List of CCH ProSystem fx Suite Customers
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Since 2010, our global team of researchers has been studying CCH ProSystem fx Suite 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 Suite for ERP Financial 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 Suite for ERP Financial include: Hughes Hubbard & Reed, a United States based Professional Services organisation with 750 employees and revenues of $301.0 million, Brown Edwards, a United States based Professional Services organisation with 350 employees and revenues of $50.0 million, Rebel Oil Company, Inc, a United States based Distribution organisation with 142 employees and revenues of $38.0 million, Beacon Funding Corporation, a United States based Banking and Financial Services organisation with 100 employees and revenues of $15.0 million, Meicher CPAS, LLP, a United States based Professional Services organisation with 36 employees and revenues of $7.0 million and many others.
Contact us if you need a completed and verified list of companies using CCH ProSystem fx Suite, 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 Suite 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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Beacon Funding Corporation | Banking and Financial Services | 100 | $15M | United States | Wolters Kluwer | CCH ProSystem fx Suite | ERP Financial | 2014 | n/a |
In 2014, Beacon Funding Corporation implemented CCH ProSystem fx Suite as an ERP Financial application to centralize accounting and lease administration documentation and financial schedule management. The deployment focused on consolidating customer files and financial schedules within the CCH ProSystem fx Suite environment for the companys finance and lease operations teams.
Operational configuration emphasized the document management capabilities of CCH ProSystem fx Suite, using ProSystem fx Document as the repository for client documentation. Amortization schedules were produced in Lease Plus and uploaded into the customer documentation file in ProSystem fx Document, creating a consistent source of lease amortization records inside the CCH ProSystem fx Suite implementation.
The integration pattern linked Lease Plus output with the CCH ProSystem fx Suite document repository, enabling accounting and lease administration to reference amortization schedules alongside tax and compliance files. Governance and process changes included defined upload procedures and file retention practices within ProSystem fx Document, establishing a single document-centric workflow for lease schedules in the ERP Financial system.
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Brown Edwards | Professional Services | 350 | $50M | United States | Wolters Kluwer | CCH ProSystem fx Suite | ERP Financial | 2016 | n/a |
In 2016, Brown Edwards implemented CCH ProSystem fx Suite to streamline tax preparation and review workflows. The implementation used CCH ProSystem fx Suite within the ERP Financial category to reduce time spent on tax returns and to shift discrete tasks to the lowest qualified level of staff. The project targeted the firm's tax practice operations and partner review cycles.
Within CCH ProSystem fx Suite the firm deployed multiple solutions focused on tax preparation workflow, engagement management and document control to improve operational visibility. Configuration emphasized automated task routing and role based task assignment so preparer steps and reviewer handoffs were executed by the appropriate staff level. The deployment standardized checklists and review workflows to reduce partner review time and to enforce consistent work quality.
Operational scope centered on the tax department with firmwide visibility into assignment status and bottlenecks through centralized dashboards and reporting. Governance was revised to formalize review gates and require routing through the Suite for tax engagements, reducing ad hoc file handling and clarifying reviewer responsibilities. Outcomes called out by the firm included improved efficiency, increased visibility into operations, reduced time partners spent reviewing returns and an effort to boost profit margins.
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Hughes Hubbard & Reed | Professional Services | 750 | $301M | United States | Wolters Kluwer | CCH ProSystem fx Suite | ERP Financial | 2020 | n/a |
Hughes Hubbard & Reed implemented CCH ProSystem fx Suite in 2020 as an ERP Financial application to centralize fiduciary tax and estate accounting workflows. The deployment was positioned to support the firm’s fiduciary income tax, estate and gift tax, and private foundation return processing across trust administration and estate planning practices.
CCH ProSystem fx Suite was configured to manage functional modules aligned to fiduciary work including preparation of Forms 1041, 706, 709, and 990-PF, maintenance of estate and trust account records, estate and gift tax calculations, trustee and executor commission computations, and unitrust and annuity payment schedules. The implementation emphasized structured work paper assembly and a tax tickler mechanism to verify timely filing and estimated tax payments, reflecting practice-driven configuration for law firm tax specialists and CPAs.
Operational coverage focused on the firm’s tax team, fiduciary specialists, and coordinative workflows with attorneys, investment advisors, and administrators to resolve client questions and to communicate with the Internal Revenue Service and state tax departments. The solution enabled consolidated maintenance of accounts and records for estates and trusts and supported routine tasks such as distribution coordination, tax research documentation, and beneficiary payment tracking.
Governance and process changes centered on role-based preparation workflows for fiduciary returns, standardized documentation practices for cross-functional review, and preservation of audit trails for client tax files. Day to day use aligned with job requirements for CPA level tax staff, emphasizing professional communication, quality control in return preparation, and coordinated interaction with external advisers.
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Professional Services | 36 | $7M | United States | Wolters Kluwer | CCH ProSystem fx Suite | ERP Financial | 2017 | n/a |
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Distribution | 142 | $38M | United States | Wolters Kluwer | CCH ProSystem fx Suite | ERP Financial | 2020 | n/a |
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Buyer Intent: Companies Evaluating CCH ProSystem fx Suite
- BlackRock, a United States based Banking and Financial Services organization with 19900 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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