CCH ProSystem fx Tax Readiness Checklist
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Welcome to CCH ProSystem fx Tax! Now that you’re ready to install and use the best tax preparation and compliance
software available, we want to make sure you get the most out of your investment. Please review these important steps for
a successful implementation.
Review the System Requirements
Prior to installing the software, it’s important to ensure your hardware meets certain requirements. The CCH ProSystem fx support
site includes minimum and recommended system requirements to help optimize usage. Our team will gladly work with you for any
needed assistance with these requirements. Learn More >
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Schedule Your Training & Consulting Sessions as Soon as Possible
Wolters Kluwer wants to ensure you have a successful and positive experience with CCH ProSystem fx Tax, and — especially for new
customers — product training is an important component of that success. Within a few days of your order being processed, you
should receive a call from our Training & Consulting team. If you have any questions about training and would like to reach us before
that time, call 800-739-9998, option 2, option 2. Learn More >
Install Your Software
Within a few days of your order being processed, you should also receive a call from our Support team. They will assist as needed
and answer any technical questions you may have. Should you need immediate assistance, please don’t hesitate to contact
CCH Customer Support. There are multiple ways to reach us — pick the method that works best for you! Learn More >
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Sign Up for CCH Software News
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CCH Software News delivers time-sensitive email alerts to help you stay abreast of new content and software releases, as well as
other system news and updates. Note: In order to register for CCH Software News, you will need to create a support site login, if you
haven’t already. Learn More >
Convert Your Client Data (if applicable)
If you have tax return files from another software vendor that you’d like to convert to CCH ProSystem fx Tax, Wolters Kluwer offers
free conversion software for most major tax software packages. It’s as easy as backing up your tax data files and sending them in for
conversion. Get started by contacting Conversion Support at 800-739-9998, option 3, option 4. Learn More >
Join the Conversation
Many customers find it valuable to connect with colleagues who also use CCH ProSystem fx Tax. We offer a variety of opportunities
for you to communicate and interact with other tax, accounting and audit professionals on social media sites, including our own
product forums. Learn More >
For more information, visit CCHGroup.com/WelcometoTax.
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