CCH ProSystem fx Reviews & Product Details

Engagement makes tax returns so easy. Everything flows to the financial statements with ease. We save so much time and are able to bill for the software. Review collected by and hosted on G2.com.

the size of some of the boxes can not be enlarged. I just want to make it bigger to see more options however, you can't make the pop up box any bigger. Review collected by and hosted on G2.com.

It is easy to use and navigate the software. The state information flows directly from federal. All the mailing information can be printed along with the return. There are instructions on what is required at each form and where to input the information is easily available. The penalties and interest is calculated automatically. Review collected by and hosted on G2.com.

Not able to import excel sheets for depreciation and 5471's. Sometimes it is difficult to understand where you need to input the values. The help icon sometimes doesn't assists you in determining where you need to input information. In these situations sometimes you need to override the system and input the data directly on the form. Sometimes the software will not open and you need to restart the computer to start the software. You are not able to e-file the returns. There should be e-payment option and can directly take you on the e-payment platform. Review collected by and hosted on G2.com.

ability to organize binders and create subsections, ability to sign off on work and create notes is useful Review collected by and hosted on G2.com.

hate that you must sync binder continuously to ensure you don't lose work, should have auto-syncs or recover work if there is a crash at least. Also aesthetic looks pretty dated, could be refreshed. Wish there was a Ctrl+F function. All of the options/buttons are symbols which makes it pretty difficult to understand what all of them are Review collected by and hosted on G2.com.

What I like best about ProSystem fx Suite is the organization level. Everything is relatively easy to find and some of the details are easy to work with. Some of the reports are really easy to use and run and others can be difficult. Review collected by and hosted on G2.com.

What I dislike about ProSystem fx Suite is the fact that it is difficult to use for taxed items and merchandise that we sell to our clients. I do realize that its not necessarily intended to be used that way but for us, we do as well as time entries. There needs to be a few extra features for customization of reports to be run. We need invoice reference information to be tied back to the original order and there are very few ways to actually access that information, much less run reports about it. Review collected by and hosted on G2.com.

ProSystem fx Engagement was a great tool for streamlining our audit process. It improved communication between the tax and audit departments, and allowed us to easily organize all audit workpapers in one place. It made it easy to review staff workpapers, and also to submit my work for partner review. Review collected by and hosted on G2.com.

Periodically, Microsoft updates caused issues with the Word and Excel documents we had pulled into Engagement. Review collected by and hosted on G2.com.

Has everything you need to file most tax forms without having to upgrade. Review collected by and hosted on G2.com.

Software is not user friendly. Some glitches and freezing Review collected by and hosted on G2.com.

How all the programs communicate with each other Review collected by and hosted on G2.com.

How frustrating the portal option is within document Review collected by and hosted on G2.com.

This integrated software is robust in its capabilities, calculations and import/export integrations within the suite. Review collected by and hosted on G2.com.

It is less than user friendly but with a little getting used to, it is more of a power house than programs with a nicer user interface but limited abilities. Review collected by and hosted on G2.com.

Very smooth, check in - check out features are great. Trial balance functionality is very good. Audit trail functionality is good too. Auto sync on exit is a good feature that force it to sync each time binder is closed. Review collected by and hosted on G2.com.

While working remotely, syncing speeds are bit lower. It is also not cloud based yet and it's recommended that they consider moving this to could without losing any current functionality. Review collected by and hosted on G2.com.

I like that I am able to sync binders and check in and out work papers. It's easy to write notes and clear them too. It keeps each engagement organized. I also love that it automatically saves my work! Review collected by and hosted on G2.com.

I don't like how the application can lag, especially when my wifi isn't strong. Sometimes it takes a while to save or sync. Review collected by and hosted on G2.com.