Introduction to Dashboard

Dashboard is the heart of CCH® ProSystem fx®. From here, you can access all the applications and modules that are available to you.

The Dashboard navigation panel displays the following options:

  • Home. Home is the customizable with panes that help navigate your daily work. If needed, you can create multiple tabs in Home to display
  • product content, such as notes, notifications, and generated reports, on customized pages. You can add, rename, or remove pages and control the content that is included in each.
  • Applications. Access CCH ProSystem fx products, as well as other options, such as configuring notifications, running reports, and printing labels.
  • Configuration. Set your firm and product-specific preferences.

The above options contain links to and content about CCH ProSystem fx products that your firm has licensed. Other options display on the navigation panel, as follows:

  • Client Dashboard. Display client information in one convenient location. You can customize this window by adding panes and pages to display data that is relevant to your needs.
  • User Options. Set your preferences for the behavior of functions for which your firm is licensed.
  • Customize. Add columns or panes to the various pages you have set up on your Home window.
  • Feedback Forum. Submit your comments about CCH ProSystem fx products using the Feedback Forum.
  • CCH Software News. Link to articles that include time-sensitive information regarding CCH ProSystem fx products, such as release information and new feature availability.

Recent Tasks

In addition, Recent Tasks, at the bottom of the navigation panel, lists links for the modules and activities you have recently accessed. Use the Recent Tasks list to easily pick up where you left off.

Getting Support

You can directly link to supporting information for and assistance with CCH® ProSystem fx®. Click Get Support, located in the status bar, to do the following:

  • View trending articles. Click any of the links provided to read topical information about the products you use.
  • Ask a question. Submit a question or comment by opening a Support case or chat. You can track your case using a link on the Support site or from a link in the email notification that Support sends. You receive another email notification when Support responds to your request.

Rev: 8/19/2025, 11:19 AM