CCH ProSystem fxWolters Kluwer
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About
CCH® ProSystem fx® suite, get integrated tax, accounting and audit, and workflow software tools in one award-winning solution. Maximize productivity and profits with integrated tax and accounting tools. Designed by the leaders in tax and accounting research, CCH® ProSystem fx® is used by the majority of the nation’s top accounting firms and business. An integrated tax, accounting, and workflow solution, CCH® ProSystem fx® enables you to increase accuracy, efficiency, and security, enhance client relationships. Build opportunities for additional revenue.CCH® ProSystem fx® Tax handles all types of federal and state returns, offers extensive electronic filing services, and automates computation and report generation. Improve workflow with a suite of integrated solutions including document management, firm management, knowledge management, and client collaboration. Help Mid-Large sized firms increase efficiency through the standardization of processes and workflows across their firm.
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About
Canopy is an all-in-one accounting practice management platform built for tax, bookkeeping, advisory, and CPA firms. It centralizes everything your firm needs—workflow, documents, billing, and client communication—so you can stop toggling between tools and start working smarter. Key features include customizable task templates, time tracking, client CRM, secure document sharing, eSignature, and integrated payments. Canopy’s Smart Intake and Engagements tools help streamline client onboarding with AI-driven questionnaires and branded proposals. The built-in client portal keeps your team and clients aligned in one secure place. With automation, AI, and real-time collaboration, Canopy helps firms reduce admin work, eliminate scope creep, and deliver an exceptional client experience. Whether you're a solo practitioner or a growing team, Canopy scales with your firm—helping you run a more efficient, connected, and modern practice.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Mid to large accounting firms that need an integrated suite solution for tax, accounting, audit and workflow software
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Audience
Accountants, accounting firms, tax professionals
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$50.00/month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationWolters Kluwer
Founded: 1913
United Kingdom
taxna.wolterskluwer.com/professional-tax-software/prosystem-fx
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Company InformationCanopy
Founded: 2013
United States
www.getcanopy.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Tax Practice Management Features
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
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Tax Practice Management Features
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
Accounting Features
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Accounting Practice Management Features
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
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Integrations
Axis LMS
Calendly
Doc.It by IRIS
Gmail
Google Contacts
Google Forms
Google Sheets
Kinective Bridge
Mailchimp
ProfitCents
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Integrations
Axis LMS
Calendly
Doc.It by IRIS
Gmail
Google Contacts
Google Forms
Google Sheets
Kinective Bridge
Mailchimp
ProfitCents
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