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Tax & AccountingMay 13, 2024

Why are CPA firms switching to CCH Axcess™ Tax?

Tax season frustrations can feel like an uncontrollable whirlwind, but amidst the chaos, there is one aspect that firms can take control of: their tax software. Enter CCH Axcess Tax, a game-changing platform that is revolutionizing the way firms approach tax season. With its modern, cloud-based infrastructure, CCH Axcess Tax offers a refreshing blend of flexibility, reliability, and innovation, eliminating the need for complicated VPNs and multiple sign-ons. From automated updates to a groundbreaking Return Manager, this software equips firms with the tools they need to conquer tax season with ease. Here’s why an increasing number of firms are switching to CCH Axcess Tax and reaping the benefits of a more efficient and satisfying tax season.

Enjoy a more modern and reliable tax system

CCH Axcess Tax's cloud-based platform provides firms with the flexibility they need without the hassle of complicated VPNs and multiple sign-ons. With automated updates and shortened maintenance windows, firms can enjoy a more efficient tax season. The platform also offers innovative features like the new K-1 Manager, which helps firms manage complexity with ease.

Bethany Goldberg, a partner at Elvine, Goldberg & Tovmasyan, explains, "We made the decision that we'd rather have to learn how to use a new tax software than to be dealing with all of the issues that were taking up an inordinate amount of time."

Save time with a streamlined, integrated workflow

CCH Axcess Tax offers end-to-end integration, allowing firms to access research and advisory opportunities without interrupting their workflow. The comprehensive platform includes built-in solutions for data collection, document management, workflow, reporting, and more. Additionally, the CCH Marketplace enables firms to integrate related third-party solutions, maximizing their technology investment.

Denise Pavey, a partner at Pennell CPA, highlights the cohesiveness of CCH Axcess, stating, "What ultimately brought us to CCH really was that cohesive suite. It wasn't like various pieces that were put together. This was a very cohesive suite built together on a common database."

Add value and enhance client satisfaction

CCH Axcess Tax consistently receives high ratings for accuracy and comprehensiveness, providing firms with the necessary tools to serve clients effectively. The software allows firms to handle simple returns quickly and easily, while also providing the capability to handle complex returns with greater accuracy and less hassle.

Christopher Ernest, a partner at Pozerski Hatch & Company, emphasizes the software's versatility, saying, "We have clients with some really complicated things going on, and the software gives us all the tools we need to fulfill their tax filing requirements. Whether it's a state estate tax form, a city tax, farm, gift tax filings, trusts and estates, it's really a one-stop shop for us to handle all of our clients' tax filing needs."

Get started in less time

CCH Axcess Tax offers comprehensive packages that include all forms and states, eliminating the worry of unexpected expenses. Expert implementation and easy-to-use data conversion ensure that firms can get up and running as quickly as possible. The software also provides context-sensitive help and flexible support channels, ensuring that firms have access to the answers they need.

Bethany Goldberg further praises the implementation process, stating, "They not only worked with me, they worked with our outside IT company who participated in most of the implementation. And a lot of companies, I don't think would do that. They really helped us."

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Take advantage of an intelligent, scalable and fully integrated tax preparation, compliance and workflow solution that’s been developed specifically for the cloud and is suitable for firms of all sizes.

With tax season frustrations often out of firms' control, it is essential to have a tax software that can streamline workflows, enhance client satisfaction, and save time. CCH Axcess Tax's modern and reliable cloud-based platform offers firms the flexibility they need, while its integrated workflow and comprehensive features make it a one-stop solution for all tax filing requirements. By switching to CCH Axcess Tax, firms can enjoy a more efficient and successful tax season.

Product Marketing Manager, Tax

Aimee Hall is a product marketing manager for Wolters Kluwer Tax and Accounting US, focusing on the professional market. In this role, she is responsible for leading the marketing strategy for tax software products including CCH Axcess Tax, CCH ProSystem fx Tax and ATX Tax. She joined Wolters Kluwer in 2006 and lives in the Chicago suburbs.

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