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September 5, 2014

CCH, A Wolters Kluwer business — ProSystem fx Practice Management

800-739-9998 opt. 1  www.cchgroup.com   2011 Overall Rating 4.25   Best Firm Fit Firms wanting powerful time, project, marketing and client management features, particularly those using other components of the ProSystem fx Suite. Strengths Strong integration with ProSystem fx Suite, Sage Abra Payroll, and Sage MAS 90, 200 and 500 Great features for tracking marketing... Read more »

Dustin Wheeler

800-739-9998 opt. 1 

www.cchgroup.com

 

2011 Overall Rating 4.25

 

Best Firm Fit

Firms wanting powerful time, project, marketing and client management features, particularly those using other components of the ProSystem fx Suite.

Strengths

  • Strong integration with ProSystem fx Suite, Sage Abra Payroll, and Sage MAS 90, 200 and 500
  • Great features for tracking marketing & prospect information
  • SaaS version available
  • Business Intelligence module available

 

Potential Limitations

  • Users have to update the program manually

Summary & Pricing

Because of its strong integration capabilities, ProSystem fx Practice Management is a solid choice for firms using other components of the ProSystem fx Suite. Several firms not using the suite purchase the practice management portion as a standalone product because of its powerful time, project, marketing and client management features. The price of a 10-user basic system that does not include contact management is $2,260. The version that includes all components is $4,325.

Product Delivery Methods

_X_ On-Premises

___ SaaS

___ Hosted by Vendor

 

Basic System Functions – 4.25

Time Management Capabilities – 4.75

Invoicing Functions – 4.5

Management Features – 4.75

Integration & Data Management – 4.75

Help/Support – 4.25

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Dustin_Wheeler.546b8e53df0a2

Dustin Wheeler

CPA

Dustin Wheeler is a tax manager at Hawkins Cloward & Simister in Orem, Utah, where he provides accounting and business advisory services.  He blogs about technology and accounting at www.dustinwheelercpa.com.