Reimagine tax work with trusted, expert AI

The future of tax isn't just faster, it's smarter. CCH Axcess Intelligence, the breakthrough generative AI built for tax professionals who demand accuracy, security and speed. While generic AI tools raise questions, this purpose-built solution delivers answers, right within your workflow. Integrated across the CCH Axcess Suite, it empowers preparers, reviewers, and partners to work with confidence, reduce research time, and elevate client service. Say goodbye to uncertainty and hello to intelligent automation you can trust. 

  • Stop drowning in documents
  • Do more with the team you have
  • Trusted AI without the risk

What if you could talk to your tax documents?


Tax professionals spend hours manually reviewing documents like K-1s, bouncing between systems and cross-referencing data. This slows down turnaround times, increases error risk, and drains staff capacity, especially during peak season. CCH Axcess Intelligence transforms document-heavy workflows by allowing users to chat directly with uploaded files or pull from CCH Axcess Document. It uses OCR and AI to extract key details, summarize content, and flag missing items, reducing manual review time by up to 90%, while maintaining accuracy. Backed by CCH® AnswerConnect, professionals can move from analysis to action in minutes, not hours.
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More clients. Less stress. One smart solution.

With many CPAs nearing retirement and a growing demand for tax services, firms face a capacity crunch. Teams are stretched thin, and hiring alone won't solve the problem. CCH Axcess Intelligence acts as a time-back lever, helping firms handle more clients without increasing headcount. With an on-demand tax expert that can research, review, and resolve in real time, firms can automate routine tasks, surface insights instantly, and scale efficiently—without compromising work-life balance.
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Secure AI for tax professionals

Unregulated use of generic AI tools introduces serious compliance risk. Employees often use AI without oversight, risking data exposure and inaccurate outputs that could lead to audit issues. CCH Axcess Intelligence is built for the enterprise governance. It operates within your firm's secure environment, with SOC compliance and encryption, audit trials, and zero model training on client data. Every recommendation is backed by authoritative CCH content, ensuring accuracy, security, and peace of mind. 

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CCH Axcess Intelligence tools & features

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Additional resources

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  • Bethany Goldberg, CPA

Bethany Goldberg EGT & Associates LLP Headsho
We love CCH Axcess™ Intelligence. The feedback from everyone using it—including me—has been overwhelmingly positive. We’re already seeing the benefits: it’s a major time‑saver and it’s boosting our productivity. We can’t wait to have it in our toolkit for busy season.
Bethany Goldberg, CPA
EGT & Associates LLP

Frequently asked questions

From firms like yours

  • What does CCH Axcess Intelligence do?
    CCH Axcess Intelligence acts as a fast, secure assistant for tax and audit work. It helps professionals explore questions, synthesize insights from authoritative research and firm documents, organize their thinking, and move quickly toward a clear first draft — across common file types and everyday workflows.
  • How does CCH Axcess Intelligence save me time?
    Instead of manually searching through lengthy tax codes or compliance documents, you can ask direct questions and get immediate, citation-backed answers — often reducing hours of research into minutes. 
  • How is my data protected?
    The platform is SOC 2 compliant and built with enterprise-grade security, ensuring confidentiality, integrity, and regulatory compliance. This is all within the CCH Axcess boundaries with no data being shared externally or used to train public models. 
  • How quickly can my team get started?
    Implementation is incredibly fast. Most teams are fully up and running in just a few days, sometimes even sooner. The intuitive, conversational interface means minimal training is needed, so your team can dive in and start seeing value right away. 
  • How is this different from ChatGPT or other general AI tools?
    Unlike general AI, this solution is purpose-built for tax and accounting. Response are tied to trusted, proprietary research sources when applicable, ensuring accuracy, compliance, and professional confidence in a secure environment. 
  • Can CCH Axcess Intelligence handle complex scenarios, now just simple lookups? 
    Yes. It’s designed for nuanced, multi-step questions. It doesn’t just retrieve text — it interprets documents in context to help you apply information to complex cases.    

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