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The ProSystem fx® Office Success Stories
The ProSystem fx® Office Success Stories Learn about how these companies have improved workflow and streamlined processes while gaining peace of mind by using the ProSystem fx suite of products.
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What Others Are Saying
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K.B. Morgan, PLLC leverages a paperless workflow to achieve the same level of productivity as a much larger firm
K.B. Morgan, PLLC “ProSystem fx® Suite is an integral part of my workflow. It’s the first thing I go to in the morning, and I’m moving seamlessly between ProSystem applications all day. I wouldn’t want my firm to operate without it.”

— Barry Morgan, Owner, K.B. Morgan, PLLC


PRODUCTS: ProSystem fx Document ASP, ProSystem fx Engagement, ProSystem fx Scan, Global fx, Tax Notebook
Lopez Tax Service partners with CCH to create a professional website that attracts new business.
Lopez Tax Service "We’d made two previous attempts at websites, but they were like static brochures. It took weeks to make changes. But when the CCH people showed me the content management system in ProSystem fx® Site Builder, all my expectations were met right there on the spot. Now I could make changes as fast as I wanted. I like to say that CCH moves at the ‘speed of business.’"

— Carlos Lopez, President, Lopez Tax Service


PRODUCTS: ProSystem fx Site Builder
Sharvin & Associates, CPAs harnesses the power of the Internet to open and update tax forms anywhere in the world
Sharvin & Associates, CPAs “I would find myself in a different state with a client, wanting to access all my records and forms. I just wanted real quick access to actual tax returns so I could make changes.”

— Jim Sharvin, CPA and owner, Sharvin & Associates, CPAs


PRODUCTS: Global fx
L.L. Bradford & Company, LLC reduces operating costs of its tax department by 25% and increases cycle time without increasing staff
L.L. Bradford & Company, LLC “As a top firm in our market, we need every advantage that we can get to continue to meet our staff and client needs. Your outsourcing program has provided that advantage. Now that we aren’t spending so much time in the preparation process, we have the time to develop our staff into true business advisors and to provide the personal contact with our clients that they have grown
to expect.”


— Dave Hall, Managing Partner, L.L. Bradford & Company, LLC


PRODUCTS: ProSystem fx Tax, ProSystem fx Engagement, ProSystem fx Outsource
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