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CCH, a Wolters Kluwer business – ProSystem fx Portal




2012 Overall Rating 4.75

Best Fit

Firms wanting secure client file sharing functions with integration into other CCH programs, along with file versioning and automated retention and expiration capabilities.



  • Can be used on all major browsers and platforms
  • Strong security customization
  • File versioning for online edits to shared documents
  • Customizable firm branding
  • Automated file retention and expiration


Potential Limitations

  • No integration with client apps


Summary & Pricing

For firms using ProSystem fx for tax compliance, document management and other functions, ProSystem fx Portal should be a definite addition. It provides excellent integration and enhanced functionality with those programs. For other firms, it can also work as a stand-alone client portal utility, offering strong customization and user access privileges, along with file versioning and configurable automated document retention and expiration functions. Pricing is based on tiered annual subscription packages starting at $950 annually.


Firm User Experience 5

Client-Side Interface 4.75

Portal Capabilities 5

Technical Aspects 4.5

Help/Support 4.5

See inside January 2012

SmartVault — SmartVault

866-674-6785   2012 Overall Rating 4.75   Best Fit Professional firms and also businesses wanting a web-based document management system that includes client portals and integrations with common small business applications. Strengths Integrated Toolbar for QuickBooks Customizable firm and client-side branding Familiar expandable folder structure User-by-user access right customization Automated synching to desktop or […]