The next generation of ProSystem fx Tax is here!

A complete tax preparation, compliance, and delivery solution with dynamic information flow and integrated research capabilities, ProSystem fx Tax will transform the way you perform your tax work.

Working Smarter, Not Harder, is Now Possible

With the next generation of ProSystem fx Tax, you’ll work faster AND smarter — and whenever and wherever you’d like. The ProSystem fx Tax platform is completely new, built with Microsoft’s .NET 3.5 Framework, and available as a SaaS (Software as a Service) deployment that is hosted on CCH servers. We’re using the latest advances in technology to bring you the smartest approaches to tax workflow management.

Meet the Next Generation of ProSystem fx Where you work faster, work smarter, work together, work anywhere. Starting now, the sky’s the limit. Browse our interactive brochure

This new Web-optimized ProSystem fx Tax is easier to access, use and update. No time-consuming installations or transitions to new versions are necessary — new enhancements are available immediately and seamlessly.

Reduce Time-Consuming Steps

Many of the time-consuming steps in the tax preparation workflow will improve dramatically with the next generation of ProSystem fx Tax.

Imagine the productivity gains you’ll realize from:

• Streamlining the overall cycle time — from gathering client information to moving a return through preparation, to creating, calculating and delivering an accurate tax return.

• Reducing the time spent reviewing and clearing diagnostics, and communicating with others on the team regarding issues and status.

• Eliminating the need to re-enter data that already exists in other applications.

• Reducing the time it takes to trace the input data to ensure everything was included, in the right area and to understand the calculation.

• Eliminating the time required to assemble all the forms in the right order, with the right correspondence.

The next generation of ProSystem fx Tax will guide you through the entire return process in the most fluid and productive way possible — from client planning and preparation to final sign-off and delivery, for each and every client, simple to complex.

Once you have ProSystem fx Tax in place, accuracy will go up, reviewing time will go down, and client re-work will decease significantly. No matter what tax preparation software you’re using, with the next generation of Tax you’ll be delivering high-quality service to your clients in significantly fewer hours.

Meet the Next Generation

Look over the features and benefits of the next generation of ProSystem fx Tax by clicking the "Features" tab above, then check out the companion products that make up the first wave of the next generation at CCHGroup.com/TheNextGeneration.

Well-Designed Features Professionals Will
Truly Appreciate

With the next generation of ProSystem fx Tax, you’ll benefit from:

• New look and feel. Having the same familiar user interface as Microsoft^® Office 2007 translates into ease of use. Helpful tooltips provide instant information about the function of a particular icon. You can drag and drop your most-used tools into the Quick Access Toolbar.

• Customized views that are transparent to the way you work. Customize the information about returns that you want to see with enhanced Return Manager functionality. Choose the information to include and change views on the fly. Use quick filters and grouping to arrange returns in the desired order.

• Practical tools for on-screen review. Increase the efficiency of your on-screen reviews with features that include tick marks and diagnostic sign-offs.

• Robust diagnostics. The application alerts you to incomplete returns or steps, changes that need to be reviewed, conflicts that need to be resolved, and more.

• Expert guidance. Contextual help, examples, and practice points — as well as real-time links to content on CCH's IntelliConnect^® — help provide the information needed to efficiently research topics, answer questions and manage the return preparation process.

• Dynamic preparer notes. A fully integrated preparer notes system allows preparers to create and respond to an array of note types using powerful features that help you assign, review, and batch purge — with a click.

• Instant Notification. Integration with the Suite dashboard gives immediate notification to a partner when a return needs their attention, eliminating the time returns are waiting for the next step in the cycle. By clicking on the note in the dashboard, the return is launched and the partner is taken directly to the specific field within the return and form needing his/her attention.

• The best of high-tech and high-touch for client communications. Create professional correspondence that you build from templates and edit in Microsoft® Word. Then, save to libraries and easily reuse the content in any return. You’ll have complete control over your correspondence.

• Streamlined, sophisticated printing options. Create print sets with everything to be printed for a specific return, for every return type. Send a job to multiple destinations, insert objects and add watermarks.

• Routing Sheet. If you are also using ProSystem^® fx Workstream, you can click on the icon and update the routing sheet. You always know where things are in the process.

• Numerous return distribution possibilities. Tax returns can be sent to CCH's e-file system, printed to a printer, archived in ProSystem fx® Document, or published in ProSystem fx^® Portal for clients to access.