Reimagine tax work with trusted, expert AI

The future of tax isn't just faster, it's smarter. CCH Axcess Intelligence, the breakthrough generative AI built for tax professionals who demand accuracy, security and speed. While generic AI tools raise questions, this purpose-built solution delivers answers, right within your workflow. Integrated across the CCH Axcess Suite, it empowers preparers, reviewers, and partners to work with confidence, reduce research time, and elevate client service. Say goodbye to uncertainty and hello to intelligent automation you can trust. 


  • Stop drowning in documents
  • Do more with the team you have
  • Trust AI without the risk

What if you could talk to your tax documents?



Tax professionals spend hours manually reviewing documents like K-1s, bouncing between systems and cross-referencing data. This slows down turnaround times, increases error risk, and drains staff capacity, especially during peak season. CCH Axcess Intelligence transforms document-heavy workflows by allowing users to chat directly with uploaded files or pull from CCH Axcess Document. It uses OCR and AI to extract key details, summarize content, and flag missing items, reducing manual review time by up to 90%, while maintaining accuracy. Backed by CCH® AnswerConnect, professionals can move from analysis to action in minutes, not hours.

More clients. Less stress. One smart solution.


With many CPAs nearing retirement and a growing demand for tax services, firms face a capacity crunch. Teams are stretched thin, and hiring alone won't solve the problem. CCH Axcess Intelligence acts as a time-back lever, helping firms handle more clients without increasing headcount. With an on-demand tax expert that can research, review, and resolve in real time, firms can automate routine tasks, surface insights instantly, and scale efficiently—without compromising work-life balance.

Secure AI for tax professionals


Unregulated use of generic AI tools introduces serious compliance risk. Employees often use AI without oversight, risking data exposure and inaccurate outputs that could lead to audit issues. CCH Axcess Intelligence is built for the enterprise governance. It operates within your firm's secure environment, with SOC compliance and encryption, audit trials, and zero model training on client data. Every recommendation is backed by authoritative CCH content, ensuring accuracy, security, and peace of mind. 

Frequently asked questions

From firms like yours


  • What is the Early Access Program for CCH Axcess Intelligence?

    The Early Access Program (EAP) for CCH Axcess Intelligence is a pre-launch initiative designed to give select firms early access to a production ready version of the platform before it is generally available in 2026. The Early Access Program allows participants to explore the platform's capabilities, provide feedback, and influence its final development. Participants benefit from promotional pricing, weekly feature updates, and a peek behind the curtain of the latest innovation in CCH software. 

Ready to take the next steps with CCH Axcess Intelligence?

We're here to support you and your firm's growth

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