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CCH Small Firm Services — Client Accounting Suite & Client Accounting Suite Premier



ATX: 888-455-0183;


2011 Overall Rating 4.25

Best Fit:

Firms using the ATX or TaxWise tax and workflow products who want an easy-to-use write-up package with after-the-fact payroll reporting, financials generation and optional live payroll are a match with Client Accounting Suite. CCH ProSystem fx Tax and Practice Management users are supported with a special integrated version, Client Accounting Suite Premier.


  • Simple interface with strong small business software import
  • Integrates with ATX & TaxWise tax and workflow systems
  • Includes trial balance utility
  • Flexible templates & financials reporting with bilingual capabilities (English/Spanish)

Potential Limitations:

  • No bank statement import for reconciliation
  • No client portal or collaboration tools
  • Basic check writer functionality

Summary & Pricing

Client Accounting Suite is geared toward management of generally smaller business entities, but the program’s features, particularly in batch processing of journal entries, recurring entries, ratios and its financial statement generation functions, are adept for virtually any business’ needs. The program is best suited to users of ATX and TaxWise, offering solid integration and data transfer into those tax packages, but can be used as a standalone write-up utility, as well. Client Accounting Suite costs $520 for a site license usable by all in the practice. Client Accounting Suite with the live payroll option costs $795.

Product Delivery Methods

_X_ On-Premises

___ SaaS

___ Hosted by Vendor


Basic System Functions 4

Core Write-Up Features 4

Reporting & Financial Statements 4

Import/Export/Integration 4

Help/Support System 4.75

See inside September 2011

CYMA Systems, Inc. — CYMA After-the-Fact

800-292-2962   2011 Overall Rating 4.75   Best Fit: Professional firms managing complex clients with multiple locations or subsidiaries, as well as nonprofit and grant-based organizations. Strengths: Exceptional customization options Comprehensive module options with strong integration Output to many formats Broad reporting & financials generation Potential Limitations: Module-based pricing No client portals Summary & […]


Winning With Client Write-Up

Over the past several years, some accounting technologists have come close to announcing the demise of client write-up (or at least the significant decline in its necessity and profitability for professional accountants).