ProSystem fx Tax Hosting

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ProSystem fx Tax Cloud Hosting

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.

✓99.9% Uptime SLA✓Encrypted & Backed Up Daily✓U.S.-Based Support
Why Cloud Hosting

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.

01

Every Office, One Environment

Partners, managers, and staff across multiple offices reach the identical hosted setup.

02

Concurrent Review, No File Locking

A manager can review a return while a preparer is still working the next one.

03

Retire the In-House Server Rack

No enterprise hardware refresh cycle to budget for every few years.

04

Redundancy Built for Complex Files

Consolidated, multi-entity engagements are backed up the same way as everything else.

05

Flex Staffing Around Filing Deadlines

Bring on contract reviewers for peak periods, release the capacity after.

06

The Software Your Team Already Trained On

ProSystem fx Tax runs the same way, just reached remotely.

Built For Tax Professionals

The full ProSystem fx Tax toolset, off the office server

✓
Full Forms LibraryFederal, state, and local returns for individuals, corporations, partnerships, and fiduciary and exempt-organization filers, including consolidated and multi-tier entity returns.
✓
CCH Suite IntegrationWorks alongside Engagement, Document, and Practice Management exactly as installed.
✓
Multi-State ApportionmentComplex multi-state allocation and apportionment calculations run identically in a hosted environment.
✓
E-File Status TrackingTrack federal and state e-file status through ProSystem fx’s built-in workflow tools.
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Tax Research IntegrationLink out to CCH research tools directly from a return, just as on a local install.
IN SHORT

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.

Migration & Onboarding

How firms move onto hosted ProSystem fx

Most firms worry migration will disrupt an active season. Here’s exactly what happens, in order.

01
We schedule around your seasonMigration is planned for a low-volume window on your calendar, not forced onto you during a filing crunch.
02
Your data and settings move as-isClient files, prior-year returns, and preparer settings transfer to your hosted environment exactly as they are today.
03
Your EFIN and e-filing setup stay the sameNo re-registration with the IRS — you e-file from the hosted server using your existing EFIN.
04
Your team logs in and starts workingPreparers connect through an encrypted remote session; ProSystem fx looks and behaves exactly as it does on a local install.
Security & Compliance

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 Type 2 controls” is a very different answer than “on the front-desk PC.”

256-BIT ENCRYPTION

Data encrypted in transit and at rest

MFA

Multi-factor authentication on every login

DAILY BACKUPS

Point-in-time recovery, always current

SOC 2 TYPE 2

Data centre infrastructure controls

ISO 27001

Information security management

PCI DSS

Payment data handling standards

99.9%

Uptime SLA — your team isn’t locked out during peak filing weeks.

Data Centers

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.

Phoenix, Arizona— Primary West Coast facility
Ashburn, Virginia— East Coast redundancy site
Atlanta, Georgia— Southeast regional facility
Hosting vs. Local Install

ProSystem fx Hosting vs. Running It Locally

Hosting keeps the same ProSystem fx license and interface your firm already uses and moves where it physically runs. Here’s how that compares to an in-office install.

Hosted ProSystem fxInstalled Locally
Multi-preparer accessSame instance, from any device or locationTied to whichever workstation has it installed
HardwareRuns on our managed servers — nothing to buyRequires a dedicated in-office machine or server
Maintenance & updatesHandled for you, including backups and monitoringFalls on your firm’s own IT time
Adding seasonal preparersAdd a user instantly, scale back after the deadlineLimited by available workstations and licenses
Disaster recoveryAutomated, redundant backups, off your premisesDepends entirely on your own backup discipline
Pricing

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.

Starter
Solo preparers
$80/mo
✓

2 Users

✓

2 Apps Included

✓

6GB RAM · 10GB SSD

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99.9% Uptime

✓

Universal Printer, Adobe Reader, MS Word & Excel

✓

Daily Backups

✓

24/7 Server Monitoring

Most
Popular
Growth
Firms during peak season
$150/mo
✓

5 Users

✓

3 Apps Included

✓

8GB RAM · 30GB SSD

✓

99.9% Uptime

✓

Universal Printer, Adobe Reader, MS Word & Excel

✓

Daily Backups

✓

24/7 Server Monitoring

Enterprise
High-volume tax practices
$300/mo
✓

12 Users

✓

4 Apps Included

✓

10GB RAM · 40GB SSD

✓

99.9% 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.

Why Cloud Innovics

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.

01

Support Built for Complex Season PressureLive help when a multi-entity filing deadline is on the line.

02

Pilot It on a Real EngagementRun an actual client file through the hosted environment during your free trial.

03

Enterprise Pricing Without the GuessworkPer-user monthly pricing, no hidden implementation fees.

04

Migration Timed Around Your SeasonWe move data and CCH Suite settings without disrupting active engagements.

05

Dedicated Capacity, Not SharedPerformance holds steady regardless of what other clients are running.

06

One Environment for the Whole SuiteProSystem fx Tax alongside QuickBooks, Drake, Lacerte, ProSeries, and ATX.

Client Testimonials

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.”

Gregory Hahn · CPA, Hahn Sinclair Group

“We evaluated a lot of hosting providers before picking one who actually understood what CCH Suite integration requires. It’s worked exactly as promised.”

Michelle Torres · Torres & Fielding CPAs

“Multi-state apportionment work used to bottleneck on whoever had the file open locally. Now it doesn’t.”

Andrew Pham · Pham Tax & Advisory
FAQs

Frequently asked questions about ProSystem fx Tax hosting

Is ProSystem fx Tax hosting secure enough for client tax data?+
Yes. Your hosted environment runs on infrastructure with 256-bit encryption, multi-factor authentication, and SOC 2 Type 2 controls, which meets or exceeds what most firms run locally.
Can multiple preparers work in ProSystem fx Tax at the same time?+
Yes. Hosting supports simultaneous multi-user access, so preparers, reviewers, and admin staff can all work in the same ProSystem fx Tax instance without version conflicts or emailed backup files.
Can I also host CCH Engagement or Document alongside ProSystem fx Tax?+
Yes. Most firms host the CCH Suite applications they use together — talk to us about which tools you want alongside ProSystem fx Tax.
Will ProSystem fx Tax look or work differently once hosted?+
No. Hosting relocates the same Windows environment ProSystem fx Tax already runs on, so the software looks and behaves exactly as it does on a local install. There is no retraining required.
Is there a minimum contract length?+
No. Plans are billed month-to-month — scale up, scale down, or cancel as your firm’s needs change, with no long-term lock-in.
Can I run ProSystem fx alongside other tax or accounting software?+
Yes. Many firms host ProSystem fx alongside QuickBooks, ATX, Drake, or Lacerte in the same managed environment, so client data moves between systems without extra exporting.
Can I access hosted ProSystem fx Tax from a Mac or tablet?+
Yes. Since ProSystem fx Tax runs on a remote Windows server, you can connect from a Mac, Chromebook, or tablet using a remote desktop connection, not just a Windows PC.
What is the uptime guarantee during tax season?+
Your hosted environment is backed by a 99.9% uptime SLA, so your team has reliable access during peak filing weeks when downtime is least affordable.
How is pricing structured for ProSystem fx Tax hosting?+
Plans are priced per month based on user count, RAM, and storage, from a Starter plan for solo preparers up to Enterprise for high-volume practices. There are no hidden setup fees.
What support is available if something goes wrong?+
U.S.-based support is available, including 24/7 priority support on Growth and Enterprise plans, so issues during filing season get resolved quickly rather than sitting in a queue.
What certifications does your hosting infrastructure hold?+
SOC 2 Type 2, ISO 27001, HIPAA compliance, PCI DSS, and SSAE 18 Type 2 (SOC 1).
Can I print directly from hosted ProSystem fx to my office printer?+
Yes. Universal printing lets you print from your hosted ProSystem fx session to any printer on your local network, the same as a local install.

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.