CCH ProSystem fx Planning vs Planner CS

CPCCH ProSystem fx Planning9.1Visit Planner CS9.0Visit

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

Planner CS #2 in Tax Planning Software 9.0/10 Pricing on request ✓ 3 of 6 features Visit Planner CS

• CCH ProSystem fx Planning fits best

  CPA firms using CCH tax systems

• Planner CS fits best

  UltraTax and GoSystem users

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Side by side

Feature	CPCCH ProSystem fx Planning 9.1/10 Visit ↗	Planner CS 9.0/10 Visit ↗
At a glance
Editor score	9.1	9.0
Ranking	#1 in Tax Planning Software	#2 in Tax Planning Software
Best for	CPA firms using CCH tax systems	UltraTax and GoSystem users
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	Phone, Live chat
Integrations	2 integrations	2 integrations
Built for	Small business, Mid-market, Enterprise	Small business, Mid-market, Enterprise
Features CCH ProSystem fx Planning 5/6 · Planner CS 3/6
Scenario modeling	✓	✓
Multi-year projection	✓	✓
Capital gains modeling	✓ (best)	Not checked yet
Retirement income modeling	✓ (best)	Not checked yet
Data import	✓	✓
Client collaboration	Not checked yet	Not checked yet
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 federal, state, resident, and nonresident tax outcomes Compares multiple scenarios with Result Finder what-if analysis Imports client data from UltraTax CS and GoSystem Tax RS
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 requires contacting sales Listed integrations focus on two tax systems Designed for accounting and tax professionals rather than general taxpayers
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 →	Planner CS is tax planning software from Thomson Reuters for accountants and tax professionals. It supports federal and state tax projections, multi-year planning, resident and nonresident state analysis, withholding calculations, 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

• Planner CS — where it wins

  • Projects federal, state, resident, and nonresident tax outcomes
  • Compares multiple scenarios with Result Finder what-if analysis
  • Imports client data from UltraTax CS and GoSystem Tax RS

  Where it doesn't

  • Pricing requires contacting sales
  • Listed integrations focus on two tax systems
  • Designed for accounting and tax professionals rather than general taxpayers

• 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 →
• Planner CS9.0/10 · Pricing on request

  A planning workspace for federal, state, multi-year, and scenario-based tax analysis.

  Visit Planner CSFull verdict →