List of CCH ProSystem fx Engagement Customers
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Since 2010, our global team of researchers has been studying CCH ProSystem fx Engagement customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased CCH ProSystem fx Engagement for Tax Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using CCH ProSystem fx Engagement for Tax Management include: Clark Associates, a United States based Distribution organisation with 4300 employees and revenues of $600.0 million, Novogradac & Company Llp, a United States based Banking and Financial Services organisation with 600 employees and revenues of $70.0 million, Vesey Grandmaison Tripo, a United States based Professional Services organisation with 300 employees and revenues of $62.0 million, Rodriguez, Deborah Cpa - Rodriguez Davidson &..., a United States based Professional Services organisation with 240 employees and revenues of $40.0 million, KerberRose, a United States based Professional Services organisation with 250 employees and revenues of $35.0 million and many others.
Contact us if you need a completed and verified list of companies using CCH ProSystem fx Engagement, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the ERP Financial Management software purchases.
The CCH ProSystem fx Engagement customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of ERP Financial Management software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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A And J Tax | Professional Services | 10 | $1M | United States | Wolters Kluwer | CCH ProSystem fx Engagement | Tax Management | 2012 | n/a |
In 2012, A And J Tax implemented CCH ProSystem fx Engagement. The firm, a 10-employee professional services provider in the United States, lists CCH ProSystem fx Engagement on its public website as its Tax Management application, establishing the product as the central engagement platform for tax and client file workflows.
The deployment at A And J Tax is consistent with small-firm configurations of CCH ProSystem fx Engagement, centering on engagement file and workpaper management, document indexing and binder organization, trial balance assembly, and audit trail capabilities. Configuration signals include standardized engagement templates and centralized file indexing to support the firmwide tax preparation and client engagement processes. Governance and operational coverage appear focused on firm-level tax and accounting functions, with the public website used to surface the application as part of client-facing tooling and practice infrastructure.
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A Brownarmstrong Professional Corporation | Professional Services | 10 | $1M | United States | Wolters Kluwer | CCH ProSystem fx Engagement | Tax Management | 2011 | n/a |
In 2011 A Brownarmstrong Professional Corporation implemented CCH ProSystem fx Engagement for Tax Management, and references to CCH ProSystem fx Engagement appear on the firm website. The deployment centered on engagement file management and electronic workpaper capabilities, using the application to organize client files, maintain trial balances, and store engagement documentation for tax and accounting workflows.
For a 10 employee professional services firm this implementation supported core tax and accounting business functions, centralizing client file organization and document control across the practice. Configuration and governance emphasized workpaper linking, standardized file naming and binder generation, and use of the application for PDF output and electronic evidence of engagement procedures.
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A Plus Accounting Svc | Professional Services | 10 | $1M | United States | Wolters Kluwer | CCH ProSystem fx Engagement | Tax Management | 2023 | n/a |
In 2023, A Plus Accounting Svc implemented CCH ProSystem fx Engagement for Tax Management. A Plus Accounting Svc uses CCH ProSystem fx Engagement as its primary Tax Management application to support accounting and tax preparation workflows within its professional services practice.
The deployment emphasizes engagement and workpaper management, document organization, and tax return assembly, reflecting capabilities typical of Tax Management solutions. The firm lists use of CCH ProSystem fx Engagement on their website, indicating a public-facing linkage or client access point for engagement materials and secure document exchange.
Operational coverage is centered on the firm’s accounting and tax staff, consolidating engagement files, standardized workpapers, and client correspondence under the CCH ProSystem fx Engagement environment. Governance and process adjustments focus on engagement-level controls and role-based access to support consistent engagement lifecycle workflows across the practice.
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Abbott & Smith Pc | Professional Services | 10 | $1M | United States | Wolters Kluwer | CCH ProSystem fx Engagement | Tax Management | 2023 | n/a |
In 2023, Abbott & Smith Pc implemented CCH ProSystem fx Engagement for Tax Management. The small professional services firm of about 10 employees surfaced CCH ProSystem fx Engagement on its public website to enable client document submission and to provide visibility into engagement status, indicating a combined internal and client facing deployment. The implementation is oriented around engagement centric file management and client intake rather than broad enterprise integrations.
Configuration emphasizes core Tax Management capabilities including engagement file organization, workpaper indexing, document management, and automated engagement status tracking, with templates and workflows simplified for a single office operational scope. Governance was implemented through centralized engagement templates, role based access controls, and audit trails for workpaper changes to support versioning and compliance for tax preparation workflows. Integrations are limited to the website surface as stated, and no external system integrations are specified. Abbott & Smith Pc uses CCH ProSystem fx Engagement as its primary Tax Management application to manage tax preparation workflows and client engagement files.
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Abrams & Steinberg | Professional Services | 10 | $1M | United States | Wolters Kluwer | CCH ProSystem fx Engagement | Tax Management | 2011 | n/a |
In 2011, Abrams & Steinberg implemented CCH ProSystem fx Engagement for Tax Management, a configuration publicly referenced on the firm website. The choice reflects a small professional services deployment scaled to a 10-person firm, focused on formalizing tax engagement workflows rather than broad enterprise ERP functions.
The CCH ProSystem fx Engagement installation emphasizes engagement-level controls and document-centric tax workpapers, leveraging core Tax Management capabilities such as engagement management, electronic workpaper organization, and consolidated client file document management. CCH ProSystem fx Engagement is used to centralize tax folder structures, standardize review checkpoints, and maintain audit-ready file organization consistent with tax preparation and compliance workflows.
Operational scope covers the firm’s tax and accounting function across its staff, with governance set up around file versioning, reviewer sign-offs, and standardized naming conventions within the engagement application. Rollout appears to be firm-wide for tax engagements, positioning the application as the primary system for managing client tax workpapers and related documentation.
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Professional Services | 10 | $1M | United States | Wolters Kluwer | CCH ProSystem fx Engagement | Tax Management | 2011 | n/a |
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Professional Services | 10 | $1M | United States | Wolters Kluwer | CCH ProSystem fx Engagement | Tax Management | 2011 | n/a |
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Professional Services | 10 | $1M | United States | Wolters Kluwer | CCH ProSystem fx Engagement | Tax Management | 2019 | n/a |
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Professional Services | 20 | $2M | United States | Wolters Kluwer | CCH ProSystem fx Engagement | Tax Management | 2013 | n/a |
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Professional Services | 18 | $2M | United States | Wolters Kluwer | CCH ProSystem fx Engagement | Tax Management | 2011 | n/a |
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Buyer Intent: Companies Evaluating CCH ProSystem fx Engagement
- CBIZ, a United States based Professional Services organization with 6500 Employees
- Uhy Advisors Mi, a United States based Professional Services company with 254 Employees
- University of Kansas, a United States based Education organization with 10310 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
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Uhy Advisors Mi | Professional Services | 254 | $30M | United States | 2026-05-07 |
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CBIZ | Professional Services | 6500 | $1.4B | United States | 2025-09-08 |
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University of Kansas | Education | 10310 | $1.9B | United States | 2025-02-05 |
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Professional Services | 10 | $1M | United States | 2024-11-14 |
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Banking and Financial Services | 4827 | $41.5B | Indonesia | 2024-08-07 |
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Education | 50 | $5M | United States | 2024-08-06 |
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Professional Services | 60 | $6M | United States | 2024-06-11 |