2014 Review of CCH ProSystem fx Practice Management

Best Fit: Mid-sized and larger firms who use multiple components of the ProSystem fx Suite for accounting professionals and their firms.

Strengths:

  • The ProSystem fx Practice Management application has had a long history across multiple vendors, including CPASoftware, Sage, and CCH, and has existed in some form for at least 15 years.
  • The application supports dashboard reporting, and is stable and scalable to firms of all sizes.
  • Although this application is the legacy application, it still has a good feature set, and has been kept up over the years in spite of its age.

Potential Limitations:

  • As a legacy solution, ProSystem fx Practice Management does not have the cloud capabilities of its more current sibling, Axcess Practice Management.  Integrations with ProSystem fx Practice Management may require custom programming, which may not be supported by CCH.
  • The only accounting applications supported are the CPA Accounting solution from CCH, Sage 100 ERP, and Sage 500 ERP, which may be limiting to many firms.
  • The solution does not have comprehensive scheduling tools although these are available from third parties for a separate charge

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