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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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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CCH SureTax

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Reduce risk and overall compliance costs with cloud-based communications tax calculation and reporting, designed specifically for communications service providers.

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Wolters Kluwer

14 reviews

Wolters Kluwer offers a comprehensive suite of financial solutions designed to enhance efficiency, ensure compliance, and drive informed decision-making for financial institutions. Their products integrate advanced technologies with deep industry expertise to address the complex challenges faced by finance professionals. Key Features and Functionality: - OneSumX for Finance, Risk, and Regulatory Reporting: An integrated platform that provides a unified data model, accounting hub, and financial reporting system. It supports multi-entity, multi-GAAP consolidation, ensuring accurate and timely regulatory compliance. - CASH Suite: A multi-module solution that streamlines commercial lending processes, including financial analysis, risk management, pricing, credit communication, and portfolio management. - Expere: A centralized compliance system that automates document generation across various business lines, ensuring consistency and accuracy in compliance documentation. - eOriginal eAsset® Management: An electronic asset management system that enables secure creation, management, and monetization of digital loan assets, ensuring compliance and legal enforceability throughout the loan lifecycle. Primary Value and Solutions Provided: Wolters Kluwer's financial solutions empower institutions to navigate the complexities of regulatory compliance, risk management, and financial reporting. By integrating advanced technologies with expert insights, these solutions enhance operational efficiency, reduce compliance risks, and provide actionable data for strategic decision-making. Financial institutions benefit from streamlined processes, improved accuracy, and the ability to adapt to evolving regulatory landscapes, ultimately driving business growth and stability.

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8

Wolters Kluwer Reviews

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Profile Name
Star Rating
525
424
55
7
8
Abhinav  P.
AP
Abhinav P.
senior managerSmall-Business (50 or fewer emp.)
10/23/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

SureTax Keeps Multi-State Tax Calculations Accurate and Compliance Stress-Free

The thing I like best is how accurate the tax calculations stay across all the different states and local jurisdictions we deal with. We used to spend a lot of time manually checking rates and keeping an eye on nexus thresholds, but SureTax updates everything automatically and flags issues before they turn into problems. The citations that show why a particular tax was applied have also been useful when questions come up. Overall it just takes a lot of the headache out of staying compliant.
Marvellous C.
MC
Marvellous C.
Internal AuditorSmall-Business (50 or fewer emp.)
10/23/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

TeamMate Plus Simplifies Follow-Up Audits and Report Writing

I appreciate the TeamMate Analytics add-ins and TeamMate Plus. TeamMate Plus is what I like most, especially because it’s now simplifying our follow-up audits and report writing.
Jayna P.
JP
Jayna P.
Enterprise (> 1000 emp.)
10/22/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

User-Friendly Tax Filing, but Filing Errors Need Clearer Explanations

I find CCH SureTax very user friendly. I like the scroll tabs on the left that show me which forms I need to complete. It also reminds me which forms need to be done and where there are errors in the returns.

About

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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