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CCH Axcess
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TaxWise
CCH Axcess™ Software Partners
K1x
Featured vendor. K1x is the leading data distribution platform for alternative investments. Its AI-powered automation digitizes and distributes K-1, K-3, and 990 data seamlessly — connecting investors, advisors, tax software, portals, accounting firms, IRS and state taxing authorities.
SurePrep
Featured vendor. SurePrep’s 1040/1041 productivity solutions deliver seamless integration with your existing tax software to automate and streamline the entire tax process for both the taxpayer and tax pro.
AuditMiner
Scale your EBP practice with standardized, audit-ready data from AuditMiner. Improve audit efficiency and quality across engagements with software that automates time-consuming tasks.
Compass
Compass is the CPA industry's leading real-time data analytics solution, bringing your practice management data to life with filterable, drillable dashboards.
CPACharge
CPACharge and Wolters Kluwer have partnered to create an integration that lets you easily and securely accept credit, debit, and eCheck payments right from CCH Axcess™ Practice.
Crunchafi
Crunchafi extracts, cleans, and formats data directly from your client’s accounting system, delivering trial balances ready for CCH Engagement solutions and an Excel file full of financial data to feed TeamMate Analytics or your own Excel analysis.
Digilence
Digilence, LLC (Digital Intelligence) Powers the Digital Firm® with a suite of AI-infused SaaS solutions to digitize inefficient and repetitive processes across Audit, Tax, Client Accounting and other back-office functions for accounting firms.
Empire Suite
Integrated audit and automated tax scheduling, time and expense entry and time off management applications from Empire SUITE make CCH Axcess even better.
Ignition
Reclaim time, profitability and cash flow with Ignition by automating proposals, billing, payment collection and workflows in a single platform.
ProStaff
ProStaff is a powerful tool that has the potential of transforming your organization's scheduling process into a strategic and collaborative effort. This transformation draws upon the most vital asset of your business – your accounting staff.
QuickFee
Payment solutions designed to help businesses of all sizes grow. With the right payment options, you can increase sales, build better client relationships, and improve cash flow.
SafeSend
SafeSend offers award-winning automation technology for tax and accounting firms to provide an unrivaled client experience, including SafeSend One™, the end-to-end solution that automates the entire tax process.
TaxWise® Partners
Protection Plus
Protection Plus is your dedicated tax audit defense department. Say goodbye to hours on hold with IRS and hello to a reliable team of tax resolution experts. We help you easily manage tax notice, audits, and more!
TheTaxBook
TheTaxBook offers award-winning online and print tax research solutions for time-crunched tax professionals. Wolters Kluwer has integrated the TTB WebLibrary with TaxWise Online to provide fast answers to their software users tax questions.
Tax InfoLine
Tax InfoLine enables your clients to automatically receive text message and e-mail alerts informing clients of the status of their tax return and refund. In addition to automated alerts, customers also have access to a toll-free phone number and website 24-hours a day and our new TaxInfoNet app.
Textellent
Textellent is the leading text messaging platform for TaxPros designed to streamline your operations and grow your practice. Textellent integrates directly and seamlessly with TaxWise so you have a virtual assistant to help you manage client communications.
Payroc
Collect client payments faster and with less effort. With Payroc, you can accept payments directly inside TaxWise — no switching systems, no double entry, no end‑of‑day cleanup. Enjoy quicker payments, fewer manual steps, improved accuracy, and everything in one place.
Refund Transfer Solutions
Refund Transfers (Bank Products) give tax preparers the ability to deduct tax preparation fees from a tax refund, limiting taxpayers’ up-front expenses—and allowing you to attract and retain clients while benefitting from fee-based revenues.
EPS®
EPS® provides a comprehensive suite of refund transfer and payment solutions designed to simplify every financial transaction in your tax office. Choose flexible options like e-Advance™ and e-Bonus™, or switch to e-Collect™, the low-cost solution for refund transfers.
Refund Advantage®
You have choices, we have solutions! With Refund Advantage®, the refund transfer program that enables you to customize your account in a variety of ways.
Republic Bank & Trust Company
Republic Bank is one of the largest locally-owned community banks. With over 25 years of experience, Republic Bank has the reliability and experience you can bank on!
Santa Barbara Tax Products Group®
Partner with the Santa Barbara Tax Products Group® (sbtpg) for your tax refund transfer needs. Attract and retain more clients today!