CCH, a Wolters Kluwer business — ProSystem fx Site Builder

ProSystem fx Site Builder also allows offices using ProSystem fx Tax to give their clients online access to their CCH Tax Notebook organizers, which directly feeds data into the tax program. Links can also be added to the website to give clients access to GainsKeeper Pro or to CCH’s do-it-yourself tax package, allowing the practice to gain revenue from self-filers. Another notable feature is the ProSystem fx File Share tool, which allows professional staff and clients to securely share documents and other files (including bookkeeping program files) through an online portal that clients access from the practice’s website.

ProSystem fx Site Builder is exceptionally easy to use, with a step-by-step guide that lets the user know exactly where he or she is in the process. The core website development kit costs $895 annually, with a one-time $250 setup fee. It is a little limited in its selection of available templates and tools for editing text styles, but with just a little HTML knowledge, users have increased customization capabilities (and a basic HTML guide is included). Above all, the system has outstanding content options, including the Reading Rack and eContent offerings, providing clients with reliable information on taxes and financial matters.