--- title: CCH ProSystem fx Tax Reviews meta_title: 'CCH ProSystem fx Tax Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 133 reviews by the users' company size, role or industry to find out how CCH ProSystem fx Tax works for a business like yours. aggregate_rating: rating_value: 4.1 review_count: 133 scale: '5' date_modified: '2026-07-12' parent_category: name: Tax Software url: https://www.g2.com/categories/tax-software --- # CCH ProSystem fx Tax Reviews **Vendor:** Wolters Kluwer **Category:** [Corporate Tax Software](https://www.g2.com/categories/corporate-tax) **Average Rating:** 4.1/5.0 **Total Reviews:** 133 ## About CCH ProSystem fx Tax CCH® ProSystem fx® Tax is a comprehensive tax compliance and productivity software suite designed for tax and accounting professionals. It offers a robust platform that integrates various aspects of tax preparation, ensuring accuracy and efficiency in managing client engagements. Key Features and Functionality: - Comprehensive Tax Compliance: Supports a wide range of tax returns, including individual, corporate, partnership, and non-profit filings, covering federal, state, and local jurisdictions. - Integrated Suite: Part of the ProSystem fx Suite, it seamlessly integrates with modules for tax planning, trial balance, fixed assets, practice management, document management, and more, facilitating a unified workflow. - Advanced Automation: Automates routine tasks such as form population, data entry, and calculations, reducing manual workload and minimizing errors. - Real-Time Collaboration: Enables multiple team members to work on the same return simultaneously, enhancing collaboration and reducing processing time. - Diagnostic Tools: Provides real-time error checking and data validation features to ensure compliance with the latest tax laws and regulations. Primary Value and User Solutions: CCH® ProSystem fx® Tax streamlines the tax preparation process by automating routine tasks and integrating various compliance modules, allowing professionals to handle more clients efficiently. Its comprehensive coverage ensures that firms can manage diverse client needs, from simple individual returns to complex corporate filings. The software's real-time collaboration and diagnostic tools enhance accuracy and compliance, reducing the risk of errors and penalties. By providing a unified platform for tax compliance and practice management, it enables firms to optimize their workflows, improve productivity, and deliver superior client service. ## CCH ProSystem fx Tax Reviews ### 1. Perfect for accounting and business **Rating:** 5.0/5.0 stars **Reviewed by:** Justine J. | Tax Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2025 **What do you like best about CCH ProSystem fx Tax?** I feel CCH ProSystem fx Tax is great for tax professionals as it is a professional tax preparation, compliance and workflow solution for public accounting firms and corporations of all sizes. We use this system every, day for our CPA firm. This is an easy system to use. Customer support is very helpful. The ease of implementation makes this software such a joy. The ease of intergration makes this program able to do almost everything for your accounting. I would recommend this product to everyone who has a CPA firm. **What do you dislike about CCH ProSystem fx Tax?** What is not to like. This program does all of the work for you. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** This program helps us solve accounting errors and that benefits us as a CPA firm by giving us problem solving answers. ### 2. good choice for firms that offer large range of tax forms **Rating:** 5.0/5.0 stars **Reviewed by:** Meredith T. | Political & Tax Staff, Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2025 **What do you like best about CCH ProSystem fx Tax?** wide range of tax forms, accurate, good integration options, user friendly after initial training **What do you dislike about CCH ProSystem fx Tax?** high cost, there may be a learning curve for new users that will cost time in training **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** integrates well with other software we use - both CCH and other ### 3. Cch is the best tax software **Rating:** 4.5/5.0 stars **Reviewed by:** Jacob V. | Tax Consultant II, Enterprise (> 1000 emp.) **Reviewed Date:** December 20, 2024 **What do you like best about CCH ProSystem fx Tax?** I love CCH, it is the best especially for private wealth tax **What do you dislike about CCH ProSystem fx Tax?** I wish there was a control F feature in CCH to search for what you are looking for **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** They make it easy to prepare a tax return ### 4. Satisfied **Rating:** 2.5/5.0 stars **Reviewed by:** Udayasree A. | Tax Manager **Reviewed Date:** December 27, 2022 **What do you like best about CCH ProSystem fx Tax?** Friendly User, can prepare company returns perectly **What do you dislike about CCH ProSystem fx Tax?** It's too costly, the cost can be reduced **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** I can not find the errors in cch,I can find easily in pro series ### 5. Great customer service and intuitive input. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2021 **What do you like best about CCH ProSystem fx Tax?** Great customer support, informative diagnostics, high rate of filing collaboration with the federal and state tax authorities. Typically updates quickly for changes in legislation and is reflective of complicated tax law. **What do you dislike about CCH ProSystem fx Tax?** Certain forms may be hard-input only, particularly in regards to foreign disclosures and consolidated state tax returns. Additionally, some state non-conformity to the TCJA are not reflected in the automatic calculation and must be overridden. **Recommendations to others considering CCH ProSystem fx Tax:** Utilizing tools in both worksheet and interview mode are helpful when preparing returns (v. using only one platform). **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** CCH Prosystem tax is a universal tax software filing program that eases the process of preparing and submitting tax returns. The benefit of using a program that is constantly evolving, such as Prosystem tax, is that this eliminates most of the concern regarding the software's accuracy and the potential to adapt to changing tax law. ### 6. Easy to Use, Great IT Support **Rating:** 4.5/5.0 stars **Reviewed by:** Sarah W. | Senior Tax Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2021 **What do you like best about CCH ProSystem fx Tax?** Prosystem FX Tax is a great tool that is easy to use and produces accurate and high-quality product. When you work in tax, accuracy is your main goal and this software enables you to prepare quality tax returns and know that the output is correct. I've used this software for years and would recommend based on it's user-friendly interface, its accuracy, and it's helpful IT support. **What do you dislike about CCH ProSystem fx Tax?** Nothing. I have used this software for years and have no complaints. It helps me do my job effectively, accurately, and efficiently and, out of all of the tax softwares I've used, I've found it to be my favorite. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** We are able to prepare tax returns for our clients using this software. When I first started at the firm, it was an easy-to-use and easy to learn software that made learning my job much easier. ### 7. Provides Quality Tax Returns and is Easy to Use **Rating:** 4.5/5.0 stars **Reviewed by:** Sarah B. | Tax Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2021 **What do you like best about CCH ProSystem fx Tax?** THe software is very easy to use and learn how to prepare tax returns with. It is very user-friendly, and their IT support is very helpful, especially for people who are new to their software. Their support is available, helpful, and patient. **What do you dislike about CCH ProSystem fx Tax?** There is nothing that I dislike about the product. It checks all the boxes of what I want and need from a tax software, in order to prepare quality work for my clients. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** We are able to prepare accurate tax returns for a vast number of clients. ProSystems e-file functionality, diagnostics checks, etc. are easy to use and work well. ### 8. Decent Tax Software **Rating:** 5.0/5.0 stars **Reviewed by:** Michael Q. | Investment Tax Intern, Financial Services, Enterprise (> 1000 emp.) **Reviewed Date:** July 27, 2020 **What do you like best about CCH ProSystem fx Tax?** I like the user interface and how it is pretty easy to use. **What do you dislike about CCH ProSystem fx Tax?** I dislike that there are a lot of delays when calculating the return. **Recommendations to others considering CCH ProSystem fx Tax:** Practice will help you familiarize yourself with all of the capabilities of the software. There are a lot of features and functions that CCH Prosystem fx has. If you get stuck on something, you can always contact customer service or use the reference button to see where the numbers are coming from. To clear e-file diagnostics, CCH Prosystem gives you in great detail on how to clear the diagnostics. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** It allowed me to file returns seamlessly for current year as well as amended returns. It is pretty simple to use and the end result is pretty accurate. One problem that I wished CCH Prosystem has a fix for is projections for the next year estimates. There is no functionality for that as of now and that is why our organization uses BNA Income Tax Planner to forecast next year's estimated taxes. There are also some features that I wish had a better tutorial for. For example for new tax laws that have been implemented in recent years such as Qualified Opportunity Zones, it would be great to have an example on how to fill out that specific form. It is only after playing around with the system that I was able to figure out where it would go on a tax return. ### 9. Where the Tax Pros Go **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2020 **What do you like best about CCH ProSystem fx Tax?** ProSystem Tax fx handles the most complicated returns, from those with 50 W-2s to taxpayers who live and work abroad, but must still file US returns, and where the foreign tax credit will eliminate all US taxes. The system is relatively intuitive, but there are many input forms, and getting from input to government and vice versa is a great tool. I have used many of the elite software packages, such as ProSeries and LaCerte, and none compare at all with ProSystem Tax fx. **What do you dislike about CCH ProSystem fx Tax?** ProSystem Tax fx is complicated in its design, and you have to get used to the input methods. That can take time. Once you are familiar with the data input methods, the system can produce virtually any return for any US taxpayer anywhere in the world. All bases are covered. The only negatives are the cost of the full package and tech support, which is very hard to get to. **Recommendations to others considering CCH ProSystem fx Tax:** Use the free trial. Have tech support convert your current files into PFX formatted files. Try it out. If you do not see an artistic difference from the software you are now using, cancel. I find it to be superior to all of the others out there. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** We are a few multitier partnerships, and getting the partners distributive shares is very time consuming and headache creator. PFX does the work for us and the number are what they should be in the appropriate boxes on the K-1 forms. PFX helped us streamline the processes, and provided our client with the K-1s before the March 15 deadline. ### 10. The best on the market **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2020 **What do you like best about CCH ProSystem fx Tax?** Pro-Systems fx (PFX) is the most complete tax preparation software that I have ever used, and over a long career as a tax practitioner, I have use most everything out there, from "at home" programs to the more sophisticated programs from Intuit and Thomson-Reuters. PFX simply does it all. There are somethings I do not like, but generally, the programs do everything you can ask of a tax program. It is easy to following, easy to move from government forms to input forms, and easy to edit. The diagnostics are second to none, and none of the tedious repetition that I find in the Intuit products. I especially like the built in Canada and Australia tax treaty elements of the individual tax programs. **What do you dislike about CCH ProSystem fx Tax?** I am not happy with the automated transfer of data from K-1s to individual returns. The automated data flows only the the K-1 input forms, and not to the 1065/1120S/1041 input forms, which are far more detailed and comprehensive than the K-1 input forms. And the state if different data does not transfer at all. But these are minor compared to the vast breadth of the programs. **Recommendations to others considering CCH ProSystem fx Tax:** If you are using another premium software, and are thinking about a change, I strongly suggest you contact PFX sales and get a free trial. I think you will find PFX (and its sister programs that are in the cloud) to be most comprehensive software you have ever used. Throw you most complicated return at it. You will be pleased with the results. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** The office has no problems with PFX that technical support has not been able to solve. For inexplainable reasons, PFX creates some shadow pages, and seemingly, only tech support can make them go away. But this is a minor issue that happens maybe once or twice per year. But PFX runs circles around most of the other software on the market, including Pro-Series, Lacerte, ProConnect, and UltraTax. This is particularly true, in our experience, for multi-tier partnerships and LLCs, such as real estate partnerships with different levels of ownership and law partnerships with many levels of partners and profit participations. We have used the others, leaving PFX in 2010 for a disastrous year with UltaTax. ### 11. Review of CCH Tax **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** August 05, 2020 **What do you like best about CCH ProSystem fx Tax?** Intuitive. Interface could be cleaned up a bit in worksheet view, but good on the whole. **What do you dislike about CCH ProSystem fx Tax?** Too many override boxes. Need to be streamlined. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Ease of use. Definitely need to figure out state sourcing with multiple states for 1040. ### 12. Great for the details **Rating:** 5.0/5.0 stars **Reviewed by:** casey n. | Staff Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2019 **What do you like best about CCH ProSystem fx Tax?** You can change any options needed, up to and including interest rates for tax penalties etc **What do you dislike about CCH ProSystem fx Tax?** They were a little slow on their understanding and updates of the new tax bill. **Recommendations to others considering CCH ProSystem fx Tax:** It is great for experienced the tax return preparer, but might be overwhelming for newbies. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** It is a solid tax preparation software with the adaptability to cover a multitude of situations. ### 13. CCH is the solely software my firm uses for tax returns and K-1's **Rating:** 4.5/5.0 stars **Reviewed by:** My N. | Tax Specialist , Enterprise (> 1000 emp.) **Reviewed Date:** February 22, 2019 **What do you like best about CCH ProSystem fx Tax?** The software is convenient and pretty smart. It has all the function to tick (check) and input information. It has two sides of interview (where you enter data) and government (where you can review how your returns will look like). You can also have the option to edit the toolbar, which is cool. All you do is to compare information with last year, enter number from reports, and hit print! Your K-1's, federal and state returns are ready :) **What do you dislike about CCH ProSystem fx Tax?** Probably how sometimes it is not as smooth as browsing web or microsoft, which is also found in many other software. At the end of the day it is a software that stores a huge load of data so it makes sense if it needs time to process and respond. A little tip" use pg up/pg dn on the keyboard for easier and faster navigation instead of scrolling using the mouse. **Recommendations to others considering CCH ProSystem fx Tax:** It's a great choice and my company has been relying on it - clients love it! **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** We process and print tax returns for many many clients and CCH helps save so much time! It is also correct and we do not have to worry about wrong entry, because CCH automatically imports data from previous years and syncs current year's data! So fast and accurate. ### 14. Ease of use of CCH ProSystem **Rating:** 4.0/5.0 stars **Reviewed by:** Laura W. | Executive Assistant, Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** February 17, 2019 **What do you like best about CCH ProSystem fx Tax?** I like how easy it is to navigate your way around CCH ProSystem whether you are preparing a tax return or looking to check the status of one that has been filed. **What do you dislike about CCH ProSystem fx Tax?** I do not like that when there is an error or malfunction within the software that it takes a long time for their internal team to address and solve the problem. The last issue we had took over a week to be sorted out. **Recommendations to others considering CCH ProSystem fx Tax:** Make sure you know what and or who you need to talk to if there are ever technical issues. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** We use CCH ProSystem fx Tax as our main system to prepare tax returns of all kinds. The steps that the program takes you through helps our prepare-rs and reviewers not miss important items of our client's tax returns. This is very important as our clients depend on our work. ### 15. Could Use an Update **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2019 **What do you like best about CCH ProSystem fx Tax?** For the most part navigating through the process of a filling out a return is simple based on the multiple views you could select. In addition, it is a good solution for managing a large base of clients. **What do you dislike about CCH ProSystem fx Tax?** The over all software seems a bit outdated based on the functionality visuals. **Recommendations to others considering CCH ProSystem fx Tax:** I would not personally recommend this software unless you have a strong knowledge of tax returns, forms, and schedules. Moving around and inputting information requires navigation to direct form or schedule. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Tax preperation ### 16. I am a staff tax accountant. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** October 04, 2019 **What do you like best about CCH ProSystem fx Tax?** I enjoy the link to worksheets tabs and the federal view. **What do you dislike about CCH ProSystem fx Tax?** I don’t like like you have to have the prior year software open and there isn’t a key you can automatically go to the prior year with. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** My software often crashes and it doesn’t save automatically. ### 17. "Ground-breaking Tax Software" **Rating:** 4.5/5.0 stars **Reviewed by:** mark N. | Account Manager, Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** February 26, 2019 **What do you like best about CCH ProSystem fx Tax?** Capacity to get ready complex and multi-state government forms. Dependable culmination of tax documents and exact estimations. Extraordinary joining with other CCH programs. Capacity to sign in to charge programming from anyplace. Solid administration with negligible downtime. Incredible technical support experts who can help with most problems.The coordination with CCH Engagement for business returns and with CCH Scan for individual returns is extraordinary. What's more, the component to connection to CCH Intelliconnect to look into expense issues is an extraordinary element. Connecting to tax document directions is additionally useful. Worksheet see is pleasant for filling in customer data in even more an inquiry and answer design, the appropriate responses are then exchanged to the suitable lines on the tax documents. **What do you dislike about CCH ProSystem fx Tax?** I disdain that the program isn't "live." For instance, two individuals can't be altering an archive without a moment's delay. Moreover, you should synchronize a workpaper so as to make alters to it. This can be particularly troublesome if a worker has something looked at and leaves throughout the afternoon. At the point when this happens, you can't make changes to the workpaper. **Recommendations to others considering CCH ProSystem fx Tax:** I would prescribe using any help includes that the product offers so as to expand proficient use between various dimensions of your firm.It is advantageous to stay with CCH ProSystem fx in the event that the stage you are most alright with. The expense of the product merits the absence of time that would be put resources into learning an alternate stage. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** CCH works much superior to anything a past assessment programming program that my organization utilized of making the progress from year to year smooth and simple. None of the remainders become mixed up in limbo and throughout the years the info areas have remained moderately comparable which makes the program simple to use.We are finishing our profits productively and adequately utilizing this product as we relieve our bustling seasons in our expense offices. The product enables us to effortlessly go off obligations between various dimensions and can impart inside the item and its basic connect to different items in the ProSystem's suite. ### 18. First year Tax prepare by CCH ProSystem **Rating:** 5.0/5.0 stars **Reviewed by:** Jane L. | Tax Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2019 **What do you like best about CCH ProSystem fx Tax?** The interface is very user friendly. I like that: - I can collapse and expand the areas where I need it. - View only used forms so I know what is missing based on last year info that flows through this year - Most diagnostic can be cleared as the system sets up default answer for it to clear (Yes no answer type mostly) - The buttons on top panels are very self-explanatory - Click on question mark button and you will get information of the page or cell you are at - Diagnostic tell you exactly what to do. **What do you dislike about CCH ProSystem fx Tax?** Not much dislike. I really like how easy this is to use. - Maybe just me who hasn't figured this out yet but I can't seem to find where to search for the form I need. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** prepare tax for client ### 19. Good software but some area for improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Morgan S. | Project Accountant, Accounting, Enterprise (> 1000 emp.) **Reviewed Date:** January 22, 2019 **What do you like best about CCH ProSystem fx Tax?** I like that this software is user friendly and there are multiple ways to initiate a task (example: right click and icons at top). Additionally, it is pretty neat that it is compatible for syncing up to excel. Also, I like the thought of each of the "jobs" being binders. It makes it easy to organize data. **What do you dislike about CCH ProSystem fx Tax?** I dislike that the program isn't "live." For example, two people cannot be editing a document at once. In addition to this, you must synchronize a workpaper in order to make edits to it. This can be especially difficult if an employee has something checked out and leaves for the day. When this occurs, you cannot make changes to the workpaper. **Recommendations to others considering CCH ProSystem fx Tax:** Product is user friendly. There are a few glitches here and there but overall I thought the product was decent. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Organization of binders has helped with efficiency of data and information. Using trial balance linking also creates a ton of efficiency when filling out workpapers. ### 20. Easy to use CCH Tax **Rating:** 4.5/5.0 stars **Reviewed by:** Annemarie H. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2018 **What do you like best about CCH ProSystem fx Tax?** Best feature - workpaper view mirrors order of government forms and lines on forms. This makes it easier to follow through the entry. It also links with CCH Scan to auto-fill for standard government forms. **What do you dislike about CCH ProSystem fx Tax?** Worst feature - At times a form will not include a necessary answer, but it can be challenging to find the input for that field in the worksheet view. CCH Support Chat has been able to assist in the past with finding the entry line. **Recommendations to others considering CCH ProSystem fx Tax:** CCH ProSystem fx Tax has a cloud based version - CCH Axcess. Our firm uses this and it is the same format as CCH Prosystem fx Tax, just accessible on the cloud. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Problems solved - length of time preparation of tax returns take (public accounting); benefit is being able to easily train new staff on the program to free up experienced staff time. ### 21. Good for keeping track of taxes for FY **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** October 08, 2019 **What do you like best about CCH ProSystem fx Tax?** The ability for the software to generate the tax return and e-file for you. Also would stop if you something was missing **What do you dislike about CCH ProSystem fx Tax?** To access each sheet sometimes crashed and made you go back to the beginning. **Recommendations to others considering CCH ProSystem fx Tax:** Make sure you know how to do taxes before doing. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Taxes both personal and business. ### 22. Tax Accountant **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** September 04, 2019 **What do you like best about CCH ProSystem fx Tax?** The software is very intuitive and user friendly. Pretty easy to navigate on your own with no instruction. **What do you dislike about CCH ProSystem fx Tax?** Initially may have to call customer service to find certain inputs. **Recommendations to others considering CCH ProSystem fx Tax:** This software rocks! Makes your life easier and very dependable. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Makes preparing tax returns much easier. ### 23. Good system **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** March 31, 2019 **What do you like best about CCH ProSystem fx Tax?** I like the checks that the system has in place while preparing a tax returns and is also good for keeping files organized. **What do you dislike about CCH ProSystem fx Tax?** The importing/exporting of files can be annoying sometimes because you have to upload each one separately. Also, the **Recommendations to others considering CCH ProSystem fx Tax:** CCH ProSystem fx Tax needs to implement further improvements such as file upload at multiple times **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** We are preparing tax returns for businesses and keeping our clients up to date on all tax notices from government sources. This requires CCH ProSystem fx Tax and it is a system that has proved us well over time as a trustworthy piece of technology. ### 24. It is easy to use and makes the tax process clear. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2019 **What do you like best about CCH ProSystem fx Tax?** I like that it is user friendly and stays consistent. It is mostly pretty easy to use as long as you know what you're looking for/ **What do you dislike about CCH ProSystem fx Tax?** Recently they're system was hacked and its been down for around 5 days, which isnt very efficient, but it is not their fault. **Recommendations to others considering CCH ProSystem fx Tax:** It is user friendly and very helpful in the tax process. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** The problems of filing taxes. Realized it will tell you when the return is ready for review based on settings making it easy to keep track. ### 25. Great Product **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2018 **What do you like best about CCH ProSystem fx Tax?** I like that CCH keeps everything very up to date with new tax laws and their website is very user friendly when trying to get help with where something should go. I also like the link to worksheets option where I can go to the tax forms and if I'm unsure where a number on the form comes from I can link it back to the input screen instead of searching through myself. **What do you dislike about CCH ProSystem fx Tax?** I dislike that there are two different versions to use when inputting information because that can sometimes make it difficult when I am needed help with something. I can only find the answer to my question for the input style that I am not using and can not find it for the other. **Recommendations to others considering CCH ProSystem fx Tax:** Very nice system that is easy to use and has a great support website that is there when help is needed. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** CCH works much better than a previous tax software program that my company used of making the transition from year to year smooth and easy. None of the carryovers get lost in limbo and over the years the input sections have stayed relatively similar which makes the program easy to use. ### 26. Happy User **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** January 03, 2019 **What do you like best about CCH ProSystem fx Tax?** The system is very user friendly. It is not completely form entry as other softwares. Rather it is divided into interview (without questions) and forms entry. The user can choose to use either option. You can either go worksheet (or form) through worksheet or choose what you want to work in (e.g. income). **What do you dislike about CCH ProSystem fx Tax?** Difficult without proper training. The software has many tabs that you won’t use all the time. CCH provides many training videos that are very helpful. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Increasing productivity for employees working out of the office. The system is over the cloud therefore is very easy to work at home if needed. ### 27. Ugly, but extremely functional **Rating:** 4.5/5.0 stars **Reviewed by:** Jeremy K. | Audit Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** February 02, 2019 **What do you like best about CCH ProSystem fx Tax?** The accuracy and speed of the software are great, likely because of its minimalist user interface. **What do you dislike about CCH ProSystem fx Tax?** The software has historic problems with data entry fields in relation to their descriptions and with readable forms. Key shortcuts are also very finnicky **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Very fast return production provided the book to tax adjustments are correct in the first place. ### 28. Great tax software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2019 **What do you like best about CCH ProSystem fx Tax?** Very easy to use. Link to worksheet is a great tool, and the diagnostics are a great at directing you to the location where the error is. **What do you dislike about CCH ProSystem fx Tax?** Is it somewhat slow, and I work at a smaller office so we do not have more than twenty people on it at a time. It is frustrating at times, but the auto save is a lifesaver. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** I am an accountant. So we use it to provide clients with their federal and state tax returns. ### 29. About PorSystem **Rating:** 3.5/5.0 stars **Reviewed by:** Marck G. | Administrativo, Mid-Market (51-1000 emp.) **Reviewed Date:** December 09, 2018 **What do you like best about CCH ProSystem fx Tax?** Supports thousands of forms and schedules, with users able to purchase separate modules to process a variety of return types Partnership, Corporation, Employee Benefit Plan, Fiduciary. **What do you dislike about CCH ProSystem fx Tax?** Some things that I dislike is that when managing clients, sometimes it has small setbacks. But it is solved in a simple way **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** We use it in particular to manage customer portfolios and accounting in its entirety d in our company ### 30. Not my preferred software **Rating:** 3.0/5.0 stars **Reviewed by:** Brittany B. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2018 **What do you like best about CCH ProSystem fx Tax?** The price of the software was fair. They also have reliable support reps. CCH is always offering live demos as well which helps you become more comfortable with the program. It is reliable for tax prep and efiling. **What do you dislike about CCH ProSystem fx Tax?** I dislike the layout of the software. It doesn’t fit the needs of our company. We found another software that fit our client base better. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** The software was not a good fit for our company so we did not see any benefits. ### 31. Small Accounting Firm Tax Department user **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** February 04, 2019 **What do you like best about CCH ProSystem fx Tax?** Form to interview input function. Very user friendly, if you know where a number belongs on the form it’s easy to jump to it on the input sheets. **What do you dislike about CCH ProSystem fx Tax?** Pricey, the software only makes sense for larger companies specifically accounting firms. It’s too cost prohibitive to use in a small corporate environment. **Recommendations to others considering CCH ProSystem fx Tax:** Go for it! **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** I handled all filings and easily able to send returns through the review process with multiple preparers/reviewers. ### 32. Terrific usability **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2019 **What do you like best about CCH ProSystem fx Tax?** Ease of use between forms and input screens **What do you dislike about CCH ProSystem fx Tax?** Diagnostics can be be somewhat difficult to reconcile without overriding at times **Recommendations to others considering CCH ProSystem fx Tax:** Utilize the demo to determine if the product interface is compatible with your system and team **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Combining depreciation software with tax return information consolidates a tremendous amount of work. ### 33. Prosystem is great! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** December 09, 2018 **What do you like best about CCH ProSystem fx Tax?** I’ve used this software for a few years now and also a few other Tax softwares. Prosystem fx Tax is hands down the easiest software to use. It is extremely user friendly and easy for anyone to pick up on if you know basic tax forms and theory. **What do you dislike about CCH ProSystem fx Tax?** Prosystem does not integrate directly with client financials, as they must be imported from another system. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** We are able to complete tax returns and compliance engagements in this software. We have been able to complete them timely and finish our engagements with ease and client satisfaction. ### 34. Does the job but not well organized **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 14, 2019 **What do you like best about CCH ProSystem fx Tax?** I like the intergration available with other platforms I.e. XCM. **What do you dislike about CCH ProSystem fx Tax?** I dont like the organization and format/layout of the program itself. It seems to be an afterthought. **Recommendations to others considering CCH ProSystem fx Tax:** It took a lot of training to on-board the somewhat old-school team into this program. I recommend lots of training. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** The ability to have multiple employees work on organized projects is very helpful. ### 35. Easy to use, organized, convenient **Rating:** 5.0/5.0 stars **Reviewed by:** Desiree C. | Summer Intern, Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** October 25, 2018 **What do you like best about CCH ProSystem fx Tax?** The organization of the program is very well put together. It was easy to catch onto and made work easier. The organization of each file room made it easier to find information needed to do my job. **What do you dislike about CCH ProSystem fx Tax?** At first, it was hard to use. With the help of co-workers I got the hang of it easily. **Recommendations to others considering CCH ProSystem fx Tax:** Make sure each file room is labeled and well put together. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Easy access to tax file rooms and returns. ### 36. Easy to use Tax Software **Rating:** 4.0/5.0 stars **Reviewed by:** Nicholas F. | Tax Intern, Accounting, Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2018 **What do you like best about CCH ProSystem fx Tax?** It's accessibility and feasibility to switch between sections of tax returns. The autofill and automatically generated parts of the return are very helpful and saves me a lot of time. **What do you dislike about CCH ProSystem fx Tax?** I have had it crash on me on occasion, however my information on the return was automatically saved and I was able to recover everything. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** I have used CCH ProSystem fx Tax to prepare tax returns and generate amounts for the return. ### 37. Great Software for Tax Returns **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** January 17, 2019 **What do you like best about CCH ProSystem fx Tax?** I like that this software is easy to use and is user friendly. It allows accounting firms to go paperless. **What do you dislike about CCH ProSystem fx Tax?** There isn't anything to dislike about this software. However, there are other softwares available that do the same thing. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** The benefits I have realized is that the software makes it easy to complete returns in a timely manner and it allows accounting firms to go paperless. ### 38. Great Experiences **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** March 23, 2019 **What do you like best about CCH ProSystem fx Tax?** I have worked with ProSystem in both auditing and Tax. I have had great experiences both times. **What do you dislike about CCH ProSystem fx Tax?** It can be a little slow and has a lot of updates **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Tax returns for individuals and businesses ### 39. My favorite tax preparationn platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 16, 2019 **What do you like best about CCH ProSystem fx Tax?** Best tax preparation platform I've ever used. Handles everything from individuals to pass-through's to corporations well. Also integrates well with other CCH products. **What do you dislike about CCH ProSystem fx Tax?** It's an expensive product, thus not really accessible for most small to mid-sized firms. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Integrating audit workpapers directly into tax return preparation workpapers. Preparing tax returns for all entities. ### 40. Use it only during tax prep season. **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** December 26, 2018 **What do you like best about CCH ProSystem fx Tax?** The software provides the ability to calculate tax cost at both federal & state levels. It allows for upload of information. **What do you dislike about CCH ProSystem fx Tax?** the upload process can be cumbersome & not as flexible as initially thought. It would be better if software were used throughout the year for planning, but it doesnt allow that, or at least doesnt allow that to happen easily. **Recommendations to others considering CCH ProSystem fx Tax:** none, other than what's already been stated. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** only tax preparation. ### 41. User friendly **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** November 28, 2018 **What do you like best about CCH ProSystem fx Tax?** The system is easy to navigate, and it is nice that certain tax entries look exactly like the actual tax form. Thus, it is easy for new users to figure out where certain numbers need to be input. **What do you dislike about CCH ProSystem fx Tax?** The overall navigation of the software is quite difficult to manage at first (ie. The tree on the left side). **Recommendations to others considering CCH ProSystem fx Tax:** This is a nice software for tax return preparation. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** I have used this software to prepare individual and partnership tax returns. ### 42. From a veteran tax professional **Rating:** 3.5/5.0 stars **Reviewed by:** Reinaldo F. | Manager taxation, Mid-Market (51-1000 emp.) **Reviewed Date:** December 16, 2018 **What do you like best about CCH ProSystem fx Tax?** Simple. Friendly. Always right. Accurate. Compatible with the authority’s system **What do you dislike about CCH ProSystem fx Tax?** I could not think of anyrhng that dislikes **Recommendations to others considering CCH ProSystem fx Tax:** Na **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Returns, research, transfer pricing ### 43. Whole ecosystem works very well **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** January 18, 2019 **What do you like best about CCH ProSystem fx Tax?** Once you set up your TB link, the whole return works together very well. Importing fixed assets is great too **What do you dislike about CCH ProSystem fx Tax?** Occasional glitches and the back end doesn’t look super modern, but that doesn’t really matter **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Produce returns much quicker and with more accuracy ### 44. Easy to use and most Intuitive, although lacking in some areas **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2018 **What do you like best about CCH ProSystem fx Tax?** I like that the interface is modern and the worksheets are easy to fill. Also, the software is packed with research tools **What do you dislike about CCH ProSystem fx Tax?** File cabinet is incredibly expensive and slow. When contacting CS about missing key features they usually take very long to implement a solution **Recommendations to others considering CCH ProSystem fx Tax:** Consider UltraTax, more powerful depreciation module **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** We are solving the issue of preparing tax returns in an accurate, efficient, and timely manner by using this software. ### 45. Better than gosystem **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2018 **What do you like best about CCH ProSystem fx Tax?** Having used both gosystem and prosystem, the benefits to prosystem are clear. It is much more user friendly, K-1's are alphabetically listed, PFIC's are calculated, K-1's disappear from the list when they go final, and M-3's are automatically calculated. **What do you dislike about CCH ProSystem fx Tax?** I wish there were better state instructions -- usually it's not until I get to the diagnostics that I discover weird state rules I need to do. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** It allows us to prepare tax returns faster and feel more confident ### 46. Great! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** December 17, 2018 **What do you like best about CCH ProSystem fx Tax?** I love using it. It is easy to navigate and definitely has user friendly tools **What do you dislike about CCH ProSystem fx Tax?** I think the only thing that I dislike about the software is that it can freeze. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** I am using it to file tax returns. It is easy and quicker than ever to file returns and prep returns ### 47. Unorganized but efficient **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** February 09, 2019 **What do you like best about CCH ProSystem fx Tax?** I like the integration with other programs. **What do you dislike about CCH ProSystem fx Tax?** I dislike the layout and structure of the program. **Recommendations to others considering CCH ProSystem fx Tax:** Solid program worth the investment **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Tracking workflow is easier. ### 48. Good and efficient software for tax preparation **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** December 10, 2018 **What do you like best about CCH ProSystem fx Tax?** Prosystem Tax is easy to use and to link with CCH Engagement, which is used by my accounting firm. **What do you dislike about CCH ProSystem fx Tax?** When errors or issues arise, it can be difficult to find answers from customer service to fix the issue. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Prosystem Tax makes tax preparation simpler and more efficient than alternative systems. ### 49. Too many crashes **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 04, 2018 **What do you like best about CCH ProSystem fx Tax?** CCH Tax is very user friendly. It’s made training new staff easier. I like the layout and it’s overall functionality. **What do you dislike about CCH ProSystem fx Tax?** Often while working in the software, I encounter crashes where my work is not always saved. This forces me to close out of the return by using my task manager and when I try to get back into the return, the updates I made to the return are not always made. **Recommendations to others considering CCH ProSystem fx Tax:** Use outside of a remote server for least amount of crashes **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Benefits are improved efficiency when preparing tax returns and a smaller learning curve. ### 50. Have always had a good experiance **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 02, 2019 **What do you like best about CCH ProSystem fx Tax?** Interview forms is the best and very user friendly. **What do you dislike about CCH ProSystem fx Tax?** Form mode is hard to use, it doesn't have a back to interview feature. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Depreciation schedule doesn't have auto last page skip. Very user friendly though. ## CCH ProSystem fx Tax Discussions - [How do you dispose of CCH assets?](https://www.g2.com/discussions/how-do-you-dispose-of-cch-assets) - 1 comment - [How much does CCH ProSystem cost?](https://www.g2.com/discussions/how-much-does-cch-prosystem-cost) - 2 comments - [View CCH ProSystem fx Tax pricing details and edition comparison](https://www.g2.com/products/cch-prosystem-fx-tax/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-13+12%3A34%3A45+-0500&secure%5Bsession_id%5D=9e3c8962-9efc-48b2-89f9-4422450addbc&secure%5Btoken%5D=4879acc8973db803c19e714da23b6a838f61a688850964fbf278650f115c1bea&format=llm_user) ## CCH ProSystem fx Tax Integrations - [CCH Axcess™ Tax](https://www.g2.com/products/cch-axcess-tax/reviews) - [Intuit Lacerte Tax](https://www.g2.com/products/intuit-lacerte-tax/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) ## CCH ProSystem fx Tax Features **Tax Planning** - Strategies - Exemptions - Credits - Estimations **Tax Forms - Professional Tax Software** - Federal Tax - State Tax **Tax Filing** - Calculations - Rules & Regulations - Reporting **Data management - Professional Tax Software** - Data Import - Data Export **Workflows** - Integrations - Importing **Tax filing - Professional Tax Software** - E-filing - eSignatures - Calculation **Reporting - Professional Tax Software** - Tax Planning **Integration and Support - Professional Tax Software** - Payment - Client Portal - Tax Advisor - Mobile App ## Top CCH ProSystem fx Tax Alternatives - [Intuit Lacerte Tax](https://www.g2.com/products/intuit-lacerte-tax/reviews) - 4.3/5.0 (187 reviews) - [Intuit ProSeries Tax](https://www.g2.com/products/intuit-proseries-tax/reviews) - 4.2/5.0 (84 reviews) - [UltraTax CS](https://www.g2.com/products/ultratax-cs/reviews) - 3.4/5.0 (61 reviews)