---
title: CCH Company Secretarial Reviews
meta_title: 'CCH Company Secretarial Reviews 2026: Details, Pricing, & Features |
  G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how CCH Company Secretarial works for a business like yours.
aggregate_rating:
  rating_value: 4.2
  review_count: 3
  scale: '5'
date_modified: '2025-10-31'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---

# CCH Company Secretarial Reviews
**Vendor:** Wolters Kluwer  
**Category:** [Accounting Software](https://www.g2.com/categories/accounting)  
**Average Rating:** 4.2/5.0  
**Total Reviews:** 3
## About CCH Company Secretarial
CCH Company Secretarial is a comprehensive cloud solution for managing all company secretarial requirements.




## CCH Company Secretarial Reviews
  ### 1. CCH Company Secretarial assisting in regulatory compliance

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jillian J. | Controller, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 07, 2024

**What do you like best about CCH Company Secretarial?**

CCH Company Secretarial is assisting us in regulatory compliance and all the related secretarial tasks

**What do you dislike about CCH Company Secretarial?**

No complaints about CCH Company Secretarial so far.

**What problems is CCH Company Secretarial solving and how is that benefiting you?**

Ensuring that we are complying with all the secretarial responsibilities of the company is benefiting us greatly.

  ### 2. Multi Use Application

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 09, 2018

**What do you like best about CCH Company Secretarial?**

We use several CCH applications, for time entry, document saving, billing, invoicing, etc. Everything is designed in a way which is easy to use and navigate. Great organization and function. 

**What do you dislike about CCH Company Secretarial?**

So far we have not experienced any major drawbacks from any of our CCH applications. 

**Recommendations to others considering CCH Company Secretarial:**

No recommendations as of yet. We have had a great experience with CCH. 

**What problems is CCH Company Secretarial solving and how is that benefiting you?**

Protected document saving, employee time entry, billing/invoicing. CCH is a great took for employees to use different applications that are user friendly and well organized for accurate and efficient working. 

  ### 3. Helpful features, easy interface

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Management Consulting | Enterprise (> 1000 emp.)

**Reviewed Date:** January 19, 2019

**What do you like best about CCH Company Secretarial?**

The interface is very easy to follow. The software reduced complixities in filing annual filligns, archiving, retention, provides relevant templates, supports multi-company reporting and sends out important date reminders.

**What do you dislike about CCH Company Secretarial?**

The software speed could be improved. Sometimes navigation is a little slow and could be more efficient. Users could use more shortcuts. 

**What problems is CCH Company Secretarial solving and how is that benefiting you?**

The software reduced complixities in filing annual filligns, archiving, retention, provides relevant templates, supports multi-company reporting and sends out important date reminders.


## CCH Company Secretarial Discussions
  - [What is CCH Company Secretarial used for?](https://www.g2.com/discussions/what-is-cch-company-secretarial-used-for)

- [View CCH Company Secretarial pricing details and edition comparison](https://www.g2.com/products/cch-company-secretarial/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-06+03%3A43%3A14+-0500&secure%5Bsession_id%5D=f0b59068-ff6c-47a2-91c8-b0bd0521b114&secure%5Btoken%5D=032fa270480ac1ba250c1c4a4a1235dffb7104525ee9d9c51fa3bda0444ed2ff&format=llm_user)

## CCH Company Secretarial Features
**General Ledger**
- Journal Entries
- Tags / Dimensions
- Audit Trail

**Tax Forms - Professional Tax Software**
- Federal Tax 
- State Tax

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**AI Assistant - Accounting**
- AI Accounting Assistant

**Accounts Receivable**
- Invoice Customization
- AR Automation
- Collections Automation

**Data management - Professional Tax Software**
- Data Import
- Data Export
- Data Import/Export

**Accounts Payable**
- AP Automation
- Payment Processing
- Purchase Orders
- Invoice Processing
- Purchase Order Management
- ACH Payment Processing
- Electronic Payments

**Tax filing - Professional Tax Software**
- E-filing
- eSignatures
- Calculation

**Reporting - Professional Tax Software**
- Tax Planning

**Other Functionality**
- Inventory Tracking / Ordering
- Inventory Pricing and Costing
- Inventory Reporting
- Multi-Entity / Consolidation
- Recognition Rules
- Reconciliations
- Payroll
- Time and Expense
- Cost Tracking
- Time Tracking
- Status Tracking
- Budget Tracking

**Integration and Support - Professional Tax Software**
- Payment 
- Client Portal
- Tax Advisor
- Mobile App

**Additional Functionality**
- Refund Management
- Compliance Management
- Communication Management
- Accounting
- Document Management
- Client Management
- Document Storage
- Digital Signature
- Billing & Invoicing
- Reporting & Statistics
- Tax Management
- Approval Process Control
- Third-Party Integrations
- Time Tracking
- Property Tax Management
- AI Copilot
- Invoice Processing
- Access Controls/Permissions
- Task Management
- Alerts/Notifications
- Audit Management
- Generative AI
- Reminders
- Customizable Templates
- Bank Reconciliation
- For Tax Practices
- Workflow Management
- ACH Payment Processing
- Due Date Tracking
- Status Tracking
- Multi-Currency
- Taxation & Assessment
- Mobile Access
- Receipt Management
- Activity Dashboard
- Tax Compliance
- API
- Tax Forms

**Reporting & Analytics**
- Financial Statements
- Custom Reporting
- Budgeting / Forecasting
- Dashboards
- Financial Reporting
- Activity Dashboard

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Performance and Reliability
- Output Document Generation
- Mobile Access

**Integration**
- Data Import and Export Tools
- Integration APIs
- Breadth of Partner Applications
- Collaboration Tools
- Third-Party Integrations
- Accounting Integration

**Cash Flow**
- Track Cash Flow
- Income and Expenses
- File Exports

**Budgeting & Forecasting**
- Budgeting / Forecasting
- Data Import
- Versioning
- Historical Data

**Revenue**
- Revenue Types
- Revenue Allocation
- Scheduling

**Payroll**
- Direct Deposit
- Check/W-2 Printing
- Tax Calculation
- Reporting and Dashboards

**AI**
- Data Extraction
- Invoice Processing
- Expense Management
- Fraud Detection
- Tax Compliance
- Support Chatbots
- Bank Reconciliations
- Report Generation
- Customizable Alerts
- Predictive Analytics
- Receipt Management
- Workflow Management
- Payroll Management
- Sales Tax Management
- Audit Management
- Tax Management
- Fixed Asset Management
- Reporting/Analytics
- Order Management
- Sales Order Management
- Cash Flow Management
- Cash Management
- Real-Time Data
- Vendor Management
- Credit Card Processing
- Financial Consolidation & Close Management
- Transaction Management

**Mobile Applications - Accounting**
- Cloud Integration
- Notifications
- UI
- Offline
- Expense Tracking
- Invoice Management
- Compliance Management
- Inventory Tracking
- Inventory Management
- Financial Management
- Activity Tracking
- Document Management
- Compliance Tracking
- Notes Management

**Agentic AI - Accounting**
- Autonomous Task Execution

**Additional Functionality**
- Multi-Location
- Generative AI
- Accounts Payable
- Fund Accounting
- Quotes/Estimates
- Approval Process Control
- AI Copilot
- Chart of Accounts
- Project Accounting
- Encryption
- Accounts Receivable
- Recurring/Subscription Billing
- Billing & Invoicing
- Reminders
- Multi-Currency
- Access Controls/Permissions
- Income & Balance Sheet
- Data Security
- General Ledger
- Currency Conversion
- Customizable Templates
- Accounting
- Estimating
- Reporting & Statistics
- Financial Analysis
- Transaction History
- Expense Claims
- Document Storage
- SSL Security
- Categorization/Grouping
- Automatic Billing
- Purchasing & Receiving
- Customer Database
- For Distributors
- Bills of Material
- Financial Data Protection
- Inventory Control
- AI/Machine Learning
- Mobile App
- Client Portal
- For CPA Firms
- Remote Access/Control
- Cash Flow Analysis
- Performance Metrics
- Multi-Company
- For Small Businesses

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