February 26, 2019

CCH, a Wolters Kluwer business — CCH Site Builder

2838 www.CCHGroup.com/SiteBuilder CCH and its parent company Wolters Kluwer are well-established organizations that have provided software, authoritative guides, and content to accounting and tax professionals worldwide for many years through its ProSystem fx, TaxWise, and ATX professional software application suites. CCH offers firms customizable websites using stock or user-submitted content, and currently hosts more than... Read more »

2838

www.CCHGroup.com/SiteBuilder

CCH and its parent company Wolters Kluwer are well-established organizations that have provided software, authoritative guides, and content to accounting and tax professionals worldwide for many years through its ProSystem fx, TaxWise, and ATX professional software application suites. CCH offers firms customizable websites using stock or user-submitted content, and currently hosts more than 4,800 websites for accounting and tax professionals. ProSystem fx Site Builder provides a good mix of do-it-yourself webpage creation through an easy-to-use interface, with the option of support from the vendor’s staff to make a professional and useful website. ProSystem fx Site Builder begins with a good selection of themes, styles and colors, and guides the end user through the page creation process.

Websites will feature the tax and accounting firm’s unique domain name, and the firm will retain ownership and control. Websites are hosted in an IBM Tier IV data center, with high connectivity and state-of-the-art disaster recovery and data protection practices. Email functions are available but not required, and support is offered for interfacing with an external e-mail server. E-mail accounts are billed separately based on the number of accounts and amount of storage required. Integration with the CCH ProSystem fx tax program is not required but is available should the firm choose to utilize the vendor’s tax organizer, which allows the firm’s client to enter some of their own data.

As a leading provider of tax research and analysis, CCH has a catalog of content offerings for use in the website, and the firm can select from a menu of options to fit their practice specialty and budget. A limited selection of content is included with the ProSystem fx Site Builder subscription, and the company offers many customized content packages for an additional charge.

ProSystem fx Site Builder includes search engine optimization tools to increase search rankings, which come with every subscription. E-mail marketing campaigns are also included, as well as a monthly customized client newsletter.

Secure file sharing is becoming a common feature of websites, and ProSystem fx Site Builder includes basic file exchange functions, with additional storage space available priced in 50MB increments. Users with more sophisticated file sharing requirements can use the integration with the ProSystem fx Portal product to provide clients with access to a secure, personalized portal.

ProSystem fx Site Builder carries a $295 setup fee, with an annual cost of $995. Email accounts, domain name registration, and enhanced features and services are available for an additional cost.

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