Bring your firm into the future with our integrated and accessible cloud-based tax compliance software.
*Please note: CCH Axcess™ Tax packages available on the eStore are intended for new customers only. These packages are not eligible for purchase by existing CCH Axcess or ProSystem fx® Tax customers.
AI that actually helps prepare returns?
CCH Axcess does that.
CCH Axcess Tax with agentic return preparation helps firms reduce manual preparation work, start review with a prepared return, and create capacity without sacrificing professional oversight. Built for CCH Axcess Tax, professionals remain in control throughout the process. Supporting evidence remains connected to return values, helping professionals validate work faster and review exceptions with confidence.
Maximum efficiency
Open integration
CCH Axcess Tax with agentic return preparation helps firms reduce manual preparation work, start review with a prepared return, and create capacity without sacrificing professional oversight. Built for CCH Axcess Tax, professionals remain in control throughout the process. Supporting evidence remains connected to return values, helping professionals validate work faster and review exceptions with confidence.
The enhanced Return Manager allows you to customize the information displayed based on what you need to see, and quick filters allow you to arrange tax returns in the desired order.
CCH Axcess Tax K-1 automation provides firms with a more streamlined tax workflow for complex returns with multiple K-1s so firms can overcome capacity challenges and growth constraints.
Surface key insights from client 1040 returns. With actionable intelligence on the dashboard, accountants can generate new opportunities and revenue while serving clients more effectively.
CCH Axcess Tax with agentic return preparation helps firms reduce manual effort, create capacity, and move work forward faster. Built directly into CCH Axcess Tax, it helps professionals start review with a prepared return while maintaining the oversight and control firms depend on.
Today's firms need to process more work without simply adding more people. Agentic return preparation helps teams spend less time on repetitive preparation activities and more time applying expertise where it matters most.
Rather than focusing on individual tasks, agentic return preparation helps streamline the flow of work across the preparation process, helping firms eliminate bottlenecks and improve visibility.
Agentic return preparation is designed to support tax professionals, not replace them. Human expertise, review, and judgment remain central throughout the tax preparation process.
Agentic return preparation extends the CCH Axcess Tax experience firms already know. Existing CCH Axcess Tax customers can add agentic return preparation as their firm adopts new workflows and AI capabilities.
The implementation process for CCH Axcess™ Tax is designed to be as seamless and efficient as possible. Each phase of the implementation is meticulously planned and executed to ensure that the firm is fully prepared to leverage the new software, with experienced consultants providing guidance on technical considerations, system requirements, and data validation.
Data conversion is a critical component of the implementation process, allowing firms to import existing data into the new system. The CCH Axcess™ Tax conversion process is self-service and can be done through an easy-to-use online interface. For enhanced conversion needs, the Xpitax team offers premium services to ensure accurate and efficient data conversion with minimal effort from the firm’s team.
Proper training is essential to maximize the benefits of the new software. Wolters Kluwer offers flexible training options tailored to the specific needs of each firm. Training delivery methods include one-on-one on-site training, one-on-one web training, webinars, and eLearning opportunities. These options provide firms with the flexibility to choose the most suitable method for their needs and budget.
Agentic return preparation helps automate supported preparation activities, reduce manual effort and provide professionals with a stronger starting point for review.
Gain efficiencies with AI-enabled tax automation that reduces data entry and other manual processes.
Digitize and organize client documents and then seamlessly import the data into CCH Axcess Tax. Advanced dual-OCR smart scanning analyzes data and identifies discrepancies, reducing review time by up to 90%.
Simplify business returns with an AI-enabled trial balance solution that automatically groups trial balance accounts, assigns tax codes, and creates financial statements.
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Show clients you can meet both their compliance and advisory needs by embracing expert insights powered by AI guidance.
Ask, analyze and act across returns and work papers with this conversational assistant powered by Expert AI.
Faster, trackable, end-to-end processes save your staff time while also satisfying busy clients.
Improve productivity with an optimized and automated accounting firm workflow software that includes flexible project tracking, staff scheduling and analytics.
Give clients an easy way to do everything, from uploading documents to communicating with the firm, to tracking their engagement status, powered by Expert AI.
CCH Axcess Tax users now have access to core Tax APIs that supercharge productivity by streamlining data movement, eliminating manual steps, and helping teams complete returns faster with greater accuracy. For firms looking to expand automation, Tax Advanced APIs including Tax Transfer, e‑File, Print, Rollforward, and DataScan are available separately to accelerate high‑volume workflows and maximize efficiency across the entire tax process.
The CCH Marketplace is an online resource center that makes it easy for firms to find software integrations that leverage the data in their systems. These integrations enable firms to automate many of the most time-consuming tasks in their tax, audit, and firm management workflows.
Learn more about your clients, respond quickly to new or changing tax laws, and provide fast, personalized service to clients with specific needs. DataScan lets you search your client database for all types of information using the criteria of your choice. Create opportunities by generating a wide range of analytical reports, lists, and mailing labels.
