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CCH, A Wolters Kluwer business — ProSystem fx Practice Management

screenshotprosystemfxpm_10294037

800-739-9998 opt. 1 

www.cchgroup.com

 

2011 Overall Rating 4.25

 

Best Firm Fit

Firms wanting powerful time, project, marketing and client management features, particularly those using other components of the ProSystem fx Suite.

Strengths

  • Strong integration with ProSystem fx Suite, Sage Abra Payroll, and Sage MAS 90, 200 and 500
  • Great features for tracking marketing & prospect information
  • SaaS version available
  • Business Intelligence module available

 

Potential Limitations

  • Users have to update the program manually

Summary & Pricing

Because of its strong integration capabilities, ProSystem fx Practice Management is a solid choice for firms using other components of the ProSystem fx Suite. Several firms not using the suite purchase the practice management portion as a standalone product because of its powerful time, project, marketing and client management features. The price of a 10-user basic system that does not include contact management is $2,260. The version that includes all components is $4,325.

Product Delivery Methods

_X_ On-Premises

___ SaaS

___ Hosted by Vendor

 

Basic System Functions – 4.25

Time Management Capabilities – 4.75

Invoicing Functions – 4.5

Management Features – 4.75

Integration & Data Management – 4.75

Help/Support – 4.25

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