CCH Axcess Knowledge Coach migration progress
Firms can continue to modernize to the cloud without changing their audit methodology.
- Knowledge Coach title migrations continue to expand, with most major industries available now, including Commercial, Government, Not‑for‑Profit, Financial Institutions, Healthcare, Employee Benefit Plans, Construction, and Real Estate PCR.
- Single Audits are coming later this summer.
- Migration remains a low‑friction path to CCH Axcess™ Engagement, helping firms protect prior investments while preparing for future innovation.
CCH Axcess Knowledge Coach migration updates
Easily transition to CCH Axcess Knowledge Coach! Thirteen titles are ready for
migration, with six more coming soon. Download the latest migration tool and
migrate during Pfx Engagement binder creation.
New Audit APIs
Automate engagement setup, workpaper management, and trial balance integration
to reduce manual effort and streamline workflows.
Engagement APIs
Create and manage engagements with consistent properties for greater
efficiency.
Workpaper Management APIs
Add/remove workpapers across multiple engagements and integrate with your
systems for folder structure, files, and sign-off status.
CCH Axcess Engagement Analytics is now available in CCH Axcess Engagement
CCH Axcess Engagement Analytics delivers automated, AI-enabled testing and dynamic data visualizations to support audit workflows. It enables real-time access to financial data, ensuring accuracy and relevance throughout engagements. Key features include general ledger anomaly detection, journal entry testing, and ratio analysis to enhance audit quality and efficiency.
Firms can now leverage data-driven insights to conduct high-quality audits with an automated, integrated audit workflow.
Migrate fund engagements from CCH ProSystem fx Engagement to CCH Axcess Engagement
Fund migration is now available in addition to other engagement types, allowing firms to transfer their Fund engagements from CCH ProSystem fx Engagement to CCH Axcess Engagement.
As a reminder, to migrate firms need to purchase implementation consulting services, which include access to the migration tool and training on how to use it. After training, the migration process becomes self-service, enabling firms to complete it at their convenience. Learn more here.
Knowledge Coach automatic user release
Active users can now be released within Knowledge Coach. For example, if a user has a Word-based Knowledge Coach file open and is marked as the active user, simply closing the file will release it. This allows other users to open and edit the file without needing manual intervention.
Don't miss these updates from earlier in the year:
New audit tools for public sector clients
CCH Axcess Audit Government Workflows introduces advanced tools tailored for firms with public sector clients. This comprehensive set of audit tools automates workflows, consolidates data, and provides real-time access to financial information. By leveraging these tools, firms can enhance service quality, reduce errors, and improve financial management.
The CCH Axcess™ Knowledge Coach Single Audit Title provides detailed guidance for auditing entities receiving federal funds, ensuring thoroughness and compliance with standards. One of the key features added to CCH Axcess™ Engagement is Fund Trial Balances, which consolidates multiple trial balances into government-wide statements, ensuring accurate reporting and compliance. Additionally, Consolidations automate the consolidation of financial data across various funds, reducing manual effort and errors.
With the addition of government audit workflows, CCH Axcess Audit now provides a complete set of accounting and audit tools for every type of engagement, including prep, comp, review, audits, consolidated/multi-tier audits, business tax return preparation, and government audit engagements.
