Why switch from Wolters Kluwer CCH ProSystem fx Practice Management to Qount?

ProSystem fx Practice Management offers familiarity—but increasingly, that's all it offers. The world is marching toward AI and cloud-first infrastructure. Firms stuck on the CCH suite find themselves increasingly walled in.

Here are 3 reasons Qount is the clear alternative. 👇

1. Built for the AI Future

Qount offers the most advanced practice management AI on the market.

Here's a partial list of what Qount AI (affectionately QAI, or "Kai") can do for your firm:

• Match incoming work to the right staff based on workload capacity and skill.
• Identify time logged in "scope creep" so you can plug revenue leakage.
• Spot miscategorized transactions in your client's QBO or Xero data.
• Flag drops in client sentiment before they escalate into broken relationships.
• Generate client briefs with recent interactions and open items, so you’re always prepared for upcoming meetings.
• Notify staff when their work is missing a time entry.
• And more!

CCH ProSystem fx Practice Management is lightyears behind in AI. Aside from an AI boost to OCR, CCH Practice Management remains a traditional on‑premise tool with old-fashioned rule-based automations and no intelligent tools.

2. Steady Feature Rollouts Based on Customer Feedback

CCH Practice Management is built on decades-old architecture, which makes it increasingly difficult to keep up with modern feature demands. In a word, it's outdated.

At Qount, our roadmap is aggressive—and with backing from Savant Growth, we are hiring more back-end developers to deliver even faster. Best of all: Our Qustomers guide our roadmap. We listen to your needs and set our priorities accordingly.
Take it from Gina Johnson, Chief of Staff at Robert Morris:

"Their team is very good at adapting the program to what we need it to be," she says. "It's good that it's not just, 'Here it is. This is what it can do and this is all it can do.' [...] Qount has been very, very good at working with us on making the program fit our needs."

Or from Tom Bade, Chief Technology Officer at Accounting Complete:

"They're always very amenable to working with us on systems where we see potential improvements. And then sometimes they'll roll those out to the whole platform." 

3. Unified Software Architecture

One of Qount's defining advantages is that it offers a unified platform. CRM, time tracking, project management, billing, proposals, document management, e-signatures, and more are all part of the same ecosystem. One database. One user experience.

CCH ProSystem fx Practice Management requires cobbling together disparate products to get the same outcome. Need a client portal? You’ll need to buy Portal. Want document storage? That’s Document. For tax, add ProSystem fx Tax. For reporting? Learn Report Writer.

This fragmentation leads to:

🔁 Sync issues
😖 Redundant data entry
🗻 Steep training curves

Qount gives you everything in one log-in. That means every part of your system is integrated, and users aren't constantly tabbing between products.

*Discount eligibility: For new customers only; maximum of $3k off Training & Onboarding; good for orders placed before 12/31/2025. CCH Axcess users also eligible.