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Description

Effectively forecast anticipated tax payments, capital gains, and taxation for both residents and nonresidents. Throughout the year, prepare for tax consequences stemming from events such as marriage, Roth conversions, and stock transactions by utilizing the Income Tax Planner. Our established history of being first-to-market ensures that you can have confidence in our integration of the most recent tax laws. With precision and efficiency, we provide clients with a comprehensive view of their tax scenarios, including detailed analyses and side-by-side comparisons. Develop precise, professional, and impactful strategies that aid clients in minimizing their tax burdens while making informed choices. Seamlessly model and address intricate tax situations with ease. Leverage Bloomberg Tax & Accounting's esteemed expertise, along with current calculations, thorough analytics, and projections, to determine the most advantageous strategies for your clients' tax, investment, and retirement planning needs. This empowers clients to navigate their financial future with clarity and assurance.

Description

The CCH® ProSystem fx® suite provides a comprehensive array of integrated tools for tax, accounting, audit, and workflow management, all within a single award-winning platform. By utilizing these cohesive tax and accounting solutions, firms can significantly boost their productivity and profitability. Developed by experts in tax and accounting research, CCH® ProSystem fx® is the preferred choice of many of the leading accounting firms and businesses in the country. This all-in-one solution not only enhances accuracy and efficiency but also strengthens client relationships, leading to new revenue opportunities. CCH® ProSystem fx® Tax is capable of managing various federal and state returns, features extensive electronic filing options, and automates the generation of computations and reports. Additionally, the suite improves operational workflow through integrated services such as document management, firm management, knowledge sharing, and client collaboration. It empowers mid to large-sized firms to streamline their processes and workflows, thereby increasing overall efficiency and effectiveness. Ultimately, the CCH® ProSystem fx® suite positions firms to adapt to the evolving landscape of tax and accounting while maximizing their potential for growth.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CDG Elements No 
Doc.It by IRIS No 
Kinective Bridge No 
ProfitCents No 
QuickFee No 
Rightworks Yes 
SafeSend No 
StanfordTax No 
Truss No 
Verito No 
Workpapers CS No 

Integrations

CDG Elements Yes 
Doc.It by IRIS Yes 
Kinective Bridge Yes 
ProfitCents Yes 
QuickFee Yes 
Rightworks No 
SafeSend Yes 
StanfordTax Yes 
Truss Yes 
Verito Yes 
Workpapers CS Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Bloomberg Tax & Accounting

Country

United States

Website

pro.bloombergtax.com/income-tax-planner/

Vendor Details

Company Name

Wolters Kluwer

Founded

1913

Country

United Kingdom

Website

taxna.wolterskluwer.com/professional-tax-software/prosystem-fx

Product Features

Tax Planning

Detailed Savings Calculations No 
Export Branded Proposal No 
Export Branded Tax Plan No 
Multi-Entity Planning No 
Multi-Year Planning No 
Proposed Legislation Planning No 
State & Local Planning No 
Strategy & Scenario Comparison No 
Tax Return Diagnostics No 
Tax Return Scanning No 

Product Features

Tax Planning

Detailed Savings Calculations No 
Export Branded Proposal No 
Export Branded Tax Plan No 
Multi-Entity Planning No 
Multi-Year Planning No 
Proposed Legislation Planning No 
State & Local Planning No 
Strategy & Scenario Comparison No 
Tax Return Diagnostics No 
Tax Return Scanning No 

Tax Practice Management

Approval Process Control No 
Billing & Invoicing Yes 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
Scenario Planning No 
Tax Filing No 
Tax Forms No 
Workflow Management No 

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