Access ProSystem fx Tax from anywhere, anytime.
A dedicated remote environment for ProSystem fx Tax, engineered for firms juggling consolidated returns and multiple reviewers at once.
Same ProSystem fx Tax. No local server.
ProSystem fx Tax is built for firms handling complex, multi-entity compliance work — but like most enterprise desktop tax software, it was designed to run on a Windows server in one office. Hosting takes that install off the in-office server rack and puts it on infrastructure built to handle several reviewers touching the same complex file at once.
Every Office, One Environment
Partners, managers, and staff across multiple offices reach the identical hosted setup.
Concurrent Review, No File Locking
A manager can review a return while a preparer is still working the next one.
Retire the In-House Server Rack
No enterprise hardware refresh cycle to budget for every few years.
Redundancy Built for Complex Files
Consolidated, multi-entity engagements are backed up the same way as everything else.
Flex Staffing Around Filing Deadlines
Bring on contract reviewers for peak periods, release the capacity after.
The Software Your Team Already Trained On
ProSystem fx Tax runs the same way, just reached remotely.
The full ProSystem fx Tax toolset, off the office server
The application, the forms, the workflow — all identical. What moves is the server it runs on, from a single office rack to infrastructure built for concurrent, multi-entity work.
Security you can show clients
Tax data is the most sensitive information your firm handles — Social Security numbers, income records, bank details. Our ProSystem fx Tax environment is built around IRS Publication 4557 and FTC Safeguards Rule–conscious practices, giving you documentation for your own compliance obligations. When a client asks how their data is protected, “hosted with SOC 2–aligned controls” is a very different answer than “on the front-desk PC.”
Data encrypted in transit and at rest
Multi-factor authentication on every login
Point-in-time recovery, always current
Data centre infrastructure controls
Information security management
Payment data handling standards
Uptime SLA — your team isn’t locked out during peak filing weeks.
Secure server locations, close to you
Our data centres sit in low-risk zones shielded from natural disasters, with enterprise power, cooling, and network redundancy — positioned to keep latency low no matter where your team logs in from.
ProSystem fx Tax hosting plans for every firm size
Per-user monthly pricing built for firms scaling staff through a busy season, with nothing hidden at setup.
2 Users
2 Apps Included
6GB RAM · 10GB SSD
99.99% Uptime
Universal Printer, Adobe Reader, MS Word & Excel
Daily Backups
24/7 Server Monitoring
Popular
5 Users
3 Apps Included
8GB RAM · 30GB SSD
99.99% Uptime
Universal Printer, Adobe Reader, MS Word & Excel
Daily Backups
24/7 Server Monitoring
12 Users
4 Apps Included
10GB RAM · 40GB SSD
99.99% Uptime
Universal Printer, Adobe Reader, MS Word & Excel
Daily Backups
24/7 Server Monitoring
Need a custom setup? Get a tailored quote for your firm’s user count and storage needs.
One hosting partner across your entire CCH Suite
ProSystem fx Tax sits in the same hosting environment as QuickBooks, Drake, Lacerte, ProSeries, and ATX, giving a multi-office firm one vendor relationship instead of five.
Support Built for Complex Season PressureLive help when a multi-entity filing deadline is on the line.
Pilot It on a Real EngagementRun an actual client file through the hosted environment during your free trial.
Enterprise Pricing Without the GuessworkPer-user monthly pricing, no hidden implementation fees.
Migration Timed Around Your SeasonWe move data and CCH Suite settings without disrupting active engagements.
Dedicated Capacity, Not SharedPerformance holds steady regardless of what other clients are running.
One Environment for the Whole SuiteProSystem fx Tax alongside QuickBooks, Drake, Lacerte, ProSeries, and ATX.
Trusted by firms who can’t afford downtime
“Our consolidated returns involve a dozen entities each. Hosting ProSystem fx Tax meant every reviewer on that engagement is working off the exact same file, in real time.”
“We evaluated a lot of hosting providers before picking one who actually understood what CCH Suite integration requires. It’s worked exactly as promised.”
“Multi-state apportionment work used to bottleneck on whoever had the file open locally. Now it doesn’t.”
Frequently asked questions about ProSystem fx Tax hosting
Is ProSystem fx Tax hosting secure enough for client tax data?+
Can multiple preparers work in ProSystem fx Tax at the same time?+
Can I also host CCH Engagement or Document alongside ProSystem fx Tax?+
Will ProSystem fx Tax look or work differently once hosted?+
Can I access hosted ProSystem fx Tax from a Mac or tablet?+
What is the uptime guarantee during tax season?+
How is pricing structured for ProSystem fx Tax hosting?+
What support is available if something goes wrong?+
Ready to host ProSystem fx Tax in the cloud?
Start a free trial today, or talk to our team about migrating your existing setup before your next filing deadline.