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CCH, a Wolters Kluwer business — ProSystem fx Planning

Isaac M. O'Bannon

Oct. 06, 2011

cch_10442578

800-739-9998

www.cchgroup.com 

 

2011 Overall Rating 4.25

 

Best Fit 

Full-service accounting professionals using the integrated ProSystem fx Suite to serve broad client bases.

 

Strengths

  • Excellent integration with ProSystem fx Tax & Engagement
  • Up to 30 side-by-side cases
  • Ease-of-use

 

Potential Limitations

  • Plans limited to four years of projections
  • Aside from exporting into other CCH programs, output is limited to PDF

Summary & Pricing

As either a stand-alone program or as a part of the broader CCH ProSystem fx suite, ProSystem fx Planning provides comprehensive planning options for professional firms, but lacks graphical elements on reports and is limited to PDF output. Those who use other elements of the ProSystem fx Suite would realize the greatest value, with simple data integration between the planning and preparation systems. The program costs $585 for a single-user license.

Product Delivery Methods

_X_ On-Premises

___ SaaS

___ Hosted by Vendor

 

Basic System Functions 4.25

Core Tax Planning Features 4.75

Reporting 4

Import/Export/Integration 4

Help/Support 4.75

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