CCH ProSystem fx Tax

(80)
4.1 out of 5 stars

CCH ProSystem fx Tax allows you to automate your tax return process with a tax compliance and preparation solution.

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CCH ProSystem fx Tax Features

General Ledger
Journal Entries

Increases user efficiency by auto-populating based on previously entered information. Schedule future entries. Allow Journal Entries to be uploaded from an external source.

85%
(Based on 19 reviews)
Tags / Dimensions

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon.

83%
(Based on 15 reviews)
Audit Trail

Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record

78%
(Based on 19 reviews)
Accounts Receivable
Invoice Customization

The layout of the invoice template is fully customizable and you can add or remove fields.

81%
(Based on 15 reviews)
AR Automation

Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions.

80%
(Based on 13 reviews)
Collections Automation

The system automates the dunning process to help drive collections

77%
(Based on 11 reviews)
Accounts Payable
AP Automation

Steam lines data entry by auto populating recurring or predefined vendor values

82%
(Based on 9 reviews)
Payment Processing

Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

80%
(Based on 9 reviews)
Purchase Orders

Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process

78%
(Based on 8 reviews)
Inventory Management
Inventory Tracking / Ordering

Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.

76%
(Based on 7 reviews)
Inventory Pricing and Costing

Ability to establish multiple price levels. Update pricing on a per item or global inventory basis. Choice between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.

76%
(Based on 7 reviews)
Inventory Reporting

Customizable reporting allows insight into usage of inventory and services.

74%
(Based on 7 reviews)
Other Functionality
Multi-Entity / Consolidation

Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations

77%
(Based on 27 reviews)
Recognition Rules

Automate recognition of revenue and expenses by defining recognition templates.

82%
(Based on 16 reviews)
Reconciliations

Transactions are imported from source systems and automated matching reconciles majority of transactions. Includes user flexible, user defined matching and grouping rules to help reduce the time needed to produce accurate reconciliations.

78%
(Based on 16 reviews)
Payroll

Payroll module or integration to an external payroll provider which automates the recording of payroll

85%
(Based on 9 reviews)
Time and Expense

Automated time and expense capture, tracking, approval, reimbursement and reporting

86%
(Based on 11 reviews)
Reporting & Analytics
Financial Statements

General reporting offered covers all of the standard financial statements and meets the basic needs of the business

83%
(Based on 18 reviews)
Custom Reporting

Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer

84%
(Based on 15 reviews)
Budgeting / Forecasting

Create and revise an unlimited number of budget, plan and forecast scenarios.

81%
(Based on 12 reviews)
Dashboards

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

82%
(Based on 16 reviews)
Platform
Customization

Allows administrators to customize to accomodate their unique process. Includes ability to create custom objetcs, fields, rules, calculations, and views.

78%
(Based on 34 reviews)
Workflow Capability

Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

81%
(Based on 35 reviews)
User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

84%
(Based on 35 reviews)
Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies.

77%
(Based on 25 reviews)
Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

84%
(Based on 43 reviews)
Output Document Generation

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

87%
(Based on 39 reviews)
Integration
Data Import and Export Tools

Ability to input, modify and extract data from the application in bulk through a structured file.

82%
(Based on 47 reviews)
Integration APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

81%
(Based on 20 reviews)
Breadth of Partner Applications

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

82%
(Based on 26 reviews)