CCH ProSystem fx Planning vs TaxStatus

CPCCH ProSystem fx Planning9.1Visit TaxStatus8.6Visit

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

TaxStatus #5 in Tax Planning Software 8.6/10 Paid ✓ 5 of 6 features Visit Tax Status

• CCH ProSystem fx Planning fits best

  CPA firms using CCH tax systems

• TaxStatus fits best

  IRS-connected tax advisory firms

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Side by side

Feature	CPCCH ProSystem fx Planning 9.1/10 Visit ↗	TaxStatus 8.6/10 Visit ↗
At a glance
Editor score	9.1	8.6
Ranking	#1 in Tax Planning Software	#5 in Tax Planning Software
Best for	CPA firms using CCH tax systems	IRS-connected tax advisory firms
Pricing model	Paid	Paid
Starting price	Pricing on request	$75/mo
Free plan	Not checked yet	—
Free trial	—	—
Support	Email, Live chat, Phone	Live chat, Docs
Integrations	2 integrations	4 integrations
Built for	Small business, Mid-market, Enterprise	Small business, Mid-market, Enterprise
Features CCH ProSystem fx Planning 5/6 · TaxStatus 5/6
Scenario modeling	✓	✓
Multi-year projection	✓ (best)	Not checked yet
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	IRS-sourced data retrieval with consent-based workflows Planning module evaluates more than 100 eligible strategies API, monitoring, history comparisons, and digital onboarding
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	No free plan; Starter supports up to 30 clients Firm starts at $1,000 per month Focused on U.S. taxpayer data and IRS-connected workflows
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 →	Tax Status is a web-based platform for financial advisors and tax professionals working with U.S. taxpayer data. It retrieves IRS-verified information through consent-based workflows and organizes financial baselines, income, assets,… 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

• TaxStatus — where it wins

  • IRS-sourced data retrieval with consent-based workflows
  • Planning module evaluates more than 100 eligible strategies
  • API, monitoring, history comparisons, and digital onboarding

  Where it doesn't

  • No free plan; Starter supports up to 30 clients
  • Firm starts at $1,000 per month
  • Focused on U.S. taxpayer data and IRS-connected workflows

• 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 →
• TaxStatus8.6/10 · Paid

  A focused tax-planning workspace for firms that need IRS-connected data and scenario analysis.

  Visit Tax StatusFull verdict →