CCH Axcess™ Tax Features

Customizable Return Manager

The enhanced Return Manager allows you to customize the information displayed based on what you need to see, and quick filters allow you to arrange tax returns in the desired order. 

• Access 7 years of returns in one central location.
• Save time by taking action directly from the Return Manager.
• Tailor the interface to your needs by setting up custom views and toolbar.

K-1 Automation

CCH Axcess Tax K-1 automation provides firms with a more streamlined tax workflow for complex returns with multiple K-1s so firms can overcome capacity challenges and growth constraints.

• Streamline complex returns with a centralized K-1 Manager.
• Map activities from the K-1 to the 1040 Schedule E, and roll over the mapping to next year.
• Minimize pre-work by reclassing K-1 data at the time of import.
• Map K-1 data to see state and federal K-1 data side by side. 

1040 Return Dashboard

Surface key insights from client 1040 returns. With actionable intelligence on the dashboard, accountants can generate new opportunities and revenue while serving clients more effectively. 

• Resolve problems faster with key dates, statuses and information in one dashboard.
• Identify areas that are more likely to require special attention.
• Monitor return progress in real time to provide more responsive client service.

Step-by-step implementation

The implementation process for CCH Axcess™ Tax is designed to be as seamless and efficient as possible. Each phase of the implementation is meticulously planned and executed to ensure that the firm is fully prepared to leverage the new software, with experienced consultants providing guidance on technical considerations, system requirements, and data validation.

Seamless data conversion

Data conversion is a critical component of the implementation process, allowing firms to import existing data into the new system. The CCH Axcess™ Tax conversion process is self-service and can be done through an easy-to-use online interface. For enhanced conversion needs, the Xpitax team offers premium services to ensure accurate and efficient data conversion with minimal effort from the firm’s team.

Comprehensive training

Proper training is essential to maximize the benefits of the new software. Wolters Kluwer offers flexible training options tailored to the specific needs of each firm. Training delivery methods include one-on-one on-site training, one-on-one web training, webinars, and eLearning opportunities. These options provide firms with the flexibility to choose the most suitable method for their needs and budget.

Intelligent data import

Gain efficiencies with AI-enabled tax automation that reduces data entry and other manual processes.

AI-enabled client service

Show clients you can meet both their compliance and advisory needs by embracing expert insights powered by AI guidance.

Workflow automation

Faster, trackable, end-to-end processes save your staff time while also satisfying busy clients.

Tax Open API Kits

CCH Axcess Tax APIs enable firms to automate return creation, streamline data import and extraction, enhance review workflows, and deliver actionable analytics across clients and returns. Advanced APIs further simplify e-filing, printing, document management, and return roll-forward processes—boosting efficiency and integration across the entire tax workflow.

CCH Axcess Data Scan

Learn more about your clients, respond quickly to new or changing tax laws, and provide fast, personalized service to clients with specific needs. DataScan lets you search your client database for all types of information using the criteria of your choice. Create opportunities by generating a wide range of analytical reports, lists, and mailing labels.