Maximize the potential of your software

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.

Wolters Kluwer Professional & Client Services
Experienced consultants who have worked with thousands of professional accounting firms.
Wolters Kluwer PCS
1040 Passthrough Import Utility
Export Fiduciary, Partnership, and S Corporation passthrough information from a 1040 return to a Microsoft® Excel® file.
1040 Passthrough Import

AuditMiner

 Scale your EBP practice with standardized, audit-ready data from AuditMiner. Improve audit efficiency and quality across engagements with software that automates time-consuming tasks.
AuditMiner
Batch E-File Extension Utility
Upload 1040 federal and stated extensions in batches, and schedule the batch to run unassisted during off-hours.
Batch E-File Extensions
Batch Print Set Utility
Print up to 10 print jobs at a time, with multiple print sets per return, across multiple returns, for up to 50 returns per job. 
Batch Print Sets

Bulk Return Creation Utility

Create realistic training scenarios in seconds by automating the process of duplicating returns.

Bulk Return Creation

Compass

Real-time data analytics, bringing your practice management data to life with filterable, drillable dashboards.
Compass
CPACharge
Easily and securely accept credit, debit, and eCheck payments from CCH Axcess™ Practice.
CPACharge

Custom Application Development

Wolters Kluwer's PCS team can develop custom API-based applications to help firms be more productive. 
Custom App Development 
CygnusAI Consulting, LLC
CygnusAI Consulting's CEO, Atul Tatke, provides custom API integrations for CCH Axcess customers. 
CygnusAI Consulting
Data Axcess Utility
Extract client, project and billing data from CCH Axcess and query the data using the business intelligence tools of your choice. 
Data Axcess Utility
Digilence
Digitize inefficient and repetitive processes across Audit, Tax, Client Accounting and other back-office functions.
Digilence
Empire Suite
Integrated audit and automated tax scheduling, time and expense entry and time off management applications.
Empire Suite
EPS®
A suite of comprehensive refund transfer and payment solutions to manage every financial transaction in your tax office.
EPS

Eric Does Data

EDD has over 14 years of experience working to help companies become more data-driven and modern.
Eric Does Data

Ignition

Reclaim time and profitability by automating proposals, billing, payment collection and workflows in a single platform.
Ignition
K-1 Batch Import Utility
Import K-1 data from Microsoft® Excel® into Partnership, S Corporation, and Fiduciary returns. 
K-1 Batch Import
K1x
Featured vendor. K1x uses AI-powered automation to digitize and distribute K-1, K-3, and 990 data seamlessly. 
K1x
ProStaff
Transform your organization's scheduling process into a strategic and collaborative effort.
ProStaff
Protection Plus for CCH Axcess Tax
Dedicated tax audit defense support, fully integrated with CCH Axcess Tax to help you manage tax notices, audits, and more.
Protection Plus
Protection Plus for TaxWise
Dedicated tax audit defense support to help manage tax notices, audits, and more. Firm-level or per-return pricing available.
Protection Plus
QuickFee
Payment solutions designed to help businesses increase sales, build better client relationships, and improve cash flow. 
QuickFee
Refund Advantage®
The refund transfer program that enables you to customize your account in a variety of ways. 

Refund Advantage
Republic Bank & Trust Company
Republic Bank is one of the largest locally-owned community banks, with over 25 years of experience.
Republic Bank & Trust
Ricoh
The fi Series and ScanSnap product lines turn documents and other paper-based information into digital assets.
Ricoh

Rightworks

Significantly simplify operations and expand client value with an award-winning, secure cloud platform.
Rightworks

SafeSend

Eliminate the manual, labor-intensive tasks associated with tax package assembly, delivery, and e-signings. 
SafeSend

Strongbox

Powered by LeaseCrunch, Strongbox extracts, cleans, and formats data directly from your client’s accounting system, delivering trial balances ready for CCH Engagement.
Strongbox
SurePrep
Featured vendor. SurePrep’s 1040/1041 productivity solutions automate and streamline the entire tax process. 
SurePrep
TheTaxBook
Award-winning online and print tax research solutions for time-crunched tax professionals. 
TheTaxBook
Santa Barbara Tax Products Group®
Partner with the Santa Barbara Tax Products Group® (TPG) for your tax refund transfer needs. 
Santa Barbara TPG
Tax InfoLine
Enable your clients to automatically receive text message and e-mail alerts regarding the status of their tax return and refund. 
Tax InfoLine
Textellent
The leading text messaging platform for tax pros, integrated directly with TaxWise  to help you manage client communications.
Textellent

Latest Federal Tax News Articles

  • Article
    Tax & Accounting
    June 20, 2025

    Modernizing payments: The shift from paper checks to digital

    The US Treasury's mandate to end paper checks by 9/30/25 will impact all tax preparers. Learn how to best support your clients during this transition.
    Learn More
  • Article
    Tax & Accounting
    May 15, 2025

    Federal payments go paperless: Key provisions of the recent executive order

    Tax preparers and their clients will soon be impacted by Executive Order 14247 which eliminates paper refund checks. Read to learn more.
    Learn More
  • Article
    Tax & Accounting
    May 12, 2025

    A closer look: Discussion and analysis of current accounting and reporting issues related to tariffs

    Recent significant changes in tariffs initiated by the U.S. government have consumed global news and introduced significant uncertainty into business operations and financial markets.
    Learn More
  • Article
    Tax & Accounting
    April 23, 2025

    2025 post-filing season update

    The 2025 tax filing season passed without much fanfare. Congress took no significant direct action, although the foundation has been laid for tax legislation to be moved before the end of the year.
    Learn More
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