Supergood | CCH ProSystem fx Suite API
Programmatically access CCH ProSystem fx Suite client records, engagements, workpapers, tax statuses, and workflow tasks with a stable REST API. Supergood builds and operates production-grade, unofficial CCH ProSystem fx integrations so your team can automate audit, compliance, and firm operations without heavy custom engineering.
Plain English: CCH ProSystem fx Suite is Wolters Kluwer’s suite of tax, audit/engagement, document, and firm management software used by accounting firms to prepare returns, manage audit workpapers, run workflows, and bill clients. An unofficial API lets you pull clients, engagements, workpapers, trial balances, review notes, tax return e-file statuses, and workflow tasks—and push documents, adjustments, tasks, notes, and signoff updates back into ProSystem fx modules.
For a tech company integrating with ProSystem fx—especially a GRC, regtech, or audit startup—this means you can ingest real-time engagement status and evidence, synchronize PBC requests, track review notes and signoffs, surface e-file acknowledgments, standardize trial balances and adjustments, reconcile task SLAs, and keep your platform in lockstep with the firm’s system of record. You can also create workstream tasks, attach control testing evidence to workpapers, push findings as review notes, and map firm data into downstream systems (ERP, analytics, case management) reliably.
What is CCH ProSystem fx Suite?
CCH ProSystem fx Suite (https://www.wolterskluwer.com/en/solutions/cch-prosystem-fx) is an integrated platform for tax preparation, audit/assurance engagements, document management, workflow, and practice management used by accounting and advisory firms. Teams rely on ProSystem fx to prepare and e-file tax returns, assemble and review audit binders, manage firm documents with retention and security, coordinate workflows and due dates, track time and billing, and collaborate with clients.
Core product areas include:
- Tax Preparation & E-Filing (entity returns, organizers, acknowledgments)
- Audit & Assurance (Engagement binders, Knowledge Coach, workpapers, review notes, signoffs)
- Document Management (secure DMS, retention, search, client portal)
- Workflow (Workstream tasks, dependencies, SLAs, assignments)
- Trial Balance & Planning (import/mapping, adjustments, lead sheets)
- Practice Management (time, billing, staff scheduling)
- Fixed Assets (depreciation schedules, asset books)
Common data entities:
- Firm, Users, Roles/Permissions (partners, managers, staff, client portal users)
- Clients/Entities (TIN/EIN, entity type, contacts, industries)
- Engagements/Binders (type, fiscal year, status, partner/manager, signoffs)
- Workpapers & Documents (references, categories, ownership, approvals)
- Review Notes/Signoffs (statuses, timestamps, assignees)
- Trial Balances & Adjustments (accounts, mappings, periods)
- Tax Returns (form type, jurisdiction, e-file status/acks, balances)
- Workstream Tasks (status, due dates, dependencies, assignments)
- Time Entries (staff, hours, billing codes)
The CCH ProSystem fx Integration Challenge
Accounting firms depend on ProSystem fx daily, but turning portal- and desktop-driven workflows into reliable, API-first automation is non-trivial:
- Mixed environment: On-premises/hosted deployments, legacy modules, and role-based access controls
- Engagement rigor: Binder references, signoffs, tick marks, and review notes require careful, auditable handling
- Financial and compliance constraints: Trial balances, adjustments, and e-file acknowledgments carry regulatory importance
- Portal-first features: Document upload, PBC exchanges, and approvals are optimized for UI, not automation
- Authentication complexity: SSO/AD, MFA, and session lifecycle management complicate headless access
- Data dispersion: Clients, engagements, tax returns, and workflows live across modules with overlapping context
How Supergood Creates CCH ProSystem fx APIs
Supergood reverse-engineers authenticated browser and desktop flows to deliver a resilient API endpoint layer for your ProSystem fx environment.
- Handles username/password, SSO/AD/OAuth, and MFA (SMS, email, TOTP) securely
- Maintains session continuity with automated refresh, change detection, and environment-aware routing
- Normalizes responses across modules (Tax, Engagement, Workstream, Document) with consistent schemas
- Aligns with customer entitlements and role-based permissions for compliant, least-privilege access
Use Cases
Client & Engagement Master Sync
- Mirror clients and engagement binders into your GRC or audit platform
- Keep entity metadata (TIN/EIN, entity type, industry, partner/manager) current for reporting
- Consolidate engagement statuses and milestones across the firm
PBC & Evidence Automation
- Create PBC requests as tasks and upload artifacts directly to workpapers
- Enforce naming, reference tags, and retention policies automatically
- Track review notes and signoff progress for SLA alerts
Trial Balance & Adjustments
- Import trial balances from ProSystem fx and normalize account mappings
- Push proposed adjustments and track approvals with audit trails
- Feed analytics and risk scoring with updated balances and materiality
Tax Status & Compliance Dashboards
- Pull return types, jurisdictions, and e-file acknowledgments in near real-time
- Surface critical dates, balances due, and exceptions into compliance views
- Trigger client communications and workflow escalations from status changes
Workflow & SLA Management
- Sync Workstream tasks, dependencies, and assignments to your orchestration layer
- Drive reminders and escalations to reduce bottlenecks and missed deadlines
- Standardize task taxonomies and priorities across engagements
Available Endpoints
Authentication
POST /sessions: Establish a session using credentials. Supergood manages MFA (SMS, email, TOTP) and SSO/AD/OAuth when enabled. Returns a short-lived auth token that the platform maintains.
curl --request POST \
--url https://api.supergood.ai/integrations/<integration_id>/sessions \
--header 'Authorization: Basic <Base64 encoded token>' \
--header 'Content-Type: application/json' \
--data '{
"username": "[email protected]",
"password": "<password>",
"mfa": { "type": "totp", "code": "123456" }
}'
Example response
{
"authToken": "eyJhbGciOi...",
"expiresIn": 3600,
"user": {
"id": "u_pfx_71c2e0",
"name": "Automation Bot",
"entitlements": ["clients", "engagements", "workpapers", "workstream", "tax"]
}
}
POST /sessions/refresh: Refresh an existing token to keep sessions uninterrupted.
Clients
GET /clients: List clients/entities with filters and summary details.
Query parameters
- search: string (name, TIN/EIN, client code)
- entityType: individual | partnership | corporation | s_corp | nonprofit | trust | estate
- partnerId, managerId: string
- updatedFrom, updatedTo: ISO 8601 timestamps
- page, pageSize: integers for pagination
Example response
{
"items": [
{
"clientId": "cli_9f20b7",
"clientCode": "ACME001",
"name": "ACME Holdings, Inc.",
"entityType": "corporation",
"ein": "12-3456789",
"industry": "Manufacturing",
"primaryContact": {
"name": "Dana Lee",
"email": "[email protected]",
"phone": "+1-402-555-0198"
},
"address": {
"line1": "500 Industrial Ave",
"city": "Omaha",
"region": "NE",
"postalCode": "68102",
"country": "US"
},
"partnerId": "u_pfx_partner_101",
"managerId": "u_pfx_mgr_550",
"riskRating": "medium",
"updatedAt": "2026-01-20T13:45:00Z"
}
],
"page": 1,
"pageSize": 50,
"total": 1
}
Engagements
GET /engagements: List engagement binders with lifecycle, ownership, and signoff summaries.
Query parameters
- clientId: string
- type: audit | review | compilation | tax | advisory
- status: planning | fieldwork | review | complete | archived
- fiscalYearEndFrom, fiscalYearEndTo: YYYY-MM-DD
- updatedFrom, updatedTo: ISO 8601 timestamps
- page, pageSize: integers for pagination
Example response
{
"items": [
{
"engagementId": "eng_bndr_28f9c1",
"clientId": "cli_9f20b7",
"clientName": "ACME Holdings, Inc.",
"type": "audit",
"fiscalYearEnd": "2025-12-31",
"periodStart": "2025-01-01",
"periodEnd": "2025-12-31",
"status": "fieldwork",
"partnerId": "u_pfx_partner_101",
"managerId": "u_pfx_mgr_550",
"binderId": "bndr_7a2e11",
"dueDate": "2026-03-15",
"percentComplete": 62,
"reviewNotesOpen": 7,
"signoffProgress": {
"prepared": 45,
"reviewed": 22,
"final": 10
},
"updatedAt": "2026-01-22T09:12:44Z"
}
],
"page": 1,
"pageSize": 50,
"total": 1
}
Workpapers
POST /engagements/{engagementId}/workpapers: Upload a workpaper to an engagement binder with metadata, tags, and signoff requirements.
curl --request POST \
--url https://api.supergood.ai/integrations/<integration_id>/engagements/eng_bndr_28f9c1/workpapers \
--header 'Authorization: Bearer <authToken>' \
--header 'Content-Type: application/json' \
--data '{
"name": "Bank Reconciliation - Operating Account",
"reference": "C-2",
"category": "cash",
"preparedByUserId": "u_pfx_staff_812",
"preparedDate": "2026-01-21",
"requiresSignoff": true,
"tags": ["PBC", "high_risk"],
"pbcRequestId": "pbc_5c09f0",
"attachments": [
{"fileName": "jan2026_bankrec.pdf", "uploadToken": "upl_08ab73", "checksum": "sha256:0f4..."}
],
"notes": "Includes bank statements and reconciliations for Jan 2026."
}'
Example response
{
"workpaperId": "wp_90e412",
"reference": "C-2",
"status": "uploaded",
"signoff": {"prepared": false, "reviewed": false, "final": false},
"checksumVerified": true,
"createdAt": "2026-01-21T10:03:11Z"
}
Workstream Tasks
PATCH /workstream/tasks/{taskId}: Update task status, due dates, assignment, and reminders.
curl --request PATCH \
--url https://api.supergood.ai/integrations/<integration_id>/workstream/tasks/tsk_7c3d21 \
--header 'Authorization: Bearer <authToken>' \
--header 'Content-Type: application/json' \
--data '{
"status": "in_progress",
"dueDate": "2026-02-05",
"assignedToUserId": "u_pfx_staff_903",
"priority": "high",
"predecessors": [
{"taskId": "tsk_3a10f0", "type": "FS", "lagDays": 0}
],
"reminders": [{"type": "email", "daysBefore": 2}],
"notes": "Waiting on bank confirmations; escalate if no response by 2/3."
}'
Example response
{
"taskId": "tsk_7c3d21",
"title": "Confirm Bank Balances",
"status": "in_progress",
"dueDate": "2026-02-05",
"assignedToUserId": "u_pfx_staff_903",
"priority": "high",
"updatedAt": "2026-01-22T08:15:12Z"
}
Technical Specifications
- Authentication: Username/password with MFA (SMS, email, TOTP) and SSO/AD/OAuth where enabled; supports service accounts or customer-managed credentials
- Response format: JSON with consistent resource schemas and pagination across modules
- Rate limits: Tuned for enterprise throughput while honoring entitlements and usage controls
- Session management: Automatic reauth and cookie/session rotation with health checks
- Data freshness: Near real-time retrieval of clients, engagements, workpapers, tax statuses, and workflow tasks
- Security: Encrypted transport, scoped tokens, and audit logging; respects ProSystem fx role-based permissions
- Webhooks: Optional async delivery for long-running workflows (e.g., PBC responses, e-file acknowledgments, signoffs)
Performance Characteristics
- Latency: Sub-second responses for list/detail queries under normal load
- Throughput: Designed for high-volume client/engagement sync and workpaper/task processing
- Reliability: Retry logic, backoff, and idempotency keys minimize duplicate actions
- Adaptation: Continuous monitoring for UI/flow changes with rapid adapter updates
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your modules, licensing, environment (on-prem/hosted), and authentication model.
- Supergood Builds and Validates Your API
We deliver a hardened ProSystem fx adapter tailored to your workflows, entitlements, and deployment.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as ProSystem fx evolves.
Frequently Asked Questions
Q: Which ProSystem fx modules can this integration cover?
Supergood supports workflows across commonly used modules such as Engagement (binders, workpapers, review notes, signoffs), Workflow/Workstream (tasks, dependencies), Tax (returns, e-file statuses/acks), and Document (uploads, metadata), subject to your licensing, entitlements, and environment. We scope coverage during integration assessment.
Q: How are MFA and SSO handled for automation?
We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/AD/OAuth when enabled. Sessions are refreshed automatically with secure challenge handling and environment-aware policies.
Q: Can you import trial balances and push adjustments back to engagements?
Yes. We normalize accounts, classes, and mappings; ingest balances by period; and can submit proposed adjustments with audit trails and approval metadata, aligned to your binder structure.
Q: Do you support document uploads and maintaining review/signoff integrity?
Yes. We support uploading workpapers via signed uploads, checksum validation, and time-limited URLs. Prepared/review/final signoffs are modeled explicitly with user, timestamp, and status fields.
Q: How do you operate in on-prem or private-hosted environments?
We can deploy a lightweight connector within your network/VPN with outbound-only traffic, rotating credentials, and health checks, while maintaining the same API surface in your Supergood tenant.
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Ready to automate your CCH ProSystem fx workflows?
Supergood can have your ProSystem fx integration live in days with no ongoing engineering maintenance.
