CCH Axcess™ for Financial Services Companies

Create a holistic approach for your clients with tax preparation services

CCH Axcess helps ... 
Law firms • Wealth Management • Family Office • Trust Companies • Capital Management • Financial Advisory
• Financial and Estate Planning • Banks and Financial Services • Insurance
• Hedge Fund Administration • RIA (Registered Investment Advisor)
every day, to provide their clients with accurate tax returns and improve their customer experience. 

In the last decade, more and more financial service providers have recognized the strategic importance of tax services: you can gain a competitive advantage in the market by creating a one-stop-shop experience for your clients; get insights into customers’ financial health; and open up additional revenue streams.

Whether you are looking to establish a tax practice, or modernize your tax department, CCH Axcess^TM can help automate the entire tax preparation process, from gathering clients’ data and workpapers to filing their income tax returns, accurately and on time.

Our modular, cloud-based solution was built to create a seamless customer experience allowing you to automate the most time-consuming tasks and give your team the flexibility they deserve. Do more with less and focus on more value-added services. 

Manage your clients' portfolio with taxes in mind