What can CCH Axcess Engagement do for you?
Features
Features
Explore and Learn
Explore & Learn
Request a Quote
Request a Quote

From planning to completion - connected, cloud-based efficiency

CCH Axcess™ Engagement is a secure, cloud based engagement and trial balance solution designed to support knowledge-driven audit and assurance work while streamlining business tax preparation. It helps firms standardize workpapers, automate financial statements, and improve collaboration and efficiency across the full engagement lifecycle.

  • Engagement for audit & assurance
  • Engagement for business tax

Deliver efficient, accurate engagements with confidence

Download the Fact Sheet
Download Fact Sheet
  • Streamlined workpaper management
    Standardize and manage workpapers in a secure, cloud based environment that supports consistency, accuracy, and control across all engagement types.
  • Integrated trial balance workflows
    Seamlessly connect trial balance data with engagement workflows to automate essential processes and ensure accurate information flows from preparation through completion.
  • Enhanced audit engagement tools
    Support knowledge driven audits with tools designed to improve audit quality, simplify complex engagements, and scale easily across teams and firm sizes.
  • Built in analytics
    Leverage analytics to gain insights throughout the engagement lifecycle, identify risks earlier, and ensure efficiency and accuracy at every step.
Face Audits With Confidence

Secure, cloud-based trial balance software

Download the Fact Sheet
Download Fact Sheet
  • Effortless data import with secure, cloud‑based access 
    Quickly import trial balance and client data from supported accounting systems to reduce manual entry and speed engagement setup. Cloud access enables your team to work securely from anywhere.
  • Seamless integration with CCH Axcess™ Tax workflows
    Automatically flow accurate data into business tax returns to eliminate rekeying, reduce errors, and keep tax preparation moving efficiently. 
  • Core workpaper management for preparation and compilation engagements
    Organize and maintain essential workpapers in a centralized location, supporting consistency, version control, and reliable documentation. 
Choosing tax software doesn’t have to be hard. Our expert guide explains features, pricing models, and cloud vs desktop options + tips for switching smoothly.

Looking for on-premise engagement software? Try CCH® ProSystem fx® Engagement.

Not quite ready to move to the cloud? Then rely on our on-premise solution CCH® ProSystem fx® Engagement, the #1 integrated audit working paper software solution on the market for the accounting profession. 
CCH Prosystem Fx Engagement
explore-and-learn
Learn More

Awards and recognition

2023 AI Excellence Award
Artificial Intelligence Excellence, winner
CCH Axcess Engagement suite
BIG Artificial Intelligence Excellence Award - 2023
2023 Bronze Stevie American Business Awards logo
Compliance Solutions,  bronze winner
CCH Axcess Engagement suite
2023 ABA Stevie Awards
2023 Gold Globee Business Awards logo
Governance, Risk & Compliance Solution, gold winner
CCH Axcess Engagement suite
2023 Globee Business Awards
2023 Golden Bridge Awards - Bronze
Auditing Innovation, bronze winner
CCH Axcess Engagement suite
2023- Golden Bridge Awards
2023 Merit Technology Innovation Award
Technology Innovation, gold winner
CCH Axcess Engagement suite
2023 Merit Awards
Resources & More

Harness the potential of agentic audits

See how Document Intelligence, Data Analytics, and APIs prepare firms for agentic, auditor‑controlled workflows. 

Learn More

Additional resources

What's New
ROI Calculator
Features
  • Amanda Gessner
  • JC CPAs & Advisors
  • WebsterRodgers
  • Leeper Kean & Rumley
  • Schmitz-Holmstrom
  • Drazen Henke & Associates
happy woman holding an ipad

"Financial statements in CCH Axcess Engagement Pro are auto-generated, which will be great for planning, materiality and knowing where to focus. Additionally, our reviewers will be able to compare the financial statement to the trial balance much faster than before."

Amanda Gessner, CPA, CFE
Audit Manager, Schmitz Holmstrom
hands typing on keyboard
All CPA firms are service-based. The only way we make money is efficiencies, so the faster we can do things, the more efficiently we can do things, the more money we make.
Melissa Knox, CPA
Audit Partner, JC CPAs and Advisors
What our clients have to say about CT Corporation
We chose CCH Access™ Engagement, CCH Access™ Knowledge Coach, and TeamMate® Analytics because we really wanted something that was going to be an end-to-end, cloud-based, single source platform that allows us to complete our audits in the most efficient way possible without having to go back and forth between multiple platforms. And we really wanted it to be based on an audit methodology that had been around for a while and had been proven and peer reviewed, and we just felt like CCH® was the best option for that.
Robert Tilton, CPA
Partner & Assurance Services Group Director, WebsterRodgers LLP
Watch Testimonial
Watch Testimonial
Business meeting. Business team brainstorming.
Thank you for the Financial Summary Report in CCH Axcess Engagement Pro. The working trial balance in our old software can now be replaced in our workpapers, which is a big efficiency gain.
Bryan Carter
IT Partner, Leeper Kean & Rumley
Small business owner researches fraud prevention tips
Financial statements in CCH Axcess Engagement Pro are auto-generated, which is great for planning, materiality and knowing where to focus. Additionally, our reviewers can compare the financial statement to the trial balance much faster than before.
Amanda Gessner, CPA
Audit Manager, Schmitz-Holmstrom
Happy People International Office
With moving from CCH® ProSystem fx® Engagement to CCH Axcess Engagement, just as a reviewer being able to almost fly through the review process, it has probably decreased by 50% what I was doing before.
Drazen Henke & Assoc
Senior Supervisor, Drazen Henke & Associates
Watch Testimonial
Watch Testimonial
Audit and Assurance
Audit & Assurance
Business Tax
Business Tax

Frequently asked questions

From firms like yours

FAQs for audit & assurance

  • What is CCH Axcess Engagement?
    CCH Axcess Engagement is a cloud‑based engagement and workpaper management solution designed to support complex audit and assurance engagements. 
  • Who is CCH Axcess Engagement designed for?
    CCH Axcess Engagement can be used by firms of all sizes however it is best suited for mid‑to‑large firms that require advanced workflows, scalability, and collaboration across audit and assurance teams. 
  • Is CCH Axcess Engagement cloud‑based?
    Yes. Axcess Engagement is fully cloud‑based, allowing teams to access workpapers securely from anywhere.

FAQs for business tax

  • What is CCH Axcess Engagement?
    CCH Axcess Engagement is a simplified, cloud‑based workpaper management solution for managing business tax engagements with ease and efficiency. It standardizes, organizes, and tracks the entire tax engagement from document intake through e-file sign-off. 
  • Who should use CCH Axcess Engagement?
    It is ideal for small to mid‑sized firms or teams looking for a straightforward engagement solution without advanced complexity. · It is a good fit for firms preparing business returns with recurring annual engagements.
  • Is CCH Axcess Engagement easy to implement?
    Yes. Engagement is designed for quick setup and fast user adoption with minimal IT effort. 

Ready to take the next steps with CCH Axcess Engagement?

We're here to support you and your firm's growth

Contact TeamMate

Request a quote

Contact us and tell us how we can help

Contact Us
Big data artificial intelligence machine learning neural network flow complex information science innovation technology data analysis visualization cyberspace future. 3d rendering.

Watch a live demo

See CCH Axcess Engagement in action with a selection of live and on-demand demos

Watch Demo
Business consulting, collaboration

Explore features

Discover the features of CCH Axcess Engagement that will power your engagement and trial balance workflows.
View Features
Back To Top