Meet the next generation

Get acquainted with the first wave of products in the next generation of ProSystem fx. Each of these five applications is designed to work seamlessly with each other, subsequent ProSystem fx applications, your own third-party applications... and with you.

ProSystem fx Tax
ProSystem fx Document
ProSystem fx Practice
ProSystem fx Portal
ProSystem fx Workstream

ProSystem fx Tax

See all your data, centralized in one place

ProSystem fx, the tax compliance and preparation software that's trusted by leading CPA firms of all sizes, is now engineered to become a seamless part of your firm's workflow for maximum productivity and convenience. More information

• Lets you create customized views of the information you want to see about your returns, so it's transparent to the way you work.
• Simplifies your on-screen reviews, through helpful features like tickmarks and diagnostic sign-offs.
• Requires less data entry, saving you tedious steps and precious time.
• Saves you time when you print returns — you can create print sets, send to multiple destinations, insert objects and add watermarks.
• Helps you communicate better with your clients, with templates that let you create and edit professional correspondence in Microsoft® Word.

ProSystem fx Document

Take charge of your firm's documents

Today's paperless office has one thing in common with the old paper-intensive one: it only works if you know where your documents are. The next generation of ProSystem fx Document answers that need, with tools that let you store, find and use all documents and emails for both your firm and your clients. More information

• Protects you by securing your documents, ensuring regulatory compliance and avoiding needless liability exposure.
• Groups your emails by thread and manages your email history, giving you a clearer picture of your correspondence with clients.
• Makes document searches easy, thanks to an intuitive search interface that's similar to Microsoft® Outlook.
• Lets you import multiple files at once or save any document to multiple entities, clients or projects.
• Allows you to customize the application to work exactly as you choose, and remembers your choices each time you log in.
• Provided online, like all next-generation ProSystem fx applications, to give your firm the advantages of server-based cloud computing. However, versions that run on the firm's premises will also follow for those who need them.

ProSystem fx Practice

Turn time entry, billing and invoicing into a center of efficiency

Many firms see time entry as an ordeal, but it can also be an opportunity. By centralizing this key operational function, the next generation of ProSystem fx Practice helps you manage your firm more easily, gain insight into its activity and improve its productivity. More information

• Makes time entry easier to manage, with flexible new options that let you enter the estimated time remaining on projects, enter the reasons for overriding a standard rate, or view CPE tracking and historic bank hour entries.
• Provides multiple methods for your staff to keep track of their time by daily entry, weekly entry or by use of clocks.
• Provides up-to-date calendars with productivity and billing statistics, helping employees to manage themselves.
• Sends your staff auto-reminders to record their hours, so they're credited for all their hard work.
• Simplifies billing and invoicing — you can bill groups of clients, post multiple invoices for one client, and more.
• Provides a centralized dashboard where your staff can use their Microsoft® Outlook calendars, email and to-do lists, as well as view and enter time.

ProSystem fx Portal

Collaborate with clients and exchange files with confidence

It's already illegal in several states to send email attachments without sufficient protection, and more are expected to follow. In addition, almost all states require full disclosure if a security breach occurs. To protect your documents and your firm, trust the full-featured solution from the tax and accounting software leader: the next generation of ProSystem fx Portal. More information

• Saves you the time and money it costs to physically exchange paper documents or DVDs, either to or from your clients.
• Offers you a secure digital point of access to safely store and exchange files, saving you the implementation costs of a complicated data encryption scheme.
• Lets you or your clients upload electronic documents and files to your Portal, immediately and securely.
• Allows document transfer between you and your clients in both directions, from anywhere there's an Internet connection.
• Lets each user access all the Portals they're authorized to use, by logging in just once.
• Gives you the flexibility to control access levels, set expiration times for posts, automatically notify recipients, set up a folder structure that mirrors your firm's,and more.
• Works as a stand-alone application, or in tandem with next-generation ProSystem fx Document to give you even broader capabilities.

ProSystem fx Workstream

Take control of your workflow... and your profits

ProSystem fx Workstream streamlines your workflow as never before, by giving you a real-time view on the status of every project in your firm. Now you can tailor each project to the level of complexity that suits the job, and you gain immediate productivity increases that translate into more billable hours. More information

• Keeps you up to date on every piece of work you need to do, are doing or have done.
• Tracks all due dates and budgets hours more accurately, to make sure each project is getting done on time and on budget.
• Automatically logs your employees' time in the timesheet at each project stage.
• Provides budget-to-actual reporting, helping you keep project costs in bounds.
• Automatically notifies you — or any group within the firm — of the next milestone on your project.

The next generation will continue to grow — watch for more new ProSystem fx products in the months to come...