Integrating CCH Axcess with enterprise software via APIs

Document management systems

While CCH Axcess Document offers native integration within CCH Axcess, many firms also use platforms like Microsoft SharePoint. APIs make it easy to push and pull documents between systems.

Use cases include:

• Automatically storing finalized returns in third-party DMS
• Publishing documents to client portals
• Surfacing document lists in external applications

Spreadsheet and office productivity tools

Many firms rely on Microsoft Excel for tax data analysis and manipulation. CCH Axcess Tax APIs allow for seamless data exchange between the tax system and spreadsheets.

Use cases include:

• Exporting return data to Excel for review
• Re-importing updated data into CCH Axcess
• Automating K-1 and passthrough data imports

Business intelligence (BI) and analytics platforms

With APIs, firms can extract operational data into SQL databases and visualize it using tools like Power BI or Tableau.

Use cases include:

• Building dashboards for KPIs, staff utilization, and profitability
• Segmenting performance by office, region, or service line
• Enabling real-time decision-making with live data feeds

E-payment systems

Streamlining billing and collections is a top priority for many firms. Practice APIs make it easy to connect CCH Axcess with e-payment platforms.

Use cases include:

• Generating client-facing payment links
• Syncing invoice and balance data
• Automating payment status updates

Accounting software

Engagement APIs make it possible to connect with client accounting systems like QuickBooks or Xero.

Use cases include:

• Importing trial balance and general ledger data
• Exporting journal entries back to accounting systems
• Reducing manual rekeying and improving data accuracy

Calendars and scheduling tools

Workflow Scheduler APIs enable firms to sync task assignments with staff calendars.

Use cases include:

• Auto-booking staff for recurring tasks
• Syncing job schedules with Outlook or Google Calendar
• Visualizing team availability for better resource planning

The bottom line

The CCH Axcess Open Integration Platform is designed to meet firms where they are, whether that means syncing with existing systems, building custom applications, or layering in AI-driven automation. With a growing library of APIs and a robust Developer Portal, the possibilities for integration are nearly limitless.