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 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.

Data encrypted in transit and at rest

Multi-factor authentication on every login

Point-in-time recovery, always current

Independently audited security controls

Information security management (facility level)

Payment data handling standards (facility level)

What examiners actually check

Where this usually breaks down

Most small and mid-size firms don’t fail an audit because they’re careless — they fail because ProSystem fx runs on a front-desk PC or an aging in-office server with no documentation trail. There’s no audit log, no written encryption standard, and no answer to “who else has access to this machine.” None of that is a software problem; it’s an infrastructure problem.

Hosting doesn’t replace your WISP — you still need one — but it gives you something concrete to reference in it. A SOC 2 Type 2 report, which Cloud Innovics holds directly, is documentation you can hand to an examiner or a client, instead of trying to describe the security posture of a physical office PC after the fact. Our infrastructure also runs in data-center facilities that maintain further certifications, such as ISO 27001.

A concrete example: an examiner reviewing your WISP might ask who has admin access to the machine storing client returns, and when that access list was last reviewed. On a hosted environment, that’s a logged, auditable answer in one sentence. On a shared office PC, it usually isn’t an answer at all — it’s a guess.

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.

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.

“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.”