CCH, a Wolters Kluwer business — ProSystem fx Planning
Oct. 06, 2011
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