The new year always brings exciting enhancements for CCH Axcess™ customers, and this year is especially loaded with innovative new features and integrations. New 2023 CCH Axcess enhancements launched at the end of year, just in time for tax season.
1040 Return Dashboard enhancements enable proactive client service
The award-winning CCH Axcess Tax 1040 Return Dashboard now leverages integration with CCH Axcess iQ and CCH AnswerConnect. The combination of advanced technology and expert research content offers more actionable intelligence, enabling firms to proactively serve clients more effectively. Tax professionals now have easier access to the deep insights they need to build and maintain trust with their clients.
- CCH Axcess iQ events pane: Relevant CCH Axcess iQ federal and state events now appear on the 1040 Return Dashboard. CCH Axcess iQ uses predictive intelligence to identify recent and upcoming legislative changes that may affect a firm’s clients. Accessing this information from the 1040 Return Dashboard gives firms a convenient starting point to build their advisory services and identify new revenue opportunities.
- Clickable complexity scores: Preparers can improve accuracy by diving deeper into complex issues with a 360° view from CCH AnswerConnect. Complexity scores on the 1040 Return Dashboard provide insight into the level of expertise needed to complete a return. The additional in-depth information provides clarity on common trouble spots, so firms deliver the highest-quality returns.
As the only tax software that includes integrated advisory tools powered by expert research content, CCH Axcess Tax helps preparers find answers without interrupting their work. Existing customers can easily add these valuable modules, even in the midst of busy season.