Mapping 10 years of innovation and expansion
CCH Axcess™ Tax, CCH Axcess™ Document, CCH Axcess™ Portal, CCH Axcess™ Practice, CCH Axcess™ Workstream, Common Client Database
Groundbreaking technology for speed, security, and flexibilityA new standard for integration and flexibilityThe launch of CCH Axcess in 2013 marked a paradigm shift in the industry. While only focused on the tax workflow at the time, the anywhere/anytime access from the cloud freed firms from the confines of a physical office, and the groundbreaking Common Client Database enabled a new standard for integration, security, and speed.
What is the Common Client Database?
A single, connected platform
The Common Client Database allows all CCH Axcess modules to remain connected in nearly real-time. When data enters the system, it flows to all modules without staff having to touch it. In an industry plagued by disparate solutions and inconsistent data, this ensures accuracy, frees up time for staff to focus on more valuable work, and improves transparency. What's more, the database allows for data points from across the firm to be combined and analyzed, generating insight into your firm operations and clientele that you won't find anywhere else.
CCH Axcess™ Client Collaboration, CCH Axcess™ iQ
Improving the client experience and enabling high-value advisory servicesClient experience is everythingEvery point of contact with your clients is essential, and as the industry becomes more digitized and clients' expectations for on-demand access increase, their tolerance for poor service diminishes. With CCH Axcess Client Collaboration, the goal was to remove as many barriers between firm and client as possible. CCH Axcess iQ takes that idea even further, using machine learning to proactively identify clients who are impacted by legislative changes and alert them.
What is CCH Axcess Client Collaboration?A better way to work with clientsCCH Axcess Client Collaboration is a secure client platform that creates a seamless experience for all tax engagements. Guide clients step by step, track progress, and exchange documents securely in the cloud.
What is CCH Axcess iQ?The industry's first predictive intelligence toolDistinguish yourself as a high-value advisory services provider with the award-winning CCH Axcess iQ. Using advanced predictive intelligence, CCH Axcess iQ automatically determines which of your clients are impacted by federal and state legislative changes and explains the impact of those changes.
The first steps toward a Digital Audit Workflow in the cloudCCH Axcess™ Knowledge Coach, CCH Axcess™ Validate
Reaching a data-driven audit in the cloudMoving audits forward with dataClient data provides a wealth of information, far beyond simply completing an engagement. With our first step toward a digital audit workflow in the cloud, CCH Axcess allowed that data to be stored, analyzed, and leveraged in ways that are more valuable to you and your clients.
What is CCH Axcess Knowledge Coach?Award-winning audit software, now in the cloudWith the AICPA’s ongoing focus on audit quality, and engagement teams wanting to collaborate more efficiently, CCH Axcess Knowledge Coach helps firms conform to risk assessment and documentation while transforming their audit workflow.
What is CCH Axcess Validate?Blockchain-enabled bank confirmationsFast-track bank confirmations and eliminate risks inherent in manual confirmations with CCH Axcess Validate. Bank confirmations have always been a drag on audit productivity, but what used to take a day or more can now be completed in five minutes or less.
Workflow innovation to provide firms a competitive advantageCCH Axcess™ Workflow, CCH Axcess™ Marketplace
Tracking and customizing workflowsImproving how work gets doneWhether aiding the flow of client data or creating integrations with other solutions, our primary focus with CCH Axcess is to help firms work smarter rather than harder. With the additions of CCH Axcess Workflow and CCH Axcess Marketplace in 2021, a firm's ability to track and customize workflows took a giant leap forward.
What is CCH Axcess Workflow?Process improvement as a path to growthFormerly XCMworkflow, CCH Axcess Workflow is a best-in-class tool for tracking and optimizing projects and processes within your firm. Fully integrated with the CCH Axcess platform, CCH Axcess Workflow helps to create capacity and free up time to focus on high-value work.
What is CCH Axcess Marketplace?
Achieving a complete audit assurance workflow in the cloudCCH Axcess™ Engagement
Everything an audit assurance firm needs in one placeIntroducing
CCH Axcess EngagementWith the release of CCH Axcess Engagement this Fall, firms will have a complete cloud solution in CCH Axcess, encompassing everything needed for seamless end-to-end tax workflows, audit workflows, and firm management tools.
What is the CCH Axcess Engagement suite?The complete audit suiteThe CCH Axcess Engagement suite is the industry’s only complete audit workflow solution in the cloud, including binder tools to manage engagements of any type, our award-winning Knowledge-Based Audit Methodology solution, a confirmation and validation module, trial balance and workpaper management tools, and more.
Looking to the future with data and integrations
Advanced data modelingThe future is rich, data richThe possibilities for leveraging the data in your firm are truly limited only by your ability to process and analyze it. As we look to the future, we see the potential to build on our advanced modeling and predictive analytics to identify challenges and opportunities before they arise.
The future lies with APIsLimitless customizationAPIs – or Application Programming Interfaces – are points of integration built by software providers that allow separate solutions to work together. At Wolters Kluwer, we recognize the power of APIs and the near-limitless opportunities they provide for firms to customize their workflows. See our CCH Axcess Marketplace partners here.
Schedule a consultation to learn more about CCH Axcess
Product of the Year
Tax & Accounting Innovation Award
CCH Axcess Client Collaboration
Top New Trial Balance Tool
CCH Axcess Financial Prep
Top New Trial Balance Tool
CCH Axcess Engagement Essentials
Finalist — New Product of the Year
CCH Axcess iQ
Tax and Accounting Innovation Award
CCH Axcess Knowledge Coach
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