From source documents to review-ready data

CCH Axcess Scan brings document intelligence directly into your tax workflow, ingesting documents, extracting and validating complex data, and preparing it for seamless use in CCH Axcess Tax.

  • Ingest
  • Interpret
  • Inspect
  • Integrate
LEX Expert AI

Flexible document intake

  • Bring in documents without bottlenecks 
    CCH Axcess Scan ingests documents from client portals, firm systems, scanners, direct uploads, and APIs, eliminating target sheets and forcing documents into rigid workflows. 
  • Start the workflow with flexibility and control 
    By removing the need for manual sorting and standardization upfront, firms can reduce delays and keep documents moving through the workflow. 
Choosing tax software doesn’t have to be hard. Our expert guide explains features, pricing models, and cloud vs desktop options + tips for switching smoothly.

AI-powered data extraction

  • Turn complex documents into structured data 
    Powered by Expert AI, CCH Axcess Scan automates K-1 data extraction, reducing manual work, while capturing complex details from multi-table statements and supplemental data. 
  • Capture what other tools miss
    CCH Axcess Scan extracts data from both structured forms and unstructured supplemental information, including footnotes and state data, helping ensure more complete and usable outputs. 
Group

Human-led data validation

  • Catch errors before they create rework
    Built-in validation and error detection highlights exceptions for human review,  helping teams resolve issues before data reaches the return. 
  • Take control with K‑1 Manager 
    K-1 Manager enables reviewers to validate, adjust and reconcile extracted data with full transparency, creating a true human-in-the-loop workflow that improves accuracy and trust. 
10 Years of CCH Axcess

Connected, low-touch workflow

  • Move data directly into the tax workflow
    Structured, validated data flows seamlessly into CCH Axcess Tax, so teams spend less time rekeying and more time reviewing and finalizing returns.  
  • Keep work moving inside the platform
    Because Scan is built into the CCH Axcess environment, firms avoid tool switching and workflow gaps. Data, validation, and preparation stay connected, resulting in smoother handoffs and more predictable outcomes. 

Designing the future of tax and accounting with Expert AI

See how AI-powered document intelligence is transforming tax workflows. 
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Frequently asked questions

From firms like yours

  • How does Scan handle complex K‑1s? 
    It extracts both structured and unstructured data, including supplemental statements and multi-page tables, with validation built in.
  • Can firms standardize processes across teams?
    Yes, CCH Axcess Scan provides consistent workflows, centralized control, and transparent outputs for firm-wide standardization. 
  • Does it reduce rework?
    Yes, by validating data before import, firms avoid downstream corrections and review cycles. 
  • How does human review work in CCH Axcess Scan?
    CCH Axcess Scan combines AI-powered extraction with human validation. The system flags exceptions and gives users full visibility to review, adjust and approve data before it reaches the tax return, ensuring accuracy without sacrificing efficiency. 

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