Top 6 Add-ons for CCH ProSystem fx Software for Tax Practice Management

The contemporary tax workflows are complex. Due to evolving customer expectations, modern workforce requirements, stringent legal compliance, and digital transformation, tax firms need an advanced tax solution that can introduce collaboration, automation, and deep data analysis into the modern tax process.

Wolters Kluwer’s CCH ProSystem fx Tax is one such solution that optimizes tax practice management for preparers. Being a part of the CCH ProSystem fx Suite, it integrates seamlessly with other tools, helping you create a comprehensive tax ecosystem.

These integrations help firms automate repetitive tasks, streamline workflows, reduce manual data entry, and improve client collaboration — directly addressing many of the most pressing tax season challenges firms face today.

Here are six important add-ons that you can integrate with CCH ProSystem fx Tax.

1. CCH ProSystem fx Scan

A significant amount of a tax preparer’s time goes into organizing documents and preparing forms. CCH ProSystem fx Scan and AutoFlow Technology optimizes a tax preparer’s productivity by allowing them to retrieve critical information from forms and documents easily.

It uses OCR (Optical Character Recognition) to identify discrepancies in documents, reducing manual review time and effort. Moreover, with the AutoFlow technology, you can automatically retrieve relevant data from forms such as 1040. This data is then automatically validated and exported to the CCH ProSystem fx Tax application.

In addition, CCH ProSystem fx Scan facilitates document management. Its AI-powered features help you create a paperless workflow by consolidating digital documents into a single PDF. CCH ProSystem fx Scan integrates with plug-ins such as Adobe and Acrobat to manage multiple documents in a single bookmarked PDF file. It ensures minimum turnaround time during the bus tax season as tax preparers receive sorted, validated, and error-free documents without much manual effort.

2. CCH Axcess Document

During tax season, preparers need to handle heaps of documents from multiple clients. However, managing physical copies of these documents can be both overwhelming and inefficient. The CCH Axcess Document is a digital platform that optimizes document management for tax firms.

It is a hybrid solution that gives you the option of either storing documents on Wolters Kluwer’s cloud or on a local server. Either way, tax preparers can access their documents from any location at any time.

Moreover, CCH Axcess Document enhances client and team collaboration with the Share Safe feature that allows you to share documents online with clients. Moreover, team leads can assign tasks on the same online portal, which employees can view in real time. You can also set file retention policies to ensure automatic deletion of old or unwanted files to optimize document organization.

CCH Axcess Document offers multiple security features to ensure the complete protection of tax files. Firstly, if you opt for cloud storage, you get 256-bit SSL data encryption in transmission and at rest. Secondly, the application comes with advanced access controls so you can set the right permissions for different users.

Moreover, with the audit trail feature, tax firms can identify any unauthorized or suspicious activity. By improving accessibility, organization, and workflow efficiency, CCH Axcess Document enables tax preparers to streamline operations, support flexible work environments, and deliver faster client service.

3. CCH Axcess Engagement

Engagement and audits are two critical processes for any tax firm. CCH Engagement is an AI-enabled engagement management platform that ensures hassle-free engagements and error-free audits. It offers three options for tax preparers to choose from, depending on their business requirements.

• CCH Axcess Engagement Pro – It is a cloud-based solution built for large tax firms. Tax preparers can manage engagement from any location and collaborate easily with clients on the cloud platform.
• CCH Axcess Engagement Essentials – It is suitable for small firms that require only basic functionality for engagement and audits.
• CCH ProSystem fx Engagement – This tool is the desktop version of ProSystem fx’s engagement software. It enables you to import trial balances from other systems and organize documents on-premises. However, you can opt for specialized cloud hosting services for Wolters Kluwer’s apps to get both desktop features and cloud flexibility. Learn more about the benefits of moving CCH ProSystem fx to the cloud for engagement, audit, and tax workflows.

CCH Engagement ensures consistency and standardization across engagements, reducing the efforts of both engagement and audit teams. It integrates with CCH Axcess Tax to ensure real-time sync of all trial balances for an error-free operation.

Moreover, it offers seamless workpaper management on the cloud with the CCH Access platform. CCH Engagement’s interactive user interface makes it easier to adopt. It also optimizes workflow by providing real-time visibility into engagement progress, review status, outstanding tasks, and deadlines.

4. CCH ProSystem fx Planning

The preparation for tax season begins with tax planning. Clients expect a proactive approach from preparers, where they can provide valuable financial assistance in optimizing tax-saving opportunities.

The CCH ProSystem fx Planning tool is an interactive solution that provides you with multiple tax scenarios to analyze the effect of different legislation changes on tax returns. You can compare up to 30 what-if scenarios to see the difference in dollar amount. You can represent these tax scenarios in graphs to better understand the variance.

Moreover, its integration with CCH ProSystem fx tax allows you to import tax data directly and project 8 years of data. All the values are automatically calculated by the tool when you enter the data. With this tool, Wolters Kluwer also provides valuable training materials and consulting services so tax preparers can optimize tax planning for their clients.

5. CCH ProSystem fx Fixed Assets

CCH ProSystem fx Fixed Assets is a Wolters Kluwer solution that optimizes asset management and depreciation. It offers you a centralized platform for asset tracking, depreciation calculations, and customized reporting.

It automatically calculates the depreciation value when you enter an asset’s disposition percentage. Moreover, you can easily transfer or add assets from other sources with real-time sync. You can also calculate negative depreciation and streamline the disposal of group or individual assets.

CCH ProSystem fx Fixed Assets integrates seamlessly with CCH ProSystem tax, enabling tax preparers to import asset data in real time and ensure accurate tax calculations. Moreover, this tool includes reports such as Projection, Activity & Status that can be customized to your business requirements.

6. Xpitax Tax Preparation Outsourcing

Sometimes, a tax firm can struggle to manage heavy workloads during the hectic tax season due to staff shortages. Xpitax is a service that enables you to outsource your tax preparation tasks. Although you outsource tax preparation, Xpitax allows you to oversee each return to ensure transparency.

This SOC 2-compliant service offers a maximum turnaround time of 24 to 48 hours while maintaining your firm’s workflow. Opting for Xpitax lets you focus on client interactions and advisory rather than menial tax calculations.

Ensure a Hassle-Free Accounting and Tax Workflow with CCH ProSystem fx Integration

Integrating the right applications with CCH ProSystem fx Tax can help tax firms streamline workflows, reduce manual tasks, and manage a smoother tax season. These integrations make it easier for teams to collaborate, automate routine processes, and keep tax operations more organized.

However, the right tools from the CCH suite will depend on your firm’s budget, workflow, and business requirements. That’s why it is important to evaluate your tax practice needs before choosing the right add-ons.

To take your tax experience to the next level, host CCH ProSystem fx Tax on the cloud with your preferred business add-ons and Microsoft Excel on a dedicated server with Ace Cloud Hosting. This gives your team secure remote access, better collaboration, and a more flexible way to manage accounting and tax workflows. Explore ProSystem tax hosting pricing plans to find a setup that matches your firm’s size and workflow.