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Purpose built AI for tax professionals — Authoritative answers and actionable insights, embedded directly into your workflow.

 CCH Axcess Intelligence is purpose-built AI for tax and accounting professionals - designed to work inside real tax workflows, not outside of them. Embedded directly into the CCH Axcess Suite, it analyzes complex tax documents like K-1s to extract, summarize, and flag critical information; delivers authoritative guidance grounded in trusted CCH content; and supports research, review and issue resolution right where the work happens. By automating manual effort without compromising governance or security, CCH Axcess Intelligence helps firms move faster, reduce risk and act with confidence. 

It's not generic AI adapted for Tax.

It's AI built directly into tax work - so you can move from questions to progress, without leaving your workflow. 

  • Turn document review from a bottleneck into a breakthrough
  • Do more with the team you have
  • AI you can trust - because governance is built in
  • Built for the future of work

Review every document in minutes — not hours

  • What's holding firms back
    Reviewing K-1s and supporting documents requires manual extraction, constant cross-referencing, and repeated checks across systems. Under deadline pressure, this time-intensive work slows review cycles and increases risk. 
  • How CCH Axcess Intelligence helps
    CCH Axcess Intelligence enables professionals to interact directly with tax documents using AI. Powered by OCR and tax-specific models, it identifies critical details, summarizes complex content, and flags gaps or inconsistencies, reducing manual review time by up to 90% without compromising accuracy. 
  • The impact for your firm
    From documents to decisions — faster, smarter and with confidence.
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Expand capacity without expanding headcount

  • What's holding firms back
    With nearly 75% of CPAs nearing retirement and demand for tax services continuing to grow, firms face a widening capacity gap. Teams are stretched thin, and hiring alone can't keep pace.
  • How CCH Axcess Intelligence helps
    CCH Axcess Intelligence acts as an always-available tax assistant, supporting research, review, and analysis on demand. By automating routine work and accelerating decision-making, firms can take on more work without overloading staff or sacrificing quality. 
  • The impact for your firm
    More capacity. Less burnout. Better client experiences. 
Increase efficiency and your team’s productivity

Secure, auditable AI designed for tax professionals

  • What's holding firms back
    While AI promises efficiency gains, uncontrolled use creates serious concerns. Staff often turn to generic AI tools without oversight, exposing sensitive client data, producing unverifiable outputs, and creating documentation gaps that can surface during audits or reviews. For firm leaders, the question isn't whether AI is useful, it's whether it's safe, governable, and defensible. 
  • How CCH Axcess Intelligence helps
    CCH Axcess Intelligence is purpose-built for firms that can't afford uncertainty. It operates entirely within the secure CCH Axcess environment, ensuring every interaction is auditable and every response is grounded in authoritative CCH tax content. Client data is never used to train AI models, enabling confident use for research, document analysis, and issue resolution, within firm standards and regulatory expectations. 
  • The impact for your firm
    AI adoption that accelerates work without introducing audit, security, or reputational risk.
10 Years of CCH Axcess

From answers to action: Agentic AI in CCH Axcess

  • What's holding firms back
    Today's tax workflows depend on manual handoffs and disconnected steps. Even with AI answers, professionals still spend time coordinating tasks, moving work forward, and managing bottlenecks across systems. 
  • How CCH Axcess Intelligence helps
    CCH Axcess Intelligence serves as the connective layer across the CCH Axcess Suite, providing trusted understanding, context, and authoritative guidance while enabling future agentic capabilities. This evolution moves AI beyond answering questions to anticipating next steps, assisting with execution, and helping work progress, within firm-defined controls and governance. 
  • The impact for your firm
    • Less manual coordination between steps
    • Fewer handoffs and bottlenecks in tax preparation
    • More time focused on professional judgment and client outcomes

    This isn't automation for automation's sake. It's a deliberate, secure evolution designed to help firms work smarter today and be ready for what comes next.

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Where time saved becomes measurable value

CCH Axcess Intelligence turns time saved into revenue recovered — powered by authoritative tax content and enterprise-grade AI

Up to 90% less time on document review

Reduce a 45-minute manual task to as little as 2 minutes with AI-powered document extraction and analysis — directly inside CCH Axcess.

~ 3 Hours saved per professional, per week

Independent studies of accountants and practitioners report 2.9 to 3.5 hours saved weekly, with no quality degradation, helping firms create capacity without adding headcount. 

$30-$60K in estimated annual value per user

Recover roughly 150 hours per year per user. At typical billing rates, that translates to $30,000-$60,000 in potential annual value — multiply by your headcount to see the impact firm-wide.

CCH Axcess Intelligence tools & features

Learn more about how CCH Axcess Intelligence will boost your firm growth
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Additional resources

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  • Bethany Goldberg, CPA

Bethany Goldberg EGT & Associates LLP Headsho
CCH Axcess Intelligence has saved us significant time during tax season and feels like adding another team member. It simplifies research and documentation and helps us quickly create client-ready memos and communications, so we can focus more on billable, high-value work.
Bethany Goldberg, CPA
EGT & Associates LLP
See CCH Axcess Intelligence in Action
See CCH Axcess Intelligence in Action

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 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. 
  • Is CCH Axcess Intelligence suitable for small and mid-sized firms?
    Yes. CCH Axcess Intelligence is purpose‑built for small and mid‑sized tax and accounting firms that need to increase capacity without adding headcount. By automating document review, accelerating research, and supporting issue resolution directly inside the CCH Axcess Suite, it helps firms reduce manual effort, manage risk, and move work forward more efficiently. Because it is embedded into existing workflows and requires minimal training, firms can adopt AI quickly and securely without disruption.
  • How does CCH Axcess Intelligence support advisory services?
    CCH Axcess Intelligence supports advisory services by freeing capacity and equipping professionals with trusted, actionable insights inside their existing tax workflows. By analyzing documents, accelerating research, and delivering authoritative, citation‑backed guidance in real time, it helps firms identify issues and opportunities faster. With less time spent on manual work, teams can focus on higher‑value advisory conversations, proactive planning, and deeper client engagement, all within the CCH Axcess platform they trust.

Ready to take the next steps with CCH Axcess Intelligence?

Experience an AI-powered tax assistant embedded directly into CCH Axcess that analyzes documents, delivers authoritative guidance and helps work move forward with confidence.

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Harness the power of intelligent tools built into CCH Axcess

Discover how intelligent, built-in tools elevate everyday workflows by automating routine tasks, surfacing trusted insights, and guiding smarter decisions in the flow of work. Purpose-built for accounting firms, these capabilities help teams work faster, scale confidently, and deliver greater value without adding complexity. 

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