CCH Axcess Engagement, a flexible, game-changing solution for trial balance, workpaper management, and financial reporting, handles both simple and complex engagements. By combining advanced data ingestion, client collaboration, and innovative technology, it drives efficiency and improves audit quality. Powered by the CCH Axcess platform, including seamless integration with CCH Tax solutions, you get precisely what you need to optimize your engagements—without unnecessary complexity.
- Boost efficiency and streamline collaboration
- Strengthen workpaper management
- Attract and retain top talent
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Select your subject matter: Trial balance software only or full engagement management software
Use our audit engagement software to enhance your firm's audit workflow. Regardless of your engagement types, you have the power to purchase exactly what you need, nothing more & nothing less.
CCH Axcess™ Engagement Pro
Comprehensive, AI-enabled, cloud-based workpaper management and trial balance software simplifies workflows, enhances accuracy, and fosters collaboration for modern audit and tax teams.
CCH Axcess™ Engagement Essentials
Designed for firms sized 1-4, this cloud-based solution provides trial balances, reports, sending tax balances to a business tax return, and basic workpaper management.
Learn MoreCCH® ProSystem fx® Engagement
Not quite ready to move to the cloud? Then rely on our on-premise solution, the #1 integrated audit working paper software solution on the market for the accounting profession.
Learn MoreGain a competitive edge with cloud-based audit and tax solutions
Boost efficiency and streamline collaboration with cloud audit software
Take efficiency to a new level, for both your engagement team and for your clients. Eliminate the struggle of obtaining information from clients in a timely manner. Your engagement team can rely on knowing they are always reviewing the latest changes. Low-level tasks are eliminated, saving more time for advisory work. And so much more. CCH Axcess Engagement provides quick access to real-time data and real-time collaboration.
Strengthen workpaper management with the best audit working paper software
When you eliminate server management and associated costs, you enable more focus on clients instead of technology. The power of the CCH Axcess™ platform provides built-in integration so you never have to enter the same data twice. That means your working papers stay updated and accurate, even as they are shared amongst the audit or tax team. Compile and organize data, collaborate and review, and roll forward all of your engagements with this cloud-based, AI-enabled engagement workpaper management and trial balance solution.
Attract and retain top talent leveraging modern audit engagement software
Stop relying on outdated methods and failing to adopt time-saving automation technology because those are primary reasons good staff leave a firm. Instead, win the war for talent by providing cutting-edge, AI-enabled technology that your current and potential staff want. CCH Axcess Engagement not only has a familiar interface that is easy to use and flexible enough for anytime/anywhere work, it is also forward-thinking engagement management software that automates routine, mechanical, and administrative aspects of the audit so you can focus more on client insights. The end result is a valuable experience for your clients and your staff.
Awards and recognition
Artificial Intelligence Excellence, winner
CCH Axcess Engagement suite
BIG Artificial Intelligence Excellence Award - 2023
Compliance Solutions, bronze winner
CCH Axcess Engagement suite
2023 ABA Stevie Awards
Governance, Risk & Compliance Solution, gold winner
CCH Axcess Engagement suite
2023 Globee Business Awards
Auditing Innovation, bronze winner
CCH Axcess Engagement suite
2023- Golden Bridge Awards
Technology Innovation, gold winner
CCH Axcess Engagement suite
2023 Merit Awards
Real customers going beyond with CCH Axcess
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Amanda Gessner
"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."