CCH® ProSystem <em>fx®</em> Tax (2024)

Improve firm efficiency with the premier on-premise tax solution

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CCH ProSystem fxTax is an industry-recognized tax prep and compliance system, and acts as the cornerstone of the CCH® ProSystem fx® Suite — a robust set of integrated tax, accounting and audit, and workflow solutions that lets public accounting firms of all sizes maximize productivity and profits. It helps facilitate a Digital Tax Workflow, with thousands of automatically calculating forms and schedules for federal, state, county and city entities, which speeds up tax return processing as data is shared across documents.

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Accelerate firm growth with integrated tax software

Forms and states supported

Thousands of automatically calculating forms and schedules for federal, state, city and county returns, with new forms added annually.

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Compliance is key

Dependable tax preparation that allows you to m aintain compliance with ever-changing government tax guidelines and a shifting regulatory environment.

Electronic filing

Rely on an IRS-authorized provider for e-filing and enjoy industry-leading accuracy. A state-of-the-a rt Electronic Filing Status System with easy status check lets you check the status of returns from a mobile device, allowing you to communicate more effectively with your clients.

CCH® ProSystem <em>fx®</em> Tax (1)

An end-to-end digital tax workflow

Digital Tax Workflow that places on-demand mobile services, real-time collaboration with clients, and current regulatory guidance at your fingertips.

CCH® ProSystem <em>fx®</em> Tax (2)

Robust integration

Integration with other solutions that are a part of the CCH ProSystem fx Suite helps create a best-in-process, end-to-end digital tax preparation workflow that answers all your needs. This covers everything from the initial client engagement all the way to sending the client a bill.

CCH® ProSystem <em>fx®</em> Tax (3)

Professional & client services

Training and Support that ensures everyone on your team is using the software to its full potential, thereby maximizing your benefits and ROI.

  • Enjoy dynamic integration with other CCH ProSystem fxsoftware solutions

    When leveraging the power of CCH ProSystem fx Tax, you'll benefit from integration with these other CCH ProSystem fx Suite solutions:

    • CCH® ProSystem fx® Scan scans data and imports it into the tax return.
    • CCH® ProSystem fx® Document stores all your firm’s paperwork in digital files.
    • CCH® ProSystem fx® Engagement manages workpapers, trial balances and workflow.
    • CCH® ProSystem fx® Planning streamlines tax planning engagements and provides multiple tax scenarios.
    • CCH® ProSystem fx® Fixed Assets manages, tracks and supports all asset depreciation compliance, reporting and planning needs.
    • Xpitax® Outsourcing cuts costs, increases productivity and improves turnaround times.
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Gifford & Cox relies on
CCHProSystemfx Tax to manage complex returns.

When it comes to managing complexity, Kyle Gifford relies on the power of ProSystem fx Tax. Gifford & Cox, LLC is a full-service firm serving clients across the Great Plains. Because of the nature of their work, multistate taxation presents a level of complexity that their tax software must be able to handle.

Special packages for small firms

The best-in-class software you want. The price you need. The superior support you rely on.

Too many small firms feel stuck with their existing software. You know you’ll outgrow it one day, but limited feature sets are holding you back from ever getting there. Be more than your software’s limitations. Unlock your firm’s potential with our new, affordable CCH software package options for firms who need 19 licenses or less, and enjoy professional support and training at no charge to ensure you make the most of this powerful solution.

See Special Packages for 1–19 Users

Recommended CPA firm resources

Check out these white papers and eBooks to discover how you too can benefit from a digital tax workflow.

How tax & accounting firms supercharge efficiency with a digital workflow

With an integrated, digital tax workflow, firms can automate much of the data collection and input tasks that take up so much time.

Download the eBook

eBook: The Professional Tax Software Buyer's Guide for Traditional CPA Firms

To minimize disruption, firms should evaluate technology with the future in mind. The right system will be able to accommodate the firm’s current workflows but can also flex into more automated, high-efficiency workflows when the firm is ready.

Download the eBook

Digital tax workflow

A digital tax workflow streamlines every step of the tax prep process, from obtaining client data to preparing and reviewing returns, delivery of the finished tax return to the client and invoicing. Automated tax prep workflow software creates faster processes, which save your staff time while satisfying clients.

Make Your Workflow Faster

Award-winning tax prep and compliance

See CCH ProSystem fx Tax in action for yourself during one of our regularly scheduled software demonstrations!

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Additional resources

The CCH ProSystem fx Suite

Maximize productivity and profits with powerful tax, accounting, audit, and workflow tools in one award-winning software suite. The integration and collaboration capabilities of the CCH ProSystem fx Suite help public accounting firms of all sizes improve accuracy, efficiency, and security.

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Tax resource center

Every tax season presents its own unique challenges, and this year is no different. Rest easy — Wolters Kluwer is here to help you get through tax season and beyond with these tools and resources. Check back often for the latest federal and state tax news articles, resource kits, best practices and more.

See What's New

Latest Federal Tax News Articles

  • CCH® ProSystem <em>fx®</em> Tax (4)

    Article

    Tax & Accounting

    May 01, 2024

    The IRS reminds taxpayers to claim 2020 refunds by May 17

    The IRS has reminded taxpayers that the deadline for claiming tax refunds for the 2020 tax year is May 17, 2024.

    Learn More

  • CCH® ProSystem <em>fx®</em> Tax (5)

    Article

    Tax & Accounting

    April 19, 2024

    2024 post-filing season update

    The 2024 tax season will likely be remembered for something that did not happen rather than a significant action taken by the government – the failure to pass The Tax Relief for American Families and Workers Act of 2024.

    Learn More

  • CCH® ProSystem <em>fx®</em> Tax (6)

    Article

    Tax & Accounting

    February 15, 2024

    2023 Tax returns include a whole new world of green energy tax credits

    Taxpayers that are preparing their 2023 returns are encountering a host of new and modified credits related to “green energy.”The Inflation Reduction Act of 2022 added some new credits, and modified others, mostly to make them more generous.

    Learn More

  • CCH® ProSystem <em>fx®</em> Tax (7)

    Article

    Tax & Accounting

    January 03, 2024

    Draft Schedules K-2 and K-3 for 2023: The domestic filing exception has been retained

    The draft partnership instructions for Schedules K-2 and K-3 (Forms 1065 and 1120S) retain last year’s filing exception for domestic partnerships.

    Learn More

Contact us about on-premise tax preparation software

CCH® ProSystem <em>fx®</em> Tax (2024)

FAQs

What is ProSystem fx tax? ›

ProSystem fx Tax Software is a comprehensive tax preparation solution designed to streamline the tax workflow for professionals, providing a range of features for efficient tax compliance.

How do I install ProSystem FX tax? ›

Installing CCH ProSystem fx Tax using Software Delivery Manager consists of three main steps.
  1. Download the compressed installation file using Software Delivery Manager.
  2. Extract the installation files for CCH® ProSystem fx® Tax from the file that you downloaded.
  3. Install CCH® ProSystem fx® Tax.

Is CCH axcess the same as ProSystem FX? ›

Wolters Kluwer offers CCH Axcess, a modular cloud-based tax preparation, compliance, and workflow management solution. Wolters Kluwer offers the ProSystem fx Suite (also the CCH ProSystem fx Suite editions with similar capabilities), a workflow management suite with document management system for accounting firms.

How much does CCH tax cost? ›

CCH CompleteTax is affordably priced at just $29.95 for a federal tax return and $14.95 for a state tax return. As an authorized IRS e-file provider, CCH CompleteTax allows eligible taxpayers to e-file their federal and state tax returns at no extra charge.

How much does ProSystem fx Engagement cost? ›

ProSystem fx Engagement starts at $1,275 (less any applicable discounts).

How do I install CCH ProSystem FX scan workstation? ›

To install Scan Workstation, do the following:
  1. On your keyboard, press Windows + R.
  2. Type \\ScanAdminMachine\Workstation (replace "ScanAdminMachine" with the name of the CCH® ProSystem fx® Scan Administrator computer) and press Enter.
  3. Right-click ProSystem fx Scan Workstation.exe and select Run as administrator.

How do I transfer a return from CCH ProSystem FX tax to CCH Axcess tax? ›

Steps to transfer a return from CCH® ProSystem fx® Tax to CCH Axcess™ Tax
  1. Open Return Manager.
  2. Select Utilities on the toolbar.
  3. Select Transfer to Axcess from the dropdown menu.
  4. On the Transfer to Axcess window, browse to and select the . ...
  5. Select the appropriate return group, if needed, then select OK.

How do I import fixed assets into CCH ProSystem FX? ›

To convert your Fixed Assets CS data files into ProSystem fx Fixed Assets:
  1. Open CH ProSystem fx Fixed Assets.
  2. Create a client file by identifying the: ...
  3. Import the file by selecting File > Import > Various File Types.
  4. Select Fixed Assets CS.
  5. Browse to the Fixed Assets CS data folder.
  6. Select OK to continue.

What does CCH stand for? ›

The Computerized Criminal History (CCH) is located within the State Police Bureau of Identification (SPBI)

Who is CCH owned by? ›

CCH is a wholly owned subsidiary of Wolters Kluwer North America.

Is CCH ProSystem FX cloud-based? ›

Hassle-Free Access on Any Device

Enjoy the convenience of cross-device compatibility with CCH ProSystem fx Tax hosted on the cloud.

What is ProSystem FX engagement? ›

CCH® ProSystem fx® Engagement

Drive quality and efficiency for all your firm's engagements with the only integrated working papers software solution on the market for the accounting profession.

What is ProSystem FX Suite? ›

Audit Software for Accountants. For a fully integrated audit experience, CCH® ProSystem fx® Engagement provides a workpaper management and trial balance solution that minimizes risk, increases efficiency, and eliminates redundant data entry.

What is drake tax software? ›

About Drake Tax

Drake Tax allows tax professionals to handle data entry operations and reduce keystrokes using the doublechecking functionality. It offers various features such as electronic signatures, calculation error messages, return archiving, joint filing, amortization schedules, automated data flows and more.

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