Move from tax preparation to proactive tax planning. 

Every completed tax return tells you what happened. The opportunity is using that information to help clients make better decisions about what comes next. 

CCH Axcess Tax Planner turns existing CCH Axcess tax return data into forward-looking planning scenarios, helping professionals evaluate strategies, compare potential outcomes, and develop clear recommendations. 

Instead of relying on spreadsheets, manual analysis, and outdated software, your team gets a more structured approach to planning that keeps professional judgment central while making it easier to turn tax preparation into valuable planning conversations.  

  • Evaluate Strategies

  • Develop Recommendations

  • Scale Planning

See the impact of different strategies before recommending a path forward

  • Model multiple planning scenarios
    Evaluate different strategies and assumptions to understand how potential decisions could affect a client's future tax outcomes. 
  • Compare outcomes and tradeoffs
    See the impact of different planning paths side by side, making it easier to understand the advantages, implications, and tradeoffs of each option. 
  • Quantify planning opportunities
    Measure the potential tax impact of different actions so professionals can focus the conversation on the strategies that improve tax outcomes in upcoming years. 
LEX Expert AI

Turn complex analysis into confident, clear, and supportable client recommendations

  • Build on trusted tax calculations
    Ground planning analysis in trusted tax calculations rather than disconnected spreadsheets and assumptions, providing a stronger foundation for professional judgment. 
  • Understand and explain the rationale
    Review the calculations, assumptions, and outcomes behind different scenarios so professionals can understand and explain the rationale for the recommended path.
  • Show clients the potential impact
    Translate planning analysis into clear tax outcomes, helping clients understand the potential impact of different decisions and take informed action. 
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Turn tax planning into a more repeatable part of the client relationship

  • Start with existing tax data
    Use imported CCH Axcess tax data as the foundation for planning rather than rebuilding the client picture from scratch. 
  • Create a more consistent planning process
    Use a structured approach to evaluate tax strategies and develop recommendations instead of relying on individual processes and one-off spreadsheets. 
  • Extend planning across more clients
    Reduce manual effort and reliance on a few experienced professionals, making it easier to bring valuable tax planning to more existing clients. 
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Built for tax planning

CCH Axcess Tax Planner uses connected data, multi-year modeling, and clear comparisons to build more informed tax plans.

Multi-year scenario planning

Model different tax strategies and compare their impact across future tax years.

Connected tax data

Import completed CCH Axcess Tax return data directly into a new tax plan.

Client-ready comparisons

Present scenario results with clear summaries, comparisons, and visualizations.

Reactive tax season? No. Plan proactively with CCH Axcess™ Tax

Plan for a better tax season - and know you'll have one with a load of tedious tasks taken of your shoulders. CCH Axcess Tax Planner works for you, taking tax data straight from CCH Axcess Tax so you can shift your focus to phenomenal client relationships. Learn about the power of CCH Axcess Tax below.

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Evolve your understanding of what tax planning software can do for you.

Discover ways to optimize & integrate your business workflows, while making life easier for you and better for your customers.

Build a more proactive, scalable approach to tax planning

Tax planning has always been an important part of the tax professional’s role. But for many firms, providing proactive planning consistently across the client base remains difficult. Explore practical steps to assess your firm’s readiness, create repeatable planning workflows and deliver proactive guidance to more clients.

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Get ready to scale your firm's tax planning

Explore five areas that can help your firm deliver proactive tax planning to more clients without adding unnecessary manual work.
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How mature is your tax planning approach?

Explore four stages of tax planning maturity and see how firms can build a more consistent, scalable approach to proactive planning.
Find Your Stage

What to look for in modern tax planning software

Use this practical framework to evaluate tax planning technology for integration, scenario modeling, explainable AI, and scale.
See What to Evaluate

Frequently asked questions

From firms like yours

  • What is CCH Axcess Tax Planner? 
    CCH Axcess Tax Planner is tax planning software that helps tax professionals turn completed tax returns into client-ready tax plans. Using existing CCH Axcess Tax data, professionals can model strategies, compare potential outcomes, and develop actionable recommendations.
  • How does CCH Axcess Tax Planner work with CCH Axcess Tax?
    CCH Axcess Tax Planner uses existing CCH Axcess Tax return data as the foundation for planning, reducing the need to rebuild client information from scratch. Professionals can use that data to evaluate strategies, compare scenarios, and develop planning recommendations. 
  • How does CCH Axcess Tax Planner help firms move from tax preparation to tax planning?
    CCH Axcess Tax Planner extends the work firms already do during tax preparation into proactive planning. Professionals can use completed return data to model potential strategies, understand the tax impact of different decisions, and develop recommendations they can confidently discuss with clients.
  • How can CCH Axcess Tax Planner help firms scale tax planning?
    CCH Axcess Tax Planner provides a structured, repeatable approach to evaluating strategies and developing recommendations. This helps firms reduce reliance on one-off spreadsheets and individual processes and extend tax planning across more clients and professionals.
  • Why use tax planning software instead of spreadsheets?
    Spreadsheets can make tax planning manual and difficult to repeat and validate. CCH Axcess Tax Planner provides a structured planning workflow backed by trusted tax calculations, helping professionals evaluate options and develop recommendations with greater consistency and confidence.

Ready to take the next steps with CCH Axcess Tax Planner?

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Watch a live demo

See CCH Axcess Tax Planner in action with a selection of live, and on-demand demos

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Explore CCH Axcess Tax

Discover the features of CCH Axcess Tax, and learn about how this industry leading software integrates with CCH Axcess Tax Planner.
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