OVERALL RATING 4.75
800-PFX-9998 (739-9998)
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
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