Digital Tax Workflow

Clients gather their documentation and digitally upload it so they’re are not scrambling to find them when it’s time to actually prepare the return. At tax time, the client can use the secure portal to easily provide any additional information.

CCH Axcess Client Collaboration provides a unique hub firms and clients share, reducing friction and making it easier than ever to exchange documents. 

Client data is identified, organized, and imported into the return automatically. A bookmarked PDF file with client source documents is autosaved to the document management system. Goodbye manual data entry!

Using our scan solution allows you to import data into CCH Axcess™ Tax automatically — no manual entry is required. The software recognizes the values in the source documents, and that data flows to the appropriate form fields. 

As staff prepares the return, they have one-click access to integrated tax research to answer any questions that pop up. Plus, they can capture and record hours in real time using automated clocks. During partner/manager review, on-screen tools are available 24/7 and progress is tracked for full transparency.

CCH Axcess Tax provides a powerful tax automation engine, with a complete library of forms and dozens of features to aid in prep, review and tracking. 

Once the return is ready, a secure link is sent to the taxpayer, allowing them to review the return and electronically sign Form 8879. The electronic filing status system is automatically updated with the electronic signature status.

No more cumbersome paper-based mailing and storage processes needed. The completed return is sent to the IRS via electronic filing, and the firm’s copy of the tax return is stored electronically

Automation continues right through the last step of the digital tax workflow. Once the return is filed, an invoice is generated and paid electronically. The final invoice and the client’s copy of the tax return are provided to the taxpayer for download and local storage.