Wolters Kluwer

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1,019 reviews
  • 51 profiles
  • 50 categories
Average star rating
4.2
#1 in 3 categories
Grid® leader
Serving customers since
1987

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CCH ProSystem fx Tax

133 reviews

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.

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Wolters Kluwer Reviews

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Verified User in Manufacturing
AM
Verified User in Manufacturing
Mid-Market (51-1000 emp.)
10/16/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Accurate Returns like you would expect unlike the competition

I have the ability to review all of my sales tax return and make any changes prior to approving and not just seeing the revenue and tax amounts like other sites. I also have the ability when I upload my transactions to choose a forward look which starts with my revenue and I can see if I had incorrect tax rates on an invoice. Other products I worked with started with the tax collected and worked back and changed my revenue amounts. Also for the tax payments the individual payments come out of our bank account for what is owed to the states after vendor discounts where the other company I used to use took all of the money out of our account early in the month and then would give us credit for the discounts the next month thus making interest off of our money.
Verified User in Higher Education
AH
Verified User in Higher Education
Small-Business (50 or fewer emp.)
10/16/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Convenient Cloud Access and Microsoft Integration, but Saving Reliability Needs Work

I like that it is cloud based and accessible from anywhere on any device. That is highly convenient. The UI was hard to get used to at first, but now it has grown on me. After using it for multiple years now, I am confident in my ability to navigate through the UI to build audit plans and link workpapers. I appreciate the Microsoft product integrations and use the TM tab in Word and Excel constantly. The performance could be better, because sometimes the TM tabs in the Microsoft products don't always work. When they do, it's seamless and is very helpful. But when it doesn't work, it can tend to be catastrophic, resulting in losing unsaved work. I don't know much about the pricing of TM+, although I have been made aware that it is expensive. Not as expensive as AuditBoard though, so I guess that's a plus. I don't know much about support either, although I do see occasional support updates on my dashboard. I don't remember much from onboarding, but I remember it being very clunky. I have not used the AI features and don't plan to. Typically, AI produced explanations sound like generic word salad. It says a lot of business jargon words without actually saying anything.
Mathieu T.
MT
Mathieu T.
Technology AuditorEnterprise (> 1000 emp.)
10/16/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Strong Audit Reporting, but Filtering and Bugs Need Work

I like the reporting options and the options to edit and record procedures. We kept using TeamMate+ for continuity with a tool that was working well.

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HQ Location:
Alphen Aan Den Rijn, The Netherlands

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What is Wolters Kluwer?

Wolters Kluwer (WKL) is a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with technology and services. Wolters Kluwer reported 2025 annual revenues of €6.1 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 21,100 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands. Wolters Kluwer shares are listed on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt (ADR) program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY).

Details

Year Founded
1987
Ownership
AMS:WKL