Flexible packages to support all types of firms

CCH Axcess Tax scales to meet your firms needs now and in the future.

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. 

  • Essential software for small firms
  • Packages for growing firms
  • Custom options for large firms
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*Not availaable for existing customers

CCH Axcess™ Tax Essentials: Designed and priced for small firms

For firms with four or fewer users, CCH Axcess Essentials* offers comprehensive compliance for core tax workflows.
Axcess Tax Essentials
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  • Comprehensive forms and states
    CCH Axcess Essentials includes core federal returns for 1040/1040NR, 1065, 1120, 1120S and 990 returns in up to 5 states. Additional states available at extra charge.
  • Easy setup and self-guided training
    The setup wizard provides for a quick and easy implementation process, and the learning portal offers self-guided training via an extensive video library, saving you time and cost.

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Tax Essentials

Tailored to the needs of smaller firms
Axcess Tax Essentials
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Tax Complete

All-inclusive solution for one low price
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Tax Pro

Higher volume packages for growing firms
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Tax Solutions

Flexible options for firms of all sizes
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Details
Users

1-4 Users

1-9 Users

1-19 Users

1-99+ Users

100, 200, or 400 Returns (Pay as you go also available)

75-1000 Returns

500-3000 Returns

75-10,000+ Returns

Forms and States

5

All

All

Varies by package size

Included with packages of 1000 returns or more

Included with packages of 1000 returns or more

Consolidated returns

Included with packages of 1000 returns or more

Included with packages of 1000 returns or more

Implementation and training

Self-guided

Web-based consulting

Coordinated implementation services

Coordinated implementation services billed separately

Training

E-learning

E-learning

E-learning

Live training billed separately

Add-ons
CCH ProSystem fx Planning

Additional charge

Additional charge

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Enterprise-ready solutions for tax operations

High-volume packages, deep integration capabilities, and powerful APIs support the scale and sophistication of large firms.

  • Flexible packages for high volume firms
    Choose from value-based bundles or build a custom solution with a la carte options to meet the demands of thousands of returns and specialized form types.
  • Integrated tech stack
    Seamlessly connect with other CCH Axcess modules for a unified, end-to-end tax platform.
  • Open API kits for custom integrations
    Use CCH Axcess Tax API Kits to integrate with your firm's existing systems, automate processes, and build custom workflows that fit your unique needs.

Comprehensive tax compliance for every entity

Expert compliance for your core tax and specialty tax return types. 

Forms and States Supported

Individual 1040/1040NR

Take advantage of complete, digital 1040 tax preparation and realize significant productivity gains.
Individual

Partnership
1065

Extensive allocation capabilities maximize flexibility and control, ensuring staff is more productive and efficient.
Partnership

Corporation 1120/1120S

Completely and accurately meet all your corporate tax compliance requirements.
Corporation

Exempt organization
990

Simplify exempt organization calculations with extensive Form 990 processing.
Exempt Org.

Fiduciary
1041

Easily manage all types of estate and trust returns, as well as distribution and Schedule K-1 options.
Fiduciary

Employee benefit plan
5500

Make your employee benefit plan filing fully compliant with regulatory controls.
Employee Benefit Plan

Estate and gift
706/709

Automate the preparation of Forms 706/709 and supporting schedules.
Estate and Gift

Add-on solutions enable peak efficiency

These additional tools and utilities can help your firm work smarter.

1040 Passthrough Import Utility

View, edit, and validate data in a spreadsheet template before importing it back into the return.
1040 Passthrough Import

Batch e-File Extension Utility

Upload, hold, release, and track extensions in batches.
Batch e-File Extensions

Batch Print Set Utility

Print up to 10 print sets at once for up to 50 returns at a time.
Batch Print Sets

Bulk Return Creation Utility

Automate the process of duplicating training returns, so your team can focus on learning, not logistics.
Bulk Return Creation

CCH Axcess™ DataScan

Extract specific, detailed information from your client database to assist you in offering more personalized services.
CCH Axcess DataScan

CCH® eSign

Capture client and employee signatures digitally for IRS, client-facing and internal documents.
CCH eSign

K-1 Batch Import Utility

Import K-1 data from spreadsheets directly into returns in bulk.
K-1 Batch Import

CCH® Premier Customer Services

Multi-tiered Premier Customer Services offer elevated support tailored to your goals.
Premier Customer Services

CCH® Tax Projector

Create projection variations for Federal returns up to one year in advance.
CCH Tax Projector

Seamless integration with other CCH solutions

Seamlessly integrate with CCH ProSystem fx software for a complete digital tax workflow 

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CCH® ProSystem fx® Planning

Be more productive by quickly reviewing multiple what-if tax scenarios.

Planning
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CCH® ProSystem fx® Fixed Assets

Save time by simplifying your fixed assets management and depreciation tasks.

Fixed Assets
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CCH® ProSystem fx® PDFlyer

A unique Adobe Acrobat plug-in, built specifically for tax and accounting work.

PDFlyer

Frequently asked questions

From firms like yours

  • Which CCH Axcess Tax packages can I purchase online?

    CCH Axcess Tax Essentials is available for online purchase and is designed specifically for small firms with four or fewer users. Firms with more users and/or more complex compliance needs can choose from value-based bundles or build a custom solution with à la carte options.

  • What add-ons are available to improve efficiency?

    The CCH Axcess API-first strategy has enabled our teams to create a number of productivity utilities that can streamline and automate the movement of data through your entire workflow. Our API-based utilities include the 1040 Passthrough Import Utility, Batch e-File Extensions Utility, Batch Print Set Utility, Bulk Return Creation Utility, and K-1 Import Utility.

  • Does CCH Axcess integrate with on-premise software solutions? 

    CCH Axcess Tax integrates seamlessly with CCH ProSystem fx solutions to create a complete digital tax workflow. For other integrations, the CCH Axcess Open Integration APIs provide nearly limitless integration possibilities.

  • Is there a charge for technical support? 

    Our standard support provides multi-channel help at no additional charge—email, chat, and phone assistance are always available. We offer Premier Customer Service tiers at an additional charge for firms with elevated support needs.

Contact us about integrated tax preparation solutions

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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