CCH Axcess™ resources for the best tax season support

Check the application status before troubleshooting

If multiple employees experience the same problem, check the CCH Axcess Application Status page before troubleshooting individual workstations. The page can help customers determine whether Wolters Kluwer has reported a service degradation affecting a product or application. Confirming application status can prevent multiple employees from spending time troubleshooting the same issue independently or changing local settings unnecessarily.

Review the scheduled maintenance calendar

One benefit of cloud software is simpler maintenance with automatic updates. Our seasonal maintenance windows to release tax forms have been significantly reduced, to just minutes. In the event of a mid-week release, we’ve shifted the maintenance window to midnight Central time to help our customers optimize their working hours. This means less downtime in CCH Axcess and less downtime for our customers. 

The scheduled maintenance calendar helps firms plan around upcoming maintenance windows. Checking the calendar can help administrators and tax leaders understand when maintenance is expected and communicate relevant timing to employees. Configure data center maintenance notifications to determine how administrators should receive and manage maintenance communications.

Keep the quick reference card within reach

The CCH Axcess Tax Quick Reference Card is a compact guide to commonly used CCH Axcess Tax features. It includes visual references for the Return Manager and Tax Return ribbons, keyboard shortcuts, user options, definitions, and help locating features.

The keyboard-shortcut section includes commands for frequently used return operations, such as opening a selected return, recalculating, saving changes, inserting tick marks, moving between panes, and displaying help.

The card can be particularly helpful for new and seasonal employees, but experienced users may also discover commands that reduce clicks during repetitive work. Consider linking to it from onboarding materials, your internal tax-season resource page, or a bookmarked folder shared with the tax team.

Learn from other CCH software users

The Ask the Community feature gives customers a place to pose questions and exchange information about software use, forms, and working practices with other CCH software users. The forum is moderated by Wolters Kluwer Support and Product Management.

Community discussions can be useful when a question is less about resolving a technical issue and more about learning how other firms approach a workflow or use a particular feature. For questions involving firm-specific data or an issue requiring direct investigation, use an appropriate support channel instead.

Bookmark the Tax Season Readiness Resources page

The CCH Axcess Tax Season Readiness Resources page brings together information designed to help customers prepare their software and processes for the upcoming filing season. After signing in, customers can find guidance related to:

• Getting information and connecting with support
• Installing, repairing, or updating CCH Axcess products
• Completing annual administrative tasks
• Setting up return defaults and templates
• Rolling forward returns and producing organizers
• Reviewing release notes and frequently asked questions

Rather than searching for each resource separately during tax season, bookmark the readiness page and share it with employees who prepare, review, administer, or support tax returns.

Prepare now and get answers faster during tax season

Strong tax-season support begins before a problem occurs. By bookmarking the Tax Season Readiness Resources page, reviewing application status and scheduled maintenance information, and keeping practical references readily available, your team will know where to turn when questions arise.