--- 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: '2026-08-04' 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. Great product **Rating:** 5.0/5.0 stars **Reviewed by:** AUBREY N. | Financial Accountant, Banking, Mid-Market (51-1000 emp.) **Reviewed Date:** November 09, 2018 **What do you like best about CCH ProSystem fx Tax?** Easy to use and streamlined work for us. **What do you dislike about CCH ProSystem fx Tax?** Nothing. Very easy to use and wonderful. **Recommendations to others considering CCH ProSystem fx Tax:** None **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Streamlining taxes and projections. ### 2. CCH ProFx User Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** January 29, 2018 **What do you like best about CCH ProSystem fx Tax?** I like that it is easy to navigate and provides useful tools to help problem solve solutions before having to contact CCH. Most of the bugs have been fixed that we have had issues with and the help they provide is satisfactory. **What do you dislike about CCH ProSystem fx Tax?** I dislike some of the features that feel a bit outdated. I think that they could improve the look of the system to a more modern style. **Recommendations to others considering CCH ProSystem fx Tax:** I recommended this product to my family member who works in tax preparation at a smaller firm. I feel that they would benefit from this product and it would help their company improve their business. They are taking my recommendation into consideration because of the good quality service we have received from CCH staff. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** It provides benefits for our tax preparation business. ### 3. Great Product But S till Many Rooms for Improvements **Rating:** 4.5/5.0 stars **Reviewed by:** Aileen (Li-Yun) C. | Staff Accountant, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2018 **What do you like best about CCH ProSystem fx Tax?** Great software to help accounting professionals to file complicated individuals, trusts, partnerships, and corporations' tax returns. Easy to use and excellent features to e-file tax returns to IRS and all state governments. **What do you dislike about CCH ProSystem fx Tax?** The helping features are not quite useful. Sometimes I have problems to override some columns or try to find how certain numbers coming from, and the support/ help function does not work efficiently and effortlessly. **Recommendations to others considering CCH ProSystem fx Tax:** Occasionally there are malfunctions at CCH ProSystem fx Tax, but most of the functions are truly powerful and useful that you can disregard these drawbacks. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** I benefited most from the e-filing features and the filing status features. ### 4. Very easy to use and good for our firm **Rating:** 5.0/5.0 stars **Reviewed by:** Jai F. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 01, 2018 **What do you like best about CCH ProSystem fx Tax?** This system is very easy to learn and use. Been using for so many years and it helped our firm a lot. **What do you dislike about CCH ProSystem fx Tax?** Characters are small and customer service is hard to contact **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Tax preparation and other tax consulting ### 5. Mostly great, but state returns could be better **Rating:** 4.0/5.0 stars **Reviewed by:** Anum H. | Senior Tax Accountant, Enterprise (> 1000 emp.) **Reviewed Date:** July 03, 2018 **What do you like best about CCH ProSystem fx Tax?** It is usually easy to find solutions to diagnostic errors. It was easy to learn for accountants who have used other tax software before. **What do you dislike about CCH ProSystem fx Tax?** Occasionally, it is very difficult to find the source of an error on tax returns (ie. Find out where an incorrect number is coming from). This is especially true on state returns. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Getting client tax returns done more efficiently with less overhead costs. ### 6. User friendly **Rating:** 4.5/5.0 stars **Reviewed by:** Su Jeong K. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2018 **What do you like best about CCH ProSystem fx Tax?** CCH provided a 2-day training on how to use the program. **What do you dislike about CCH ProSystem fx Tax?** Sometimes the program slows down and it is frustrating to wait for it to come back to normal speed. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** I'm not sure about the problems really, but one benefit I could say is that the autoflow (using ProSystem fx Scan) saves so much time. ### 7. Reliable Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** July 26, 2018 **What do you like best about CCH ProSystem fx Tax?** User friendly software, exception customer service and technical team if we have any questions regarding the software **What do you dislike about CCH ProSystem fx Tax?** sometimes difficult to find little boxes that need to be ticked off in order to activate different things **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Use this software in order to prepare US tax returns for our clients ### 8. Needs to be more user friendly. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Management Consulting | Enterprise (> 1000 emp.) **Reviewed Date:** July 03, 2018 **What do you like best about CCH ProSystem fx Tax?** Lots of information available to use which is appreciative when doing personal and corporate returns. I also really like the diagnostics function and that you can see the prior year balances. **What do you dislike about CCH ProSystem fx Tax?** Needs to be more user friendly. Very hard to navigate. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Performing corporate and personal tax returns. ### 9. Great Program for serious Tax Practitioners **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** November 29, 2017 **What do you like best about CCH ProSystem fx Tax?** This program is great for serious practitioners. It has has a great user interface and customer support. It also handles all new and old tax issues very well. **What do you dislike about CCH ProSystem fx Tax?** There are many times that bugs are not worked out in new programs until later into tax season. This causes issues e-filing. Additionally, during tax season it seems they hire temp customer support that do not know the program well enough. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** I use it to prepare tax returns for all my clients. There are many things times that I come across something in the program, that I was unaware of, and see how it makes my job a lot easier. ### 10. Better than prior software **Rating:** 4.0/5.0 stars **Reviewed by:** Susan H. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2018 **What do you like best about CCH ProSystem fx Tax?** The error messages are usually helpful and usually you can drill down to the correct numbers when filling out a form and needing to find where to enter something. I had used gosystem at a prior job and prosystem is much easier to use. **What do you dislike about CCH ProSystem fx Tax?** Sometimes drilling down doesn't take you anywhere. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Tax return filing. ### 11. Easy to use system **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2018 **What do you like best about CCH ProSystem fx Tax?** That there are tabs on the bottom to flip through each page of the return **What do you dislike about CCH ProSystem fx Tax?** They should have a better way to see that something still needs to be filled out other than stamps you can add yourself **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Its an efficient way to do taxes ### 12. User friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2018 **What do you like best about CCH ProSystem fx Tax?** I worked on this as a tax intern and found the program to be very user friendly. **What do you dislike about CCH ProSystem fx Tax?** I disliked how slow the program would run sometimes and the countless updating. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** I benefiting by learning the tax software and all of the different forums. ### 13. Tax researcher **Rating:** 4.0/5.0 stars **Reviewed by:** Tony K. | CPA Professional Education Program (PEP) Facilitator, Accounting, Enterprise (> 1000 emp.) **Reviewed Date:** June 23, 2018 **What do you like best about CCH ProSystem fx Tax?** Provides abundant amount of information regarding various tax issues. **What do you dislike about CCH ProSystem fx Tax?** Sometimes the information is disorganized and the search function can be improved **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Research ### 14. Great for new and experienced users. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** May 16, 2018 **What do you like best about CCH ProSystem fx Tax?** I like the options to customize how you view worksheets. This makes it easier to navigate and familiarize yourself when you are new to the software or adjusting to using the software. **What do you dislike about CCH ProSystem fx Tax?** Search and help feature is unreliable, to say the least. If you cannot find something, searching in the help area will not get you what you are looking for. I also tend to lock myself out and have difficulties getting into files. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Preparing tax returns efficiently. ### 15. Great tax system **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 17, 2018 **What do you like best about CCH ProSystem fx Tax?** A great way to organize all tasks/projects with tax filing. Also customizable **What do you dislike about CCH ProSystem fx Tax?** Can be cumbersome to navigate. Could be a little more user friendly **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** A way to organize across multiple office locations ### 16. Thank you for your feedback! How can I assist you further? **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** September 07, 2018 **What do you like best about CCH ProSystem fx Tax?** This text appears to be a request for comprehensive information on tax law statutes across various states and situations. However, without specific content or context, a direct translation isn't possible. If this is a placeholder or a title, it suggests a detailed compilation or analysis of tax laws. **What do you dislike about CCH ProSystem fx Tax?** Finding the right information and navigating **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** State tax law ### 17. Best flow to prepare an individual return **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 22, 2018 **What do you like best about CCH ProSystem fx Tax?** The first tax software I learned how to use, the interface is layed out in the best way to prepare a return. **What do you dislike about CCH ProSystem fx Tax?** Crashes during peak season for updates left the office with nothing to do. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Preparing returns quickly, also syncing with autoflow. ### 18. CCH is easy to navigate for tax research **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 07, 2018 **What do you like best about CCH ProSystem fx Tax?** I like the advanced search feature the best. **What do you dislike about CCH ProSystem fx Tax?** I dislike that the search results can be convoluted at times. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Provide information to include in client memos and help make conclusions regarding complex tax positions. ### 19. Powerful tax software **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** July 08, 2018 **What do you like best about CCH ProSystem fx Tax?** ProSystem is a powerful tax software for the level of automated calculation it can handle compared to other software. Also love the Dianostic function. Definitely a big help to my work. **What do you dislike about CCH ProSystem fx Tax?** Surprising there are not a lot of built in hot key for keyboard control. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** US tax prep ### 20. Love using profx **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel A. | Senior - High Net Worth Group, Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** January 11, 2018 **What do you like best about CCH ProSystem fx Tax?** I really like using profx for tax prep. I feel like it's the Cadillac of tax prep software. It gives me a lot of control for prepping tax returns, great customer service, and analysis tools. **What do you dislike about CCH ProSystem fx Tax?** Sometimes the diagnostics are annoying, so that can take some time to deal with. **Recommendations to others considering CCH ProSystem fx Tax:** Definitely go with profx if you can. It's the best tax prep software I have used. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** We are able to prepare every type of return easily and efficiently. It allows us to really dig into returns, see where the numbers are coming from, and prepare accurate returns. ### 21. Easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** July 30, 2018 **What do you like best about CCH ProSystem fx Tax?** Easy to use! I use it everyday at work. It creates great tables for states! **What do you dislike about CCH ProSystem fx Tax?** There aren’t many video tutorials on it. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Quick table references for taxes. ### 22. Overall good system **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** June 26, 2018 **What do you like best about CCH ProSystem fx Tax?** Prosystem is generally good except for the restriction of generating some forms or having some odd diagnostic codes that won't clear **What do you dislike about CCH ProSystem fx Tax?** Diagnostics codes that don't clear, forms that don't auto generate or forms that are not supported by system **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Generally it's well organized ### 23. ProSystem fx Tax works well just like CCH ProSystem fx Engagement - works great for tax solutions **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** March 30, 2018 **What do you like best about CCH ProSystem fx Tax?** I like how easy it is to use to software to complete tax related work that is needed to serve our clients **What do you dislike about CCH ProSystem fx Tax?** I dislike how it freezes from time to time and how it causes me to lose my info/work occasionally **Recommendations to others considering CCH ProSystem fx Tax:** If you are looking for a good software to solve tax needs this will work just fine **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** We are using the software to help us solve problems regarding taxes for our clients - we realize benefits including accurate information and efficient problem solving ### 24. Good Software, Buggy Product **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 10, 2017 **What do you like best about CCH ProSystem fx Tax?** I like the straightforward functions of the product, as it allows myself and other tax preparers to simply input numbers and make our own elections throughout the return. As far as the product comes as a data entry tool, the software is great. **What do you dislike about CCH ProSystem fx Tax?** I dislike the flexibility that the product offers when completing returns. There are moments when I just can't seem to figure out how the software is calculating certain numbers and the help/support feature doesn't necessarily give great explanations as to how to solve the problem. Occasionally, I will encounter certain ghost numbers that throw the return out of whack and many times it is due to it's communication with other CCH ProSystem softwares that our firm has in its suite. **Recommendations to others considering CCH ProSystem fx Tax:** I would recommend utilizing any support features that the software offers in order to maximize efficient use between different levels of your firm. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** We are completing our returns efficiently and effectively using this software as we mitigate our busy seasons in our tax departments. The software allows us to easily pass off responsibilities between different levels and can communicate within the product and its simple link to other products in the ProSystem's suite. We have realized benefits ranging from increased efficiency (as stated) to a higher volume of returns accomplished once the learning curve is broken down for entry-level tax preparers. ### 25. PFX Tax **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** June 01, 2018 **What do you like best about CCH ProSystem fx Tax?** HIghly comprehensive tax software. Plenty of integration features. Diagnostic tools assist in tax preparation efficiency. **What do you dislike about CCH ProSystem fx Tax?** Comprehensiveness lends itself to being difficult to navigate. Order of input sheets not always logically organized. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Ability to prepare almost any tax return for any situation. ### 26. Powerful Tax Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2017 **What do you like best about CCH ProSystem fx Tax?** Ability to prepare complex and multi-state tax returns. Reliable completion of tax forms and accurate calculations. Great integration with other CCH programs. Ability to log in to tax software from anywhere. Reliable service with minimal downtime. Great tech support professionals who are able to assist with most problems. **What do you dislike about CCH ProSystem fx Tax?** High cost is difficult for small companies and makes it difficult to decide to remain with CCH ProSystem fx Tax. Implementation process is not as straightforward as it could be. Sales team is not as knowledgeable regarding requirements and program features as they could be. The experience would be better if they were more thoroughly trained on the platform, technical requirements, and capabilities before beginning to sell to enable them to better provide a solution that is the right fit. **Recommendations to others considering CCH ProSystem fx Tax:** It is worthwhile to remain with CCH ProSystem fx if it is the platform that you are most comfortable with. The cost of the software is worth the lack of time that would be invested in learning a different platform. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Tax preparation is an essential component of a CPA firm, CCH has reliable tax software. Having used this platform for many years, the consistency and power of the application is beneficial to provide clients with the service level that they expect. Integration with other software programs offered by CCH has enhanced the benefits of the tax software and has provided additional ways to serve and benefit clients. ### 27. Great system and relatively easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** David N. | Accounting Manager , Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2017 **What do you like best about CCH ProSystem fx Tax?** Relatively easy to use. It's relatively easy to get a hang of when you start using it. **What do you dislike about CCH ProSystem fx Tax?** Can be a little bit slow and buggy, but overall a great program. **Recommendations to others considering CCH ProSystem fx Tax:** Learn how to customize it by going to the Window and adjusting which interface pops upon each screen. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** It allows you to store thousands of clients in the system and make it easier to roll-forward information year-to-year when preparing tax returns. ### 28. Must be a tax professional **Rating:** 4.0/5.0 stars **Reviewed by:** Kris B. | Director of Business Intelligence, Mid-Market (51-1000 emp.) **Reviewed Date:** December 08, 2017 **What do you like best about CCH ProSystem fx Tax?** The software is more than capable of handling all types of returns. **What do you dislike about CCH ProSystem fx Tax?** It's not intuitive for a non-tax professional. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Our office is able to do all our client tax returns on this software. It is scalable for our organization and can be used remotely. ### 29. Great tax software but could be better **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 18, 2018 **What do you like best about CCH ProSystem fx Tax?** The software is easy to use for new user. It has Great features where you can go from one box on the form directly to input section. If there are multiple input sections, it will show all of them in a list. Much user friendly than other tax prep. Software I have used. **What do you dislike about CCH ProSystem fx Tax?** Too many ways to input which leads to multiple inputs. In cases where you have different inputs for the same question, it's more of a guessing game on which input will eventually flows to the form. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** We used it to prepare tax returns. ### 30. Previous experience in public accounting **Rating:** 4.5/5.0 stars **Reviewed by:** Ashley N. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 11, 2018 **What do you like best about CCH ProSystem fx Tax?** I liked the intuitive features of this program. **What do you dislike about CCH ProSystem fx Tax?** I did not like it didn't offer an 1120-C. After changing companies and implementing new software, we looked at prosystems based on my positive previous experience. However, they do not offer the form type needed. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** We utilized the work papers along with the tax software. Loved the import features for efficiency. ### 31. Implementation is slow and steady **Rating:** 3.0/5.0 stars **Reviewed by:** Chantelle C. | Marketing Specialist, Candidate Attraction, Small-Business (50 or fewer emp.) **Reviewed Date:** December 06, 2017 **What do you like best about CCH ProSystem fx Tax?** We are just implementing this in our firm and it is quite the learning process **What do you dislike about CCH ProSystem fx Tax?** The tediousness of workstream it’s tough to push it to the next atep **Recommendations to others considering CCH ProSystem fx Tax:** Pay attention in training!!! **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Tax preparation and accounting ### 32. Easy to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2018 **What do you like best about CCH ProSystem fx Tax?** I like the fact that CCH ProSystem fx Tax is user-friendly. I have been using the software for several years and it is very intuitive. **What do you dislike about CCH ProSystem fx Tax?** The software can be slow at times and has many filing issues during the busy season. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** I am filing tax returns for my clients. ### 33. Great Tax Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 30, 2017 **What do you like best about CCH ProSystem fx Tax?** The integration with CCH Engagement for business returns and with CCH Scan for individual returns is great. In addition, the feature to link to CCH Intelliconnect to research tax issues is a great feature. Linking to tax form instructions is also very helpful. Worksheet view is nice for filling in client information in more of a question and answer format, the answers are then transferred to the appropriate lines on the tax forms. **What do you dislike about CCH ProSystem fx Tax?** Occasionally there will be glitches for government forms making it very hard to resolve without an override. This rare instances are more common with state returns as each state has it's own entries to fill out forms properly when they differ from federal items. Sometimes calling support is time consuming; however, the CCH Answers website and CCH Chat for support have helped immensely. **Recommendations to others considering CCH ProSystem fx Tax:** If an accounting firm preparing tax returns is looking for a complete tax package that integrates with other CCH programs, CCH Tax is a great option. The software also has tips while entering information for what types of items should be entered in each field in addition to which sign (+/-) should be used to indicate positive or negative numbers on the tax form. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Preparing a tax return in CCH Tax allows time to review the return for accuracy and identify and underlying tax issues or opportunities rather than fighting with the software to provide the expected output. In addition, seeing the prior year amounts next to each entry field assists with knowing if something is (a) in the correct spot or (b) possibly missing for the current tax year. ### 34. ProSystem FX Tax to post time **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Luxury Goods & Jewelry | Mid-Market (51-1000 emp.) **Reviewed Date:** January 25, 2018 **What do you like best about CCH ProSystem fx Tax?** It is extremely easy to find clients and scan documents in **What do you dislike about CCH ProSystem fx Tax?** it runs really slow sometimes and have to shut down and restart **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Not sure it's a problem, but use to input notes and time spent on each client for future billing purposes ### 35. A beast **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** December 29, 2017 **What do you like best about CCH ProSystem fx Tax?** Internal calculations and diagnostics are robust. **What do you dislike about CCH ProSystem fx Tax?** Interface is less than intuitive but once learned, is not too difficult to work with. **Recommendations to others considering CCH ProSystem fx Tax:** Use the manual and get as much training as possible to unlock tips and tricks. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Managing 300+ clients during tax season, we have confidence in the tax program used to prepare and review tax returns. ### 36. Customize Software **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** December 12, 2017 **What do you like best about CCH ProSystem fx Tax?** CCH worked with our company to tailor their product and the experience to work with exactly what our company needed. **What do you dislike about CCH ProSystem fx Tax?** Not always the most user friendly through the drill down function and other navigational aspects. **Recommendations to others considering CCH ProSystem fx Tax:** Talk with their business development team to build a software that works with your company's needs. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Individual Income Tax returns and trust returns ### 37. Cch **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Enterprise (> 1000 emp.) **Reviewed Date:** April 16, 2018 **What do you like best about CCH ProSystem fx Tax?** I like that the program enhances every year **What do you dislike about CCH ProSystem fx Tax?** It takes a lot of practice to master the program **Recommendations to others considering CCH ProSystem fx Tax:** Enhanced automation and roll over data from year to year **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Helps filing tax returns ### 38. Overall great software, **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** January 26, 2018 **What do you like best about CCH ProSystem fx Tax?** Search functionality is very convenient. Very user friendly interface. **What do you dislike about CCH ProSystem fx Tax?** Printing returns takes forever. No autocalculate. **Recommendations to others considering CCH ProSystem fx Tax:** Good software, but no auto calculate takes forever. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Tax return preparation is generally quicker than our previous product. ### 39. CCH ProSystem fx Tax **Rating:** 4.0/5.0 stars **Reviewed by:** Collin K. | Tax Intern, Accounting, Enterprise (> 1000 emp.) **Reviewed Date:** January 23, 2018 **What do you like best about CCH ProSystem fx Tax?** I like the functionality of it and the auto calculations. **What do you dislike about CCH ProSystem fx Tax?** I do not like how you have to roll forward taxes every year. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** I am able to do taxes for clients quickly and efficiently. ### 40. Its been good **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2018 **What do you like best about CCH ProSystem fx Tax?** using this program is very easy to use. it is clearly lined out how to do each step **What do you dislike about CCH ProSystem fx Tax?** the program can be slow during tax season **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** filing tax returns ### 41. CCH ProSystem FX tax Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** January 09, 2018 **What do you like best about CCH ProSystem fx Tax?** I have used three tax preparation systems for tax professionals. Comparatively, CCH ProSystem FX Tax has the best user-interface. I really didn't need to take time to learn because it was really intuitive. **What do you dislike about CCH ProSystem fx Tax?** Consolidation can improve more. It seems like it had a lot of issues especially state tax returns. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** It saves a lot of time using this software to prepare c corp tax returns. It is really easy to use. ### 42. Great software, but not as user friendly as others **Rating:** 3.5/5.0 stars **Reviewed by:** Kathryn W. | CPA, Mid-Market (51-1000 emp.) **Reviewed Date:** January 10, 2018 **What do you like best about CCH ProSystem fx Tax?** Very professional and easy to import ledgers. Also gives an alert for any category not populated this year that was in prior. **What do you dislike about CCH ProSystem fx Tax?** Overall not easy to find and track items. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Tax preparation ### 43. pro **Rating:** 3.5/5.0 stars **Reviewed by:** Simi M. | Tax Associate - National Real Estate Tax Group, Accounting, Enterprise (> 1000 emp.) **Reviewed Date:** January 26, 2018 **What do you like best about CCH ProSystem fx Tax?** the tool bar at the top is easy to see items for use **What do you dislike about CCH ProSystem fx Tax?** takes forever to update when recalculating the return **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** preparing tax returns ### 44. Good Research Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Allison D. | International Tax Manager, Enterprise (> 1000 emp.) **Reviewed Date:** December 14, 2017 **What do you like best about CCH ProSystem fx Tax?** CCH is one of my favorite research tools. Its user friendly and I have found its to have a good amount of content. **What do you dislike about CCH ProSystem fx Tax?** Wish BNA portfolios could be part of the CCH subscription and not require a separate BNA contract. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Researching tax issues and laws. ### 45. Can't Unsubscribe **Rating:** 0.0/5.0 stars **Reviewed by:** Sam S. | NetSuite Certified ERP Consultant, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** November 15, 2017 **What do you like best about CCH ProSystem fx Tax?** Nothing. Not sure how I got subscribed to their email list, but I've requested numerous times to be unsubscribed & they seem to ignore the request. Very frustrating. **What do you dislike about CCH ProSystem fx Tax?** Don't subscribe to the email lists. The website doesn't function very well & it won't let you unsubscribe. **Recommendations to others considering CCH ProSystem fx Tax:** Look elsewhere - find something that has their technology figured out. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** None ### 46. User friendly to use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** March 09, 2018 **What do you like best about CCH ProSystem fx Tax?** I like the format of the software. You can do all your returns in one software. **What do you dislike about CCH ProSystem fx Tax?** Sometime you have to remember the item and page. Once you use to it, everything will be fine **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Individual, business, trust, foundation returns ### 47. Very easy to use, intuitive and effective **Rating:** 5.0/5.0 stars **Reviewed by:** Ken D. | President, Staffing and Recruiting, Enterprise (> 1000 emp.) **Reviewed Date:** November 16, 2017 **What do you like best about CCH ProSystem fx Tax?** Easy to navigate between worksheets. Ease of accessing instructions to tax forms **What do you dislike about CCH ProSystem fx Tax?** Cloud-based version is slow when calculating tax returns, especially for large taxpayers **Recommendations to others considering CCH ProSystem fx Tax:** Software is great, cloud-based solution works well but is still a little slow **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** ProFX Tax is able to help my company claim the foreign tax credit. The input is easy to follow ### 48. Confusing, but useful **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** December 26, 2017 **What do you like best about CCH ProSystem fx Tax?** It provided the info needed to complete the research at hand. **What do you dislike about CCH ProSystem fx Tax?** It sometimes felt like you would get the run around when trying to search for specific items. **Recommendations to others considering CCH ProSystem fx Tax:** Be sure to do sufficient training for your employees to understand ways to fully use CCH. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Tax research and guidelines were the primary reason I used it at my first job. It was a way to find accounting standards without searching through a large book. ### 49. Easy to Use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 03, 2018 **What do you like best about CCH ProSystem fx Tax?** It follows the forms very well. You can print out the interview forms to better understand where things get imputed where. **What do you dislike about CCH ProSystem fx Tax?** It should follow the tax rules more. For example if you click a box that requires you to fill out another form it should automatically bring up that form. **Recommendations to others considering CCH ProSystem fx Tax:** It is easier to use that Ultratax. **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** Completing tax returns timely as efficiently. ### 50. Really good at what it does **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** July 06, 2017 **What do you like best about CCH ProSystem fx Tax?** For the majority of return types, you can expect that the results are right. It's usually the case that if numbers aren't what you expect that you need to double-check your work and back int othe right answer based on the software. **What do you dislike about CCH ProSystem fx Tax?** The biggest hurdles come with consolidated returns. Having more return and annual filings would be helpful too, as some you still need to pull a PDF from a government agency's website. And there are other, small instances where you need to override. **Recommendations to others considering CCH ProSystem fx Tax:** My new office is using the old school version, whereas my prior firm recently moved to the online version. I strongly recommend the web version!!! **What problems is CCH ProSystem fx Tax solving and how is that benefiting you?** It not only helps with the basic compliance, but it's reliable enough to use as a training tool with newer staff. They can quickly learn the inputs before fully understanding all the forms and concepts, which naturally has some disadvantages that can be managed with good training and education. ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-07+04%3A33%3A46+-0500&secure%5Bsession_id%5D=b8283d6e-4112-4b9f-8090-df0a3c86bf3c&secure%5Btoken%5D=b357554f97b4486453127c6fd333e8a23b6721989e68d787b1e6ac8b916851ab&format=llm_user) ## CCH ProSystem fx Tax Integrations - [CCH Axcess™ Tax](https://www.g2.com/products/cch-axcess-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 - Historical Reporting - K-1 Reporting **Data management - Professional Tax Software** - Data Import - Data Export - Data Import/Export **Workflows** - Integrations - Importing **Tax filing - Professional Tax Software** - E-filing - eSignatures - Calculation **Additional Functionality** - Tax Compliance - Generative AI - SSL Security - Workflow Management - Accounting - Multiple User Accounts - Audit Trail - Tax Filing - Client Management - Activity Dashboard - AI Copilot - Electronic Filing - Tax Planning - Corporate/Business - Dashboard Creation - Multiple Data Sources - Compliance Management - Data Import/Export - Sales Tax Management - Client Portal - Deadline Management - Customizable Templates - Status Tracking - Exception Notification - Audit Management - Customer Accounts - For Nonprofits - Data Storage Management - Document Management - Electronic Submission - Email Reminders - Alerts/Notifications - Data Visualization - Reporting & Statistics - Access Controls/Permissions - Payroll & Employer Forms - Tax Forms - Reminders - Activity Tracking - Financial Analysis - Data Verification - Bank Reconciliation - Mobile Access - Payroll Management - Multi-Currency - Invoice Processing - Value Added Tax (VAT) - Taxation & Assessment - Approval Process Control - Electronic Payments - Invoice Management - Tax Management - Task Management - API - Customizable Branding - Property Tax Management - Customizable Reports - Time & Expense Tracking - Real-Time Data - Receipt Management - Document Storage **Reporting - Professional Tax Software** - Tax Planning **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 ## 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 (86 reviews) - [UltraTax CS](https://www.g2.com/products/ultratax-cs/reviews) - 3.4/5.0 (61 reviews)