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Faster, more accurate data ingestion starts here

 K‑1 processing is one of the most complex and time-consuming parts of tax preparation, often requiring hours of manual entry, reconciliation, and review. 

CCH Axcess™ Scan, powered by Expert AI, orchestrates a network of specialized agents that classify, extract, validate, and map complex tax data—turning even the most challenging K‑1 packages into return-ready results with minimal human effort.

The result: faster turnaround, fewer errors, and more control before the return. 

  • Take control of document intake

  • Extract and validate with Expert AI

  • Centralize K-1 complexity

  • Prepare data before it reaches the return

Eliminate intake bottlenecks and get work moving faster from the start

  • Bottleneck: Manual K-1 intake and preparation delays slow work before it starts

    Manual intake, sorting, and prep work slow down processing before it even begins, creating bottlenecks and wasting valuable staff time. 

  • Automated K-1 ingestion and classification speeds work kickoff
    Automates document ingestion across multiple sources and intelligently classifies tax source documents, including K-1s, so work starts faster with less manual intervention.  
  • Faster intake with less admin work from day one
    Accelerate intake, reduce administrative burden, and free up staff to focus on higher-value tasks from day one of the workflow. 

Reduce manual entry and speed review with intelligent data extraction

  • Bottleneck: Manual entry and basic OCR miss data in complex K-1s
    Traditional OCR and manual entry struggle with complex K-1 formats, especially supplemental statements and multi-tier partnerships, leading to incomplete data, rework, and review delays.  
  • Expert AI extracts complex K-1 data and flags only exceptions
    Uses Expert AI to accurately extract data across complex K-1 formats and surfaces only exceptions for review, so teams focus attention where it’s actually needed.  
  • Higher accuracy and faster reviews with less manual effort
    Improve data accuracy, reduce manual entry, and significantly speed up review cycles, without sacrificing control.  
Screenshot of CCH Axcess Scan reviewing K-1 validation

Bring all K-1 data into one place for complete visibility and control

  • Bottleneck: Disconnected K-1 data across spreadsheets and systems limits visibility
    K-1 data often lives across spreadsheets, emails, and disconnected systems, making it difficult to track changes, reconcile inconsistencies, and maintain audit-ready transparency.  
  • Centralized K-1 data management with built-in reconciliation and control
    Brings K-1 data into K-1 Manager to organize, reconcile, reclassify, and validate it, with full visibility and reviewer control. 
  • Full visibility and stronger quality control across every return
    Gain end-to-end visibility, strengthen quality control, and streamline collaboration across teams, reducing risk and improving confidence in every return.
CCH Axcess Scan, K-1 automation and document ingestion

Catch errors earlier and reduce costly downstream rework

  • Bottleneck: Late-stage error detection creates rework and delays
    Errors discovered during or after tax return preparation trigger time-consuming corrections, rework, and missed deadlines, especially when validation happens too late.  
  • Upstream validation ensures K-1 data is complete before prep
    Applies validation and review controls upstream, ensuring K-1 data is complete and accurate before it flows into the tax return.  
  • Less rework and faster, more accurate return preparation
    Minimize rework, accelerate return preparation, and deliver more accurate filings, while reducing deadline pressure during busy season. 
CCH Axcess Scan screenshot of K1 Manager reviewing file
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Drive measurable time savings and control

Deliver faster K‑1 preparation with less manual effort and greater accuracy. Gain the control and scalability needed to perform at your best during peak season with CCH Axcess Scan.

Accelerate K-1 preparation

Process K-1 data faster with automated extraction that delivers on average 97.5% overall accuracy, reducing manual entry time and saving hours per return. 

Improve accuracy and reduce rework

Combine AI extraction with human-in-the-loop validation to catch issues early and minimize downstream corrections. 

K-1 complexity

Automate even complex K-1s, including supplemental schedules, while giving reviewers full visibility and control over outputs. 

Scale without adding headcount

Increase throughout during peak season by automating document intake and extraction, allowing your team to handle more volume without increasing staff.  
Tools & Features

From source document to review-ready data

CCH Axcess Scan transforms tax source documents, including fragmented K‑1 documents into structured data, automatically extracted and validated with human review built in.
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Additional Resources

Register for a Demonstration
Download the Fact Sheet
Request a Quote
Download the eBook
Download the eBook

Frequently asked questions

From firms like yours

  • How is CCH Axcess Scan different from other scanning tools?
    Unlike standalone solutions, CCH Axcess Scan is built natively into the CCH Axcess platform, enabling firms to validate and control data before it reaches the return, eliminating disconnected workflows. 
  • What types of documents are supported?
    CCH Axcess Scan supports federal and state K-1s, W-2s, 1099s, brokerage statements, and many other simple and complex tax documents. 
  • How does it improve accuracy?
    CCH Axcess Scan powered by Expert AI extracts and validates data with built-in error detection, helping identify issues early and reduce downstream corrections. By being built natively on the CCH Axcess platform, all data pushed from Axcess Scan seamlessly migrates into CCH Axcess Tax with no risk to accuracy.
  • What is K-1 Manager?
    CCH Axcess K-1 Manager is a centralized tool within CCH Axcess Tax designed to streamline the import, tracking, and mapping of Schedule K-1 data from passthrough entities (1065, 1120S, and 1041) into individual 1040 client returns.

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