CCH, a Wolters Kluwer business — ProSystem fx Tax

CCHGroup.com

 

Product delivery methods:

__x__ On-Premises

__x___ SaaS

__x___ Hosted by Vendor

 

BEST FIRM FIT:

An excellent solution for firms of all sizes and those who want the most flexibility in how the application is delivered to end users (local, hosted or public/private cloud). 

STRENGTHS:

–          Integration with other CCH applications & tools, including ProSystem fx Engagement, Gainskeeper,  IntelliConnect & CCH Tax Prep Partner Series

–          New Global Integrator tool supports those with multi-national filing or complex consolidation requirements

–          Ability to mask confidential data on printed returns offers some additional protection against identity theft & support for outsourced returns

–          The only product suite offering an optional locally-installed scan, organize & populate tool (ProSystem fx Scan)

–          Strong spreadsheet & GL import capabilities

POTENTIAL LIMITATIONS

–          SaaS version (Global fx) requires Internet Explorer 7 or later

–          Implementation of IntelliConnect & Next Generation applications in 2010 was a large amount of change in one year for users of these applications

–          Supported write-up solutions limited

EXECUTIVE SUMMARY & PRICING: 

With traditional and Internet-based solutions available, ProSystem fx Tax fits a wide market range from single users to large multi-user organizations. Pricing for the traditional DVD-based software is $3,585 for the individual tax preparation module and $2,235 for business modules (minus any applicable discounts). State returns are grouped and priced by complexity and start at $435 per state module. Per-return pricing is also available for all modules. Global fx pricing starts at $25 per user, per month with an annual $100 setup fee.

 

4.75– CORE PRODUCT FUNCTIONS/FEATURES

• ·         Product depth/multi-state
• ·         Navigation/ease of use
• ·         Support for special situations
• ·         Analytical review
• ·         Electronic filing

4.75 – INTEGRATION

• ·         w/in publisher’s own suite
• ·         w/tax research tools & guidance
• ·         w/other or external programs
• ·         w/practice management
• ·         w/external services

4.75 – PAPERLESS WORKFLOW

• ·         paperless creation
• ·         paperless open items
• ·         paperless review
• ·         access control for limiting access into returns
• ·         digital document storage/mgmt.
• ·         data import/output

4.75 – REMOTE CAPABILITIES

• portal
• remotes access
• 1099 depot
• Outsourced document prep
• Hosting
• Web-based