Take your accounting firm to the next level with a digital tax workflow solution

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As the profession continues to transform, firms can no longer afford to wait around for their software providers to catch up. Other providers remain two steps behind, but CCH Axcess is ready to meet the challenge. CCH Axcess Tax offers a combination of reliability and innovation, so your firm can take advantage of the following:

  • Comprehensive forms and calculations
  • Innovative technology and integration
  • Flexible for any size firm
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High-quality, accurate returns
Onscreen review tools help ensure the highest quality work. Keep e-file rejections to a minimum with powerful diagnostics that are easy to understand and actionable. Features like the 1040 Return Dashboard, four types of collaborative notes, three levels of tickmarks and easy to use reports improve accuracy at all stages of the workflow.
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Time-saving digital workflows
Boost efficiency with a digital tax workflow and streamline the last mile of your tax process. The CCH Axcess Tax Batch Manager saves time by automating time-consuming tasks like batch calculations, batch printing and even batch filing extensions. CCH eSign provides convenient e-signature collection for any document, including Form 8879. And the Electronic Filing Status System enables near real-time e-file notifications.  
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Flexible and easy to use
CCH Axcess Tax has a flexible and familiar interface. You can display up to four tabs, four windows, or a combination of tabs and windows to view multiple worksheets and forms at the same time. The system records your navigation history, so you can easily revisit worksheets and forms you opened earlier in your session.

Improve tax compliance and firm scalability with integrated tax preparation software

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Comprehensive forms and calculations
Recognized by customers as one of the most accurate and comprehensive systems available, CCH Axcess Tax offers thousands of automatically calculating forms and schedules for federal, state, county and city entities. 
Forms and States Supported
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Innovative technology and integration
Our product teams work closely with customers to deliver features that increase efficiency, reduce errors and improve client experience. Open integration enables firms to create time-saving integrations that leverage CCH Axcess data.
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Flexible for any size firm
Whether you’re starting your own firm, taking an existing firm to new heights, or preparing for M&A,  CCH Axcess Tax is comprehensive enough to grow with your firm, while offering affordable pricing for even the smallest firms.
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Rachel Taylor discusses how CCH Axcess helps JamisonMoneyFarmer provide efficient tax services
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A reliable, efficient tax workflow 
JamisonMoneyFarmer PC relies on the power and efficiency of CCH Axcess Tax to provide excellent client service from anywhere. 
CCH Axcess Tax Return Dashboard Video Tour
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The CCH Axcess Tax Return Dashboard
New! The CCH Axcess Tax Return Dashboard provides CCH Axcess Tax users with more efficiency, less hassle, and the ability to provide even more responsive client service. 
Robert Goldstein discusses how CCH Axcess makes Goldstein Enright a more efficient firm
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Powerful tax compliance
Goldstein Enright Accountancy provides the highest level of client service with a digital tax workflow that includes CCH Axcess Tax.
Debra Zarzycki discusses The Bonadio Group's digital tax workflow.
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Automating the digital tax workflow
The Bonadio Group uses CCH Axcess Tax for individual and business tax returns, achieving maximum efficiency and an enhanced client experience.
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Migrate to CCH Axcess Tax from CCH ProSystem fx Tax
CCH Axcess Tax offers the same accuracy and comprehensiveness that firms have come to expect from CCH ProSystem fx Tax, with added integration capabilities and less IT maintenance. 

Awards and recognition

2023 Silver Globee Business Awards logo
Achievement in Existing Product, silver winner
10 years driving innovation and transformation in the accounting industry
2023 Globee Business Awards 
2023 Gold Globee Business Awards logo
Digital Transformation, gold winner
CCH Axcess Tax 1040 Return Dashboard
2023 Globee Business Awards
International Business Awards 2023 Stevie Winner Bronze
Work Management Platform, bronze winner
CCH Axcess Tax 1040 Return Dashboard
2023 IBA Stevie Awards

Recommended CPA firm resources

Check out these white papers and eBooks to discover how you too can benefit from a digital tax workflow.
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CCH Axcess 2023 enhancements bring integration into focus
The end of the year always brings exciting enhancements for CCH Axcess™ customers, and this year is especially loaded with innovative new features and integrations. New 2023 CCH Axcess enhancements launched at the end of October, with another round scheduled for early December, just in time for tax season.
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How tax & accounting firms supercharge efficiency with a digital workflow
With an integrated, digital tax workflow, firms can automate much of the data collection and input tasks that take up so much time. 
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10 Must-Have Capabilities in Tax Software ebook
10 must-have tax software features
To deal with faster change and overcome resource challenges, tax and accounting firms need technology that automates the tax workflow, saves time, and creates a better client experience. To leverage the greatest value from tax software, it’s essential to consider the needs of your firm, preparers, and clients. 
Download the eBook
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Digital tax workflow
A digital tax workflow streamlines every step of the tax prep process, from obtaining client data to preparing and reviewing returns, delivery of the finished tax return to the client and invoicing. 
Make Your Workflow Faster
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3 steps to achieve a successful software implementation
Taking on a significant technology transition can feel daunting, and switching tax software can be a hassle. But the team of experts at Wolters Kluwer makes the process as painless as possible by focusing on three essential steps to a successful launch.
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Experience tax prep and compliance in the cloud
See CCH Axcess Tax in action and find out what it can do for you!
Register for a Demonstration!

Additional resources

Tax resource center
Every tax season presents its own unique challenges, and this year is no different. Rest easy — Wolters Kluwer is here to help you get through tax season and beyond with these tools and resources. Check back often for the latest federal and state tax news articles, resource kits, best practices and more.
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Discover CCH Axcess solutions

As the accounting profession’s first modular, cloud-based tax preparation and compliance, workflow management and audit solution, CCH Axcess delivers a powerful set of innovative features designed to make the tax and accounting industry more efficient and profitable.

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CCH® AnswerConnect
CCH AnswerConnect is a research platform backed by over 100 years of expertise and uniquely designed to deliver comprehensive, technical information in an easy-to-use format. With unprecedented access to the industry's best content, you will greatly reduce your research time and improve the accuracy of your work. 
Explore CCH AnswerConnect
CCH Axcess Marketplace
The CCH Axcess 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. 
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Contact us about integrated tax preparation solutions

 

Learn more about our intelligent, scalable and fully integrated tax preparation, compliance and workflow solutions and how they can benefit your business.

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