The right package for every stage of your firm's growth

Whether you're building a stronger foundation, reducing manual work, or seeking greater visibility into firm performance, CCH Axcess Tax Essentials packages provide a clear path forward. Start with the capabilities you need today and add automation and intelligence as your needs evolve. 

*Please note: CCH Axcess™ Tax packages available on the eStore are intended for new customers only. These packages are not eligible for purchase by existing CCH Axcess or ProSystem fx® Tax customers. 

Tax Essentials Basic 100-400

$2,814 - $5,264
Cloud-based tax prep software with 100-400 authorizations
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Tax Essentials Core

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Tax Essentials Accelerate

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Tax Essentials Advantage

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Details

100-400 returns

100-1000 returns

100-1000 returns

100-1000 returns

1-5 Users, additional users available for purchase.

1-5 Users, additional users available for purchase.

1-5 Users, additional users available for purchase.

1-5 Users, additional users available for purchase.

Forms and States

5, then Pay-Per-State

5

All

All

1040 and 1040NR

$53.90

$53.90

$53.90

$53.90

$53.90

$53.90

$53.90

$53.90

$199

$199

$199

$199

Price Per Returns

$80

Same as overage rate

Same as overage rate

Organization

Automation

Insights

Implementation and training

Add-ons

Explore the power of the CCH Axcess platform with other solutions designed for small firms

Consider other tax and accounting tools that may benefit your practice.

CCH Axcess™ Engagement

Import, adjust, and seamlessly send tax balances to any CCH® Tax solution, simplifying tax preparation with a modern cloud-based trial balance solution.

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CCH Axcess™ Practice

Work smarter with a practice management solution that simplifies time and billing, enhances client service, and enables you to analyze and improve profitability.

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CCH® ProSystem fx Planning

Simplify tax planning and be more productive by quickly reviewing multiple what-if tax scenarios.
Learn More

Xpitax Tax Outsourcing

Stabilize staff bandwidth by leveraging experienced tax professionals to prepare tax returns to your standards and the same quality your clients expect.

Learn More

Frequently asked questions

From firms like yours

  • What tax research tool does CCH recommend?
    When it comes to unique tax situations and scenarios, as a tax preparer you'll want to make sure that your research is on point. The last thing you want to do is put your reputation at risk and/or incur penalties as a result of settling for 'good enough' with unverified answers. Unfortunately tax research that is provided by free generative AI tools, or software that leverages the same generative AI, is simply not always accurate.

    CCH recommends using tools that not only provide detailed answers quickly via generative AI, but that also provides answers that are verified by a team of editorial experts, a team that knows the ins and outs of the tax industry.

    CCH AnswerConnect could be software to consider since it delivers AI generated content with expert-vetted answers to simple and complicated tax questions. CCH AnswerConnect comes in various packages, with CCH AnswerConnect Essentials delivering a solution that's designed for the smaller tax and accounting firm.
  • What is the benefit of the CCH Axcess platform?

    CCH Axcess is the only complete cloud solution, allowing you to transition effortlessly from return preparation, to research, to document exchange and billing. And since it’s all in one system, you don't have to worry about configuring integration points — you have complete visibility into nearly every aspect of your firm, from real-time project updates to larger workflow trends and key performance indicators.

    Working in the cloud with CCH Axcess gives you the freedom to work on your own terms. Work from home without sacrificing productivity, travel or attend conferences without disconnecting, and visit clients with the full capability of your firm from your laptop.

    Running your firm presents many challenges, but CCH Axcess is the one solution that gives you the anytime/anywhere flexibility you need.

  • What does CCH offer to streamline the preparation for of business tax returns and financial statements?

    CCH Axcess Engagement Essentials streamlines the preparation of business tax returns, while also supporting preparation and compilation engagements. Designed specifically with the needs of sole practitioners and firms with four or less staff, you'll have tools at your disposal that provide efficient data import, seamless tax workflow integration, and basic workpaper management and reporting. This empowers you to save time, streamline collaboration, and deliver value to your clients with every engagement.

  • What is the difference between Core, Accelerate and Advantage packages? 
    CCH Axcess Tax Essentials packages are designed to help small firms adopt the capabilities they need today while providing a clear path to grow over time. Core helps firms build a connected foundation for tax preparation and client collaboration. Accelerate adds Expert AI-powered automation to reduce manual work and increase capacity. Advantage adds workflow management and intelligent insights to help firms optimize performance and operate more efficiently.  
  • Which package is right for my firm? 
    Core is ideal for firms looking to build a connected foundation for tax preparation and client collaboration. Accelerate is designed for firms that want to reduce manual work and improve efficiency through automation. Advantage is best for firms looking for greater visibility into workloads, deadlines, resources, and firm performance. 
  • Do I need to purchase multiple products to get the benefits of automation and AI? 
    CCH Axcess Tax Essentials bundles are purpose-built to simplify the buying process by packaging capabilities together. As you move from Core to Accelerate to Advantage, you gain access to additional automation, workflow, and intelligence capabilities designed to help your firm operate more efficiently.

Request a quote about integrated tax preparation solutions
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Learn more about our intelligent, scalable and fully integrated tax preparation, compliance and workflow solutions and how they can benefit your business.

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