CCH Axcess™ Audit Beta Program

Evaluate audit agents on a real engagement 

Put agentic audit automation to work on a live client engagement at no cost to your firm. Your team can see firsthand how agents support professional judgment and help accelerate audits, while your feedback shapes how agents perform. 

Help shape agent performance on actual audits 

With specialized agents acting as experienced audit work partners, the work a single auditor can complete in a day expands. As Beta participants, your team can help shape agent performance while evaluating agentic capabilities at no cost. 

Agents simplify planning and risk assessment 

When agents do the heavy lifting, it’s like having an expert auditor comb through dozens of documents at once to bring planning and risk assessment to the forefront. Agents identify what’s relevant, drafting documentation, synthesizing potential risk factors, and building an understanding of the client—including what’s changed since the prior year audit.  

Audit firms are becoming agent-enabled now 

Agentic capabilities are here for your audit firm too. By testing our evolution of CCH Axcess Audit, you’ll experience agents at work, live. Compare a prior year audit with agents helping to complete a current year engagement, the way an experienced auditor operates.

How the Beta Program works 

At no cost to you, evaluate and understand how agents fit into the audit workflow. Gather firsthand input from your audit team using the platform—all before making a purchase decision

To support Beta participation, we will provide

• A limited license to try agents on our platform
• Access to specialized audit agents
• More audit agents to try as they’re introduced

As a participating firm, you will get to

• Try a variety of agents across the audit workflow
• Continue on your firm’s current solution in parallel
• Bring data from a recent prior year engagement
• Be part of periodic research to collect feedback

Starting from scratch isn’t an option  

Bring a prior-year audit file from ProSystem fx Knowledge Coach, Axcess Knowledge Coach or another methodology as your starting point. Agents carry relevant context into the current-year engagement instead of rebuilding an audit from scratch.