2010 Tax Software Survey: ProSystem fx Tax

August 1, 2010

Click here for detailed survey responses for ProSystem fx Tax. (Opens in new window; click once to enlarge.)

General Information
Tax program name: ProSystem fx Tax
Vendor name: CCH, a Wolters Kluwer business
Telephone (sales): 800-739-9998
E-mail (sales): sales@prosystemfx.com
Website: CCHGroup.com
Number of users: 250,000+
Pricing
Price on Federal 1040 (new customers): $3,585
     Increase from last year? No
     By how much? N/A
Renewal price: Call for details
State price (new customers): $435$960
     State renewal price: Call for details
Pay-per-return pricing:

1040: $37.50 federal, $32.00 state

All others: $44.50 federal, $38.00 state

Additional cost for e-filed returns: Yes
Web/SaaS Version
Do you offer an online/SaaS version? Yes
     Name: ProSystem fx Tax
     Cost: Starts at $450/user per month. Call for details.
     Number of users: 1,935
     When introduced: 2009
Support
Toll free phone: 800-739-9998
Hours: 9am–8pm EST
E-mail support? Yes
IM/Chat? Yes
Other? Web ticketing
Features/Functionality
Do you offer organizers? Yes
Client letters? Yes
Client portals?

Yes. Introduced in 2009. Used by 700 firms with 500,000 portals licensed.

Tier pricing beginning at $1,250 with Enterprise pricing available. 

Does your software integrate with other products?

Yes. ProSystem fx Tax integrates across the entire ProSystem fx Suite, CCH IntelliConnect, as well as with GainsKeeper Pro, Basis Pro, BNA, Sage FAS.

New features added to your software for this year:
  • Integration with Tax Scripts, allowing Enrolled Agents, CPAs, and Attorneys to create Disclosure Authorizations (DA) and IRS transcript requests in seconds. With just a simple click of a button, the software automatically uploads DA and IRS transcript requests through the IRS' e-services website then automatically downloads the transcript(s) and sends them to your printer.  
  • Integration with CCH research products Tax Prep Partner, Smart Charts and Master Tax Guide, all on the IntelliConnect platform.
  • Imports of tax return data into our Worksheet grids from Excel
  • Imports of scanned source document data (W-2’s, 1099’s, etc) from ProSystem fx Scan, eliminating data entry.
  • Tax Notebook, our online organizer, reduces preparer data entry and allows simple collaboration with taxpayers.
  • New e-file states:
    • Partnership: 5 new states, 5 new state extensions, 2 new composite
    • Corp/S-Corp: 7 new states, 7 new consolidated, 8 new combined

 

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