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December 2, 2011

CCH, a Wolters Kluwer business – ProSystem fx Portal

800-739-9998 www.cchgroup.com/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.   Strengths Can be used on all major browsers and platforms Strong security customization File versioning for online edits to shared documents Customizable... Read more »

Isaac M. O'Bannon

800-739-9998

www.cchgroup.com/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.

 

Strengths

  • 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

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Isaac M. O'Bannon

Isaac M. O'Bannon

Managing Editor

Isaac M. O'Bannon is the managing editor and digital content manager for CPA Practice Advisor (www.CPAPracticeAdvisor.com), drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies. . Prior to CPA Practice Advisor, O'Bannon was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma's College of Engineering and other technology leaders. He is a U.S. Navy groundforces veteran (never a SEAL). Email: isaac.obannon - @ - cpapracticeadvisor.com . Isaac OBannon 2019 Cropped Small Headshot

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