Software to help you excel with Tax

Managing tax compliance is a completely natural extension of the financial expertise and services you deliver clients. Solutions from Wolters Kluwer are a perfect fit to help you gain the tax insights that you’ve never had before.  

When your company chooses to complement your primary services with tax, you can rely on industry-leading products from Wolters Kluwer to help you form a more complete, actionable picture on tax. You’ll reveal a more comprehensive perspective on each client’s true financial realities, better equipping you to advocate clear strategies for success. What’s more, it’s not a heavy lift: CCH Axcess is trusted by 90 of Accounting Today’s Top 100 Firms, so odds are good that your team members are already familiar with how to capitalize on its valuable features. Which means you’re also ready to transform the management of client tax compliance from a cost center into a money maker.  

High-performing advisors see tax compliance for what it really is — an essential yet underappreciated factor in successful financial services management. And just as so many public accounting firms do, they trust tax and accounting solutions from Wolters Kluwer to give them the clear perspective into a client’s tax dynamics so that they can transform data into decisions with ease.

Ready to see CCH® solutions in action?

A demo is the perfect way to see how tax and accounting solutions from Wolters Kluwer can make your tax team more productive.

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Resources for Existing Customers

Set your tax team up for success with Wolters Kluwer

Put the industry standard to work – and watch it shine from day one 

Step 1:
Fully automate tax by organizing and managing data like never before   
Step 2: Improve workflow in your entire tax department 
Step 3: Onboard your team through customized training  
Step 4: Relieve stress on your team and turn attention to strategic tasks

Solutions for Tax

Trusted, intuitive, and built to maximize your team’s efficiency.

  • CCH® Axcess™ Tax
  • CCH® Axcess™ iQ
  • CCH® Axcess™ Financial Prep
  • CCH® ProSystem fx Scan
  • CCH® ProSystem fx® PDFlyer
  • CCH® AnswerConnect
CCH Axcess Tax is the tax and accounting profession’s first modular, cloud-based tax preparation and compliance solution. The cornerstone of our CCH Axcess suite, it lets you leverage its advanced technologies and robust integration points to take your organization’s digital tax workflow processes to an entirely new level of productivity. With an intuitive and user-friendly interface, your team will master CCH Axcess Tax in no time. Its enhanced Return Manager allows you to customize the information displayed based on what you need to see, and quick filters allow you to arrange returns in your preferred order. Its fully integrated preparer notes system allows users to create and respond to an array of note types, which you can assign and review with a single click.
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CCH Axcess iQ is a new resource that merges software innovation with the expertise of tax and account research from Wolters Kluwer. When new tax legislation triggers a tax event, the system searches your CCH Axcess Tax data for clients who might be impacted by that event. Armed with that alert, your team can reach out to clients to initiate discussions about the tax change and how it affects each client’s financial picture. Each prompt captured by CCH Axcess iQ becomes an opportunity to solidify your team’s reputation for proactive client service while simultaneously identifying new opportunities to add value and revenue.
Tab Item-Corp-FSP-Tab1.3 Body (Word Doc): Grouping trial balance accounts, assigning tax codes, and creating financial statements for your clients can be exceedingly tedious. Unless, that is, you rely on CCH Axcess Financial Prep. Integrated with CCH Axcess, it instantly produces accurate balances for preparing business tax returns and offers direct integration with Xero™ and QuickBooks® Online. Just upload your client’s data, and your financials and lead sheets are generated automatically. Then, simply make your adjustments and send your balances to CCH Axcess™ Tax. It all comes together in a streamlined, hassle-free path toward your future preparations, compilations, reviews, and audits.
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Think of CCH ProSystem fx Scan with AutoFlow Technology as your ultimate input ally: It can read, identify, and annotate scanned client documents – including the proverbial “shoebox” of unsorted 1040 and 1041 source files – into a single, organized, and bookmarked PDF file. It then facilitates the validation of the extracted information before importing it directly into your tax software. Its calculator allows you to conveniently attach a digital adding machine tape to any page and incorporate hyperlinks that enable you to quickly jump to source figures and back again. By automating routine and time-consuming tasks, you’ll be better equipped to keep your team happier, your clients impressed, and your bottom line thriving.
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Tab Item-Corp-FSP-Tab1.5 Body (Word Doc): With our Adobe® Acrobat® plug-in, CCH® ProSystem fx® PDFlyer gives your team’s audit and tax staff powerful accounting professional-specific functions not available with Acrobat®. Drop in sticky notes that can be customized by preparers and reviewers or by status (i.e., “open,” “closed,” “under review,” etc.). Use the onboard calculator tool to add a digital adding machine tape to a page and incorporate hyperlinks to the data used in your calculations. Insert accounting-specific tick marks and custom sign-off stamps. And integrate it all with CCH ProSystem fx Workpaper Manager or Engagement. With CCH ProSystem fx PDFlyer, staying organized while going paperless has never been easier – or more appealing.
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A research platform backed by over 100 years of expertise, CCH AnswerConnect is uniquely designed to deliver comprehensive, technical information on all aspects of federal, state, and international tax. It offers a unique combination of the text and explanations of tax law, and examples of how to apply it in real world situations. And its full 360° view gives you access to all the information you need in one location, from updated regulations and cases to IRS publications and time-saving practice tools to help support your research. Meaning the only real question left to answer is, “When can I get started with it?”

Solutions for Workflow

Get work done faster – and with fewer errors and headaches

  • CCH® Axcess™ Workflow
  • CCH® Axcess™ Document
  • CCH® Axcess™ Practice
  • CCH® Axcess™ Portal
  • CCH® Axcess™ Client Collaboration

Yes! I want to see how Wolters Kluwer Sales and Use Tax Solutions can help me stay in compliance

Talk to an advisor today to learn how Wolters Kluwer's solutions address all aspects of your end-to-end sales and use tax process.
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