CCH, a Wolters Kluwer business — ProSystem fx Planning

IMPORT/EXPORT/INTEGRATION:
ProSystem fx Planning provides direct integration with CCH’s tax and engagement systems, and information can be imported from the tax system or from GainsKeeper Pro. Additional import options are not offered. CCH offers an extensive research platform that can be used independently of Planner. Data export is limited to the integration with the vendor’s tax, engagement and document management systems, along with the ability to print to PDF using almost any PDF printer (not included).

HELP/SUPPORT:
ProSystem fx Planning supports all modern versions of Windows. Built-in assistive features include field and row-specific Help, a traditional Help index and a tutorial, plus several links to CCH’s support website, which offers extensive options for product documentation, downloadable system updates, a knowledgebase, and checking firm account and order information. Live technical support is included with program pricing.

SUMMARY & PRICING
ProSystem fx Planning is best suited to firms using CCH’s tax, engagement and document management systems, although as a stand-alone system it also provides comprehensive, yet simplified and quick production of tax planning scenarios. While ProSystem fx Planning handles challenging state and federal calculations, the lack of sophisticated custom reporting tools and client-ready graphics means that many boilerplate client communications will have to be created manually using Microsoft Office. The program costs $585 for a single-user license.

2010 OVERALL RATING: