The CCH Axcess 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.
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How to prepare your clients for crypto tax planning
Cryptocurrency is quickly becoming a more widespread form of payment and investment, and as such, it’s important to have a good understanding of how crypto tax planning works. It’s also essential to understand the key questions to ask clients when having a crypto tax planning conversation.
SurePrep joins CCH Axcess Marketplace
"We're happy to welcome SurePrep to the CCH Axcess™ Marketplace,” said Cathy Rowe, CPA, CA and Vice President of Product Management, US Professional Market, at Wolters Kluwer Tax & Accounting North America. “This relationship will provide mutual customers with stronger integration by giving firms additional opportunities to leverage the core data in their systems."
CCH Axcess Tax has an API-First strategy when it comes to helping you automate your tax workflows. In addition to offering APIs for firms to build custom integrations and a Marketplace for off-the-shelf third-party automations, CCH Axcess offers a number of productivity utilities that can streamline and automate the movement of data through your entire workflow. Contact your Solutions Consultant below to learn more about how to get started with these powerful productivity boosters.
Batch Print Set Utility
Print sets enable you to customize exactly what prints with a return, including the order of printing. The Batch Print Set Utility uses the Advanced Print APIs in CCH Axcess to 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. With endlessly configurable print sets, firms save time on printing and collating returns and produce more client-friendly deliverables.
K-1 Import Utility
The K-1 Import Utility uses Tax Transfer APIs to import K-1 data from Microsoft® Excel®. Since many accountants prefer working in Excel, the K-1 Import Utility saves time by eliminating error-prone cutting and pasting while improving the employee experience by letting them use the tools they are most comfortable with. Firms can also export prior-year K-1s into Excel as a starting point for this year’s data. The K-1 Import Utility works with Partnership, S Corporation, and Fiduciary returns.
1040 Passthrough Import Utility
The 1040 Passthrough Import Utility also uses the Tax Transfer APIs to move data into and out of Microsoft® Excel®. You can export Fiduciary, Partnership, and S Corporation passthrough information from a 1040 return to a Microsoft® Excel® file, and use the resulting Spreadsheet as a template that can then be imported in a rolled forward return.
Batch E-File Extension Utility
Using the Advanced Tax API Kit, the Batch e-File Extensions Utility uploads extensions, with the option to hold or submit them, in batches. This helps firms save time by filing multiple extensions at one time without having to open each return and upload each extension separately. Since no dollar amounts are uploaded, this utility is only for returns that do not have a balance due. The utility can upload 1040 federal and state returns, and you can select to print copies of the return at the same time. You can even schedule the batch to run unassisted during off-hours so you can get more work done during the day.
Data Axcess Utility
The Data Axcess Utility (DAU) uses the Data Axcess APIs to extract the firm’s client, project and billing data from CCH Axcess into a local or cloud SQL database. From there, firms can query the data using the business intelligence tools of their choice, such as Microsoft Power BI. The Data Axcess Utility includes a report library with popular pre-built reports like Accounts Receivable Aging, Accounts Receivable Payments and Credits, Client Billing Realization, and a Marketing Report. It can also be used with the CCH Axcess Data Axcess Dashboards to populate 7 pre-built Power BI dashboards.
More Open Integration Resources
Expand the value of CCH Axcess Software
Learn More About the CCH Axcess Open Integration Platform
Contact us to learn about how to license the Open Integration Kit. If you are already using CCH Axcess APIs, contact our Support team with any questions.
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