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Engagement for audit & assurance
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Engagement for business tax
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Seamless implementation
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Open integration
Work more efficiently with streamlined engagement management
CCH Axcess™ Engagement helps firms simplify and standardize engagement processes with secure, cloud‑based tools that keep workflows moving. From planning through final delivery, teams gain the visibility and control needed to manage engagements seamlessly.
Streamlined workpaper management
Centralize and manage workpapers in a secure, cloud‑based environment with real‑time updates and built‑in version control. Industry‑leading workpaper tools support efficient reviews, reduce administrative effort, and ensure teams always work with accurate, up‑to‑date documentation.
Integrated trial balance workflows
Automate trial balance adjustments, reporting, and rollforwards to eliminate manual data entry and reduce errors. Seamless integration across CCH Axcess audit, tax, and firm management workflows ensures consistent data flows throughout the engagement and supports accurate reporting with minimal effort.
One platform for every engagement type
With the addition of government audit workflows, CCH Axcess™ Audit now delivers a comprehensive suite of accounting and audit tools to support every engagement type, including preparation, compilation, review, audits, consolidated and multi-tier audits, business tax return preparation, and government audit engagements.
Automation that improves accuracy
Built‑in automation streamlines essential engagement processes, helping firms reduce risk and improve consistency across audit, tax, and advisory work. By removing manual effort, teams can focus on delivering high‑quality work with greater confidence and efficiency.
Cloud‑based collaboration and flexibility
Empower teams to collaborate securely from anywhere with cloud‑enabled tools that support real‑time updates and collaborative reviews. Whether working remotely or in the office, CCH Axcess Engagement helps keep engagements on track by reducing delays, improving communication, and increasing productivity across teams.
Built‑in analytics for smarter audits
CCH Axcess™ Engagement Analytics delivers AI‑enabled testing and dynamic data visualizations to help enhance audit quality. Capabilities such as general ledger anomaly detection, journal entry testing, and ratio analysis provide real‑time insights that support smarter, more efficient audits.
Effortless data import and flexible access
Reduce manual effort with AI‑enabled automation that simplifies trial balance setup, tax code assignments, and financial statement preparation. Easily upload trial balances directly from QuickBooks Online® and Xero®, and securely access engagement data anytime—whether working in the office or remotely.
Streamlined trial balance management
Automatically group trial balance accounts, assign tax codes, and manage adjustments without tedious manual steps. Built‑in automation improves accuracy, saves time, and allows your team to focus on higher‑value client work.
Seamless integration with tax workflows
CCH Axcess™ Engagement integrates seamlessly with any CCH® Tax solution, eliminating duplicate processes and rekeying. A common client database ensures consistent data while enabling multiple users to collaborate on the same engagement, improving productivity and reducing errors.
Simplified engagement workflows
Designed to reduce complexity, CCH Axcess™ Engagement automates key engagement tasks, from trial balance management to financial statement preparation. Tight integration with the CCH Axcess platform delivers consistency and efficiency across business tax, preparation, and compilation engagements.
Secure cloud‑based collaboration
Enable teams to collaborate securely in the cloud with real‑time access to shared engagement data. Improved visibility and accessibility help keep engagements moving forward while supporting flexible work environments.
Built to support a broad range of engagements
As part of the CCH Axcess platform, Engagement supports business tax return preparation alongside preparation and compilation engagements, providing firms with a scalable solution that grows with their engagement needs.
Step-by-step implementation
The implementation process for CCH Axcess™ Engagement is designed to be seamless, structured, and efficient. Each phase of implementation is carefully planned and guided by experienced consultants to help firms address technical considerations, system requirements, and data validation with confidence.
Seamless data conversion
Secure, accurate data conversion ensures continuity and minimizes disruption as firms transition to CCH Axcess™ Engagement. The conversion process is self-service and can be done through an easy-to-use online interface. For enhanced conversion needs, our team offers premium services to ensure accurate and efficient data conversion with minimal effort from the firm’s team.
Comprehensive training
Proper training is essential to maximize the benefits of the new software. Wolters Kluwer offers flexible training options tailored to the specific needs of each firm. Training delivery methods include one-on-one on-site training, one-on-one web training, webinars, and eLearning opportunities. These options provide firms with the flexibility to choose the most suitable method for their needs and budget.
Multi-channel support at no additional cost
Comprehensive self-service tools and on-demand support information help our customers find the information they need when they need it. Live support is available over the phone and via chat at no additional charge.
Engagement open API kits
CCH Axcess Engagement users now have access to core Engagement APIs that supercharge productivity by streamlining data movement, eliminating manual steps, and helping teams complete engagements faster with greater accuracy. For firms looking to expand automation, the Engagement APIs enable firms to seamlessly connect external systems with CCH Axcess™ Engagement by creating and managing engagements, importing and maintaining workpapers, and integrating trial balance data directly from accounting software. They also support retrieving engagement details and embedding external links to keep workflows connected and up to date.
CCH® Marketplace
The CCH Marketplace is an online resource center that makes it easy for firms to find software integrations that leverage the data in their systems. These integrations enable firms to automate many of the most time-consuming tasks in their tax, audit, and firm management workflows.
FAQs for audit & assurance
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What types of engagements does CCH Axcess Engagement support?It supports audits, reviews, and other assurance engagements that involve multiple entities, complex structures, or higher engagement volumes.
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Does CCH Axcess Engagement integrate with other CCH Axcess solutions?Yes. It integrates with the broader CCH Axcess platform, helping firms connect engagement data with tax, workflow, and document management tools.
FAQs for business tax
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What problems does it solve for the firm?CCH Axcess Engagement directly addresses these pain points with automation, standardization, and visibility.
- Disorganized workpapers
- Manual trial balance entry
- Review bottlenecks
- Lack of visibility
- High error rates
- Staff turnover and training challenges
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What is one of the biggest differentiators of the product?Automated Trial Balance Grouping that uses machine learning to automatically group trial balance accounts to tax lines, saving enormous time and reduce errors.
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What integrations does CCH Axcess Engagement support?
CCH Axcess Engagement supports:
- Direct import from Excel
- Direct QuickBooks and Xero connections
- Roll-forward of prior-year groupings for even greater efficiency
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Can teams collaborate in CCH Axcess Engagement?Yes. Teams can collaborate in real time within a secure, cloud‑based environment.
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What are the additional benefits of CCH Axcess Engagement?With CCH Axcess Engagement you get native, direct integration with CCH Axcess Tax.
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