CCH ProSystem fx Planning vs BNA Income Tax Planner

CPCCH ProSystem fx Planning9.1Visit BNA Income Tax Planner8.7Visit

Higher score CP CCH ProSystem fx Planning #1 in Tax Planning Software 9.1/10 Pricing on request ✓ 5 of 6 features Visit Wolters Kluwer

vs

BNA Income Tax Planner #4 in Tax Planning Software 8.7/10 Pricing on request ✓ 6 of 6 features Visit Bloomberg

• CCH ProSystem fx Planning fits best

  CPA firms using CCH tax systems

• BNA Income Tax Planner fits best

  Professional multi-year tax planning

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Side by side

Feature	CPCCH ProSystem fx Planning 9.1/10 Visit ↗	BNA Income Tax Planner 8.7/10 Visit ↗
At a glance
Editor score	9.1	8.7
Ranking	#1 in Tax Planning Software	#4 in Tax Planning Software
Best for	CPA firms using CCH tax systems	Professional multi-year tax planning
Pricing model	Paid	Paid
Starting price	Pricing on request	Pricing on request
Free plan	Not checked yet	Not checked yet
Free trial	—	—
Support	Email, Live chat, Phone	Email, Phone, Docs
Integrations	2 integrations	5 integrations
Built for	Small business, Mid-market, Enterprise	Small business, Mid-market, Enterprise
Features CCH ProSystem fx Planning 5/6 · BNA Income Tax Planner 6/6
Scenario modeling	✓	✓
Multi-year projection	✓	✓
Capital gains modeling	✓	✓
Retirement income modeling	✓	✓
Data import	✓	✓
Client collaboration	Not checked yet	✓ (best)
Our review
Pros	Models federal and integrated state tax calculations Compares up to 30 scenarios across up to 10 years Imports base-year amounts from CCH tax products	Projects tax liabilities across up to 20 years Compares alternative plans with federal and state calculations Imports tax data and supports client permissions and plan sharing
Cons	Pricing requires a quote-based sales process Best ecosystem fit depends on CCH Axcess Tax or ProSystem fx Tax Client communication centers on letters rather than in-product collaboration	Pricing is handled through a sales contact Available on web and Windows rather than broader platforms Tax-rule coverage may vary by current release
Our verdict	CCH ProSystem fx Planning is tax planning software for CPA and public accounting firms. It combines federal calculations—including regular tax, AMT, capital gains, and retirement-distribution taxes—with integrated state computations for… Read the review →	BNA Income Tax Planner is tax-planning software for tax professionals preparing individual and fiduciary tax projections. It is designed for firms that need to compare alternative plans, model tax liabilities across multiple years, and… Read the review →

Strengths and trade-offs

• CCH ProSystem fx Planning — where it wins

  • Models federal and integrated state tax calculations
  • Compares up to 30 scenarios across up to 10 years
  • Imports base-year amounts from CCH tax products

  Where it doesn't

  • Pricing requires a quote-based sales process
  • Best ecosystem fit depends on CCH Axcess Tax or ProSystem fx Tax
  • Client communication centers on letters rather than in-product collaboration

• BNA Income Tax Planner — where it wins

  • Projects tax liabilities across up to 20 years
  • Compares alternative plans with federal and state calculations
  • Imports tax data and supports client permissions and plan sharing

  Where it doesn't

  • Pricing is handled through a sales contact
  • Available on web and Windows rather than broader platforms
  • Tax-rule coverage may vary by current release

• CPCCH ProSystem fx Planning9.1/10 · Pricing on request

  A deep CCH-connected planner for firms modeling complex federal and state tax outcomes.

  Visit Wolters KluwerFull verdict →
• BNA Income Tax Planner8.7/10 · Pricing on request

  A deep planning tool for multi-year, multi-case individual and fiduciary projections.

  Visit BloombergFull verdict →