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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Profile Name
Star Rating
525
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55
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8
Rohit P.
RP
Rohit P.
Application support specialistSmall-Business (50 or fewer emp.)
10/16/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

Reliable Tax Solution That Simplifies Complex Tax Calculations

What I like best about CCH SureTax is how it simplifies tax calculations and helps make the overall tax process more efficient. It brings accuracy and consistency to tax calculations, saves time, and makes it easier to manage complex tax requirements. I also appreciate how it helps reduce manual work and supports a smoother workflow.
Verified User
G
Verified User
Mid-Market (51-1000 emp.)
10/15/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Intuitive Audit Hub, but Taxonomy Editing Needs Work

I like that TeamMate+ provides a centralised place to capture all audit-related matters, including evidence of workflow approvals and monitoring progress. It is the golden source of reference, and auditors on the team know where to locate and store their workpaper documentation. Setup was easy, and the navigation is intuitive and gets better over time.
Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
10/15/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Useful Training with CPEs and a Clear, Logical Audit Workflow

I've only been using TeamMate for about a month, but so far I’ve found the training really useful, especially being able to earn CPEs. I also like how the system follows the audit process logically, from risks and controls through to design and operating effectiveness testing and ultimately draft findings.

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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