Create Additional Engagements and Revenue Opportunities Within Your Existing Client Base

CCH Axcess iQ Video Overview
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As firms seek to shift focus away from entering data, they need tools to help leverage that data better. The shift from commoditized compliance services to more valuable advisory services reflects the disruptive changes taking place right now in the accounting profession. CCH Axcess iQ addresses many of these critical business issues.

  • Overcome Commoditization with Tax Advisory Services - CCH Axcess iQ helps firms overcome commoditization by more proactively suggesting new services to their clients.
  • Efficiently Deliver Actionable Tax News & Information - With CCH Axcess iQ, firms can more easily find which clients were affected by legislative changes and leverage them for additional revenue.
  • Identify Impacted Clients to Ensure Compliance with Tax Legislation Changes - Save critical time during busy season by identifying areas of the return that may need special attention. 
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Project pools

Automatically Gather Relevant Client Insights

CCH Axcess iQ combines the expertise of Wolters Kluwer Tax and Accounting research expertise and software innovation. When new tax legislation triggers a “tax event,” the system searches a customer’s CCH Axcess™ Tax data for clients who might be impacted by that event.
Automatically updated tax deadlines

Client Database Provides Insights to Fuel Proactive Advice

Trigger events appear on the CCH Axcess Dashboard. You can click on the event to see a list of clients that might be affected. The system also includes a client letter that explains the change. Links to CCH® AnswerConnect give you access to even more information and tools.
Flexible project templates

Create Opportunities for Additional Engagement

With this information at hand, firms can reach out to clients to explain the changes. You can send the letter that CCH Axcess iQ generates, or you could invite the client to engage in a more in-depth discussion about the change and how it affects their needs.
Leverage Your Data for Sustainable Competitive Advantage
Find out how predictive intelligence can help your firm be more efficient and proactive.
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Heymann Suissa and Stone Case Study
Heymann, Suissa & Stone Keeps Clients Informed Using CCH Axcess iQ
“Reactive is the way you lose clients. Proactive is the way you keep them. I absolutely hate when a client sends me a link to a news blurb that I should have told them about. That’s not the way I like to run a business.... I tend to be forward-thinking and the CCH Axcess iQ system is great because you can see who’s impacted very easily."
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Kutchins, Robbins and Diamond Case Study
Kutchins, Robbins & Diamond, Ltd. Provides More Personalized Service with CCH Axcess iQ

"One of the primary reasons that we looked at CCH Axcess iQ is to get more personalized touches with our clients. You're always working on servicing and identifying issues for your best clients... CCH Axcess iQ allows us to increase the level of service we offer the next tier without necessarily increasing fees."

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Award-Winning Predictive Intelligence

  • 2019 CPA Practice Advisor Tax & Accounting Technology INnovation Award
  • 2019 Golden Bridge Award Silver Award


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Additional Resources

Dive Deeper with CCH AnswerConnect

With CCH AnswerConnect, you can access primary source, analysis and CCH® SmartCharts directly from CCH Axcess iQ. While you don’t need a CCH AnswerConnect subscription to access the event summary and timeline, CCH AnswerConnect customers can click links to dive deeper into the research content.

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Focus on firm operations eNewsletter

Get expert insights delivered directly to your inbox. Our monthly eNewsletter is designed for  Managing Partners, Firm Operations and Firm Administration professionals. Receive eBooks, white papers and webinars loaded with best practices to help your firm succeed.
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The evolving accountant eBook series

The role of the accountant is changing. It’s clear that the firms that embrace these changes are positioned for the fastest growth. In contrast, firms that battle to maintain the status quo will struggle to stay relevant. The Evolving Accountant eBook series will help you plan and adapt.
Prepare to Adapt

Discover CCH Axcess™  solutions

As the accounting profession’s first modular, cloud-based tax preparation and compliance, workflow management and audit solution, CCH Axcess delivers a powerful set of innovative features designed to make the tax and accounting industry more efficient and profitable.

Learn More

Take Action and Add Value with Predictive Intelligence

Contact us to learn about CCH Axcess iQ.

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