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Create realistic training scenarios in seconds

Training new staff or refreshing skills before busy season is critical, but it can be time-consuming, especially when it involves manually recreating returns. The Bulk Return Creation Utility eliminates that burden by automating the process of duplicating returns, so your team can focus on learning, not logistics. 
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Ensure consistent training

Create dozens, or even hundreds, of identical returns from a single source file. Save hours of manual work and ensure consistency across training scenarios.

Create training returns with minimal set-up 

Use a simple interface to define an existing return to use as a template, how many returns to create, and client ID prefixes. Tailor training environments to your firm’s needs with minimal setup. 
 

Save time and minimize frustration 

Built-in error handling provides clear, actionable messages for common errors so you can quickly troubleshoot and resolve issues.

Quicker and easier training scenarios

The CCH Axcess Bulk Return Creation Utility creates multiple return copies at one time for training purposes.

How it works

The CCH Axcess™ Bulk Return Creation Utility is a lightweight, API-based tool that allows firms to generate multiple identical copies of a tax return. Designed to support onboarding and seasonal training, this utility helps firms create realistic, hands-on training environments quickly and efficiently. 


  1.      1. Install the utility using a standard setup wizard. 
  2.      2. Log in securely using your firm’s preferred authentication method. 
  3.      3. Configure your return settings in a simple user interface. 
  4.      4. Run the utility to generate your training returns in bulk. 

Leverage open integration for maximum efficiency

Custom application development

The CCH Axcess open platform strategy gives firms more opportunities to leverage the valuable data within their system. Our Professional and Client Services team offers custom application development to firms looking for assistance in developing API-based applications to be more productive. Each request is customized to your specifications.  We no longer require annual licensing of the API Tool Kits for firms that do not develop their own solutions in-house, which makes our solutions more affordable than before.
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Get started today

Empower your team with hands-on training without the hassle of manual setup. 

Contact your Wolters Kluwer representative to learn more or request access to the Bulk Return Creation Utility.  

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