CCH Axcess Engagement suite, a cloud umbrella solution with a unique approach, helps firms ensure governance, risk mitigation and compliance to standards while also keeping the focus on auditor judgement. Get the most out of your software without getting more than you need. Four licensing types enable firms to pick what's applicable when creating each engagement and then work with needed features only. This suite is flexible enough for any type of engagement, including both simple and complex audits this suite, offering trial balance, working papers and more. You will benefit when you:
- Increase efficiency and streamline collaboration
- Strengthen workpaper management
- Win the war on talent
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Gain a competitive edge with cloud-based audit and tax solutions
Increase efficiency and streamline collaboration
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 suite provides quick access to real-time data and real-time collaboration.
Strengthen workpaper management
When you eliminate server management and associated costs, you enable more focus on clients instead of technology. The CCH Axcess™ platform has built-in integration that means never having to enter the same data twice so 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 workpaper management and trial balance solution.
Win the war on talent
Failure to adopt time-saving automation technology and outdated methods are primary reasons good staff leave a firm. Win the war for talent by providing cutting-edge, AI-enabled tools your staff want. Use the CCH Axcess Engagement suite for trial balance, workpaper management, audit and more. Its familiar interface is easy to use and flexible enough for anytime/anywhere work. And when you eliminate repetitive tasks and enable more focus on client insights, the end result is a valuable experience for your clients and your staff.
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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
CCH Axcess Engagement suite modules
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CCH Axcess Engagement Pro
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CCH Axcess Knowledge Coach
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CCH Axcess Validate
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CCH Axcess Knowledge Coach PCR
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CCH Axcess Engagement Essentials
Grow your firm with the right cloud-based workpaper management and trial balance solution
CCH Axcess Engagement Pro
CCH Axcess Engagement Pro provides trial balance, reports, sending tax balances to a tax return and both basic and advanced workpaper management functionalities. Flexible enough for both simple and complex engagements of any type, this integrated solutions drives to delivering a data-driven audit.
Visit the Engagement Pro webpage to learn more.
Complete your audit in the cloud
CCH Axcess Knowledge Coach
CCH Axcess Knowledge Coach is audit methodology that helps the auditor assess risk while tailoring each audit to the client's unique circumstances, suggesting procedures, increasing the quality of the audit and helping ensure under- and over-auditing is limited. All while focusing on the auditor's professional judgement.
Visit the Knowledge Coach webpage to learn more.
Fast-track your audit bank confirmations
CCH Axcess Validate
When it comes to authorizations and audits, what used to take a day to complete, at minimum, can now be done in 5 minutes or less using CCH Axcess Validate. This patented solution is a true cloud-based confirmation and validation product that benefits CPA firm auditors, client approvers and participating financial institutions by gathering confidential 3rd party audit evidence, in accordance with professional accounting standards for auditors.
Visit our Validate webpage to learn more.
Complete your preparation, compilation and review engagements in the cloud
CCH Axcess Knowledge Coach PCR
CCH Axcess Knowledge Coach PCR provides planning and practice aids for all of your preparation, compilation and review engagements. Streamline your digital workflows and enable greater collaboration and access to engagement from anywhere at anytime.
Visit our Knowledge Coach PCR webpage to learn more.
Enable your firm to offer client service excellence by maximizing efficiency
CCH Axcess Engagement Essentials
CCH Axcess Engagement Essentials provides trial balance, reports, sending tax balances to a tax return and basic workpaper management functionalities. Using machine learning to understand tax grouping patterns, the system can automatically match customer-specific tax groups for entries in imported trial balance sheets. Instantly produce accurate balances for preparing business tax returns while enjoying seamless integration with Xero™ and QuickBooks® Online.
Visit the Engagement Essentials webpage to learn more.
Real customers going beyond with CCH Axcess
"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."