Improve tax compliance and firm scalability with integrated tax preparation software

CCH Axcess Tax is the cloud-based tax solution built to help firms of all sizes improve accuracy, efficiency, and scalability. With comprehensive form coverage, intelligent diagnostics, and seamless integration across the CCH Axcess platform, it empowers tax professionals to work smarter, not harder. Whether you're preparing returns, managing workflows, or advising clients, every step is designed to reduce friction and increase confidence.

CCH AnswerConnect AI-Enabled Search

As the profession continues to transform, firms can no longer afford to wait around for their software providers to catch up. Other providers remain two steps behind, but CCH Axcess™ is ready to meet the challenge. CCH Axcess Tax offers a combination of reliability and innovation, so your firm can take advantage of the following: 

  • Comprehensive forms and calculations
  • Innovative technology and integration
  • Flexible for any size firm
Fact Sheet 2
Download the Fact Sheet
#buynow
Package Options

Already a customer?

Resources for existing customers
Contact Support
Contact Support
Training
Product Training
Renew
Renew Tax Software
My Account
My Account

Comprehensive forms and calculations

Recognized by customers as one of the most accurate and comprehensive systems available, CCH Axcess Tax offers thousands of automatically calculating forms and schedules for federal, state, county, and city entities. 
Forms and States Supported

Flexible for any size firm 

Whether you’re starting your own firm, taking an existing firm to new heights, or preparing for M&A, CCH Axcess Tax is comprehensive enough to grow with your firm, while offering affordable pricing for even the smallest firms.
View Small Firm Packages

AI-enabled digital tax workflow

Leveraging AI-based technologies like computer vision and machine learning in a digital tax workflow reduces data entry and other inefficient manual processes. 
Make Your Workflow Faster

Anywhere, anytime access with cloud-based security

Colleagues in a meeting

Customizable Return Manager

The enhanced Return Manager allows you to customize the information displayed based on what you need to see, and quick filters allow you to arrange tax returns in the desired order. 

  • Access 7 years of returns in one central location.
  • Save time by taking action directly from the Return Manager grid.
  • Tailor the interface to your needs by setting up custom views and toolbar.

K-1 Automation

CCH Axcess Tax K-1 automation provides firms with a more streamlined tax workflow for complex returns with multiple K-1s so firms can overcome capacity challenges and growth constraints.

  • Streamline complex returns with a centralized K-1 Manager screen.
  • Map activities from the K-1 to the 1040 Schedule E, and roll over the mapping to next year.
  • Minimize pre-work by reclassing K-1 data at the time of import.
  • Map state K-1 data to see state and federal K-1 data side by side. State K-1 mapping supports 31 states for import.
Professional working
CCH Axcess

1040 Return Dashboard 

Surface key insights from client 1040 returns. With actionable intelligence on the dashboard, accountants can generate new opportunities and revenue while serving clients more effectively. 

  • Resolve problems faster with key dates, statuses and information in one dashboard.
  • Identify areas that are more likely to require special attention.
  • Monitor return progress in real time to provide more responsive client service.

AI-enabled search bar

The CCH AnswerConnect AI-enabled search bar provides trusted information with less disruption. The quick responses to research questions are relevant, easy to understand, current and accurate. 

  • Find quick and easy-to-understand answers based on trusted Wolters Kluwer content.
  • Explore additional context and research paths with related questions and links to sources.
  • Access editorially curated answers to common questions, validated by Wolters Kluwer’s in-house experts.
CCH Axcess

Flexible CCH Axcess Tax package options for firms of all sizes

CCH Axcess Tax
Essentials

1-4 user licenses

 

Accessible cloud-based tax software configured with the specific feature and content needs of smaller accounting firms in mind. The various available packages are designed around what you use and need most, with forms and schedules that simply make sense, with the power of CCH Axcess Tax in your office.

Packages include: 

- CCH Axcess™ Tax
- CCH Axcess™ Planning
- Turnkey Setup
- Free e-Learning resources
- Additional modules available

Learn More

CCH Axcess Tax Pro Package

1-19 user licenses

The essentials for maximizing tax prep efficiency. Combine the award-winning CCH Axcess Tax and the auto-populating features of CCH® ProSystem fx® Scan and Autoflow to free up time for more valuable work. (Offer valid for new customers only)

Limited-time offer includes: 

- CCH Axcess Tax
- CCH ProSystem fx Scan with Autoflow
- Professional onboarding included
- Conversion, migration, and training included
- Additional modules available

Contact for Pricing

CCH Axcess Tax Complete Package

1-9 user licenses


An all-inclusive solution that includes all states and forms, implementation, training and support for one low price. Choose a solution that is accurate and complete, without exceptions. (Offer valid for new customers only)

Package includes:

- All states
- CCH Axcess™ Planning 
- Implementation consulting
- Set-up and introductory training

Contact for Pricing

CCH Axcess Tax
 

Flexible licensing options


An all-inclusive solution that includes all states and forms, implementation, training and support for one low price. Choose a solution that is accurate and complete, without exceptions. (Offer valid for new customers only)

Package includes:

- All states
- CCH Axcess™ Planning 
- Implementation consulting
- Set-up and introductory training

Contact for Options

Converting to CCH Axcess Tax

Learn more
Taking on a significant technology transition can feel daunting, and we know switching tax software can be a hassle. But we have a team of experts to make the process as painless as possible. Our implementation teams have helped thousands of firms switch to CCH Axcess Tax through meticulous planning, seamless data conversion, and comprehensive training.

Step-by-step implementation

The implementation process for CCH Axcess™ Tax is designed to be as seamless and efficient as possible. Each phase of the implementation is meticulously planned and executed to ensure that the firm is fully prepared to leverage the new software, with experienced consultants providing guidance on technical considerations, system requirements, and data validation.

Seamless data conversion

Data conversion is a critical component of the implementation process, allowing firms to import existing data into the new system. The CCH Axcess™ Tax conversion process is self-service and can be done through an easy-to-use online interface. For enhanced conversion needs, the Xpitax team offers premium services to ensure accurate and efficient data conversion with minimal effort from the firm’s team.

Comprehensive training

Proper training is essential to maximize the benefits of the new software. Wolters Kluwer offers flexible training options tailored to the specific needs of each firm. Training delivery methods include one-on-one on-site training, one-on-one web training, webinars, and eLearning opportunities. These options provide firms with the flexibility to choose the most suitable method for their needs and budget.

CCH Axcess success stories

Real stories from real firms, just like yours

Rachel Taylor discusses how CCH Axcess helps JamisonMoneyFarmer provide efficient tax services
A reliable, efficient tax workflow 
JamisonMoneyFarmer PC relies on the power and efficiency of CCH Axcess Tax to provide excellent client service from anywhere. 
CCH Axcess Tax Return Dashboard Video Tour
The CCH Axcess Tax Return Dashboard
New! The CCH Axcess Tax Return Dashboard provides CCH Axcess Tax users with more efficiency, less hassle, and the ability to provide even more responsive client service. 
Robert Goldstein discusses how CCH Axcess makes Goldstein Enright a more efficient firm
Powerful tax compliance
Goldstein Enright Accountancy provides the highest level of client service with a digital tax workflow that includes CCH Axcess Tax.
Debra Zarzycki discusses The Bonadio Group's digital tax workflow.
Automating the digital tax workflow
The Bonadio Group uses CCH Axcess Tax for individual and business tax returns, achieving maximum efficiency and an enhanced client experience.
Screenshot of the CCH Axcess Return Manager. The heading says "Enhanced interface and features make firms more efficient"
Migrate to CCH Axcess Tax from CCH ProSystem fx Tax
CCH Axcess Tax offers the same accuracy and comprehensiveness that firms have come to expect from CCH ProSystem fx Tax, with added integration capabilities and less IT maintenance. 

Awards and recognition

BIG Innovation Award 2024

Innovative Software Product, winner

CCH Axcess Tax

2023 Silver Globee Business Awards logo
Achievement in Existing Product
10 years driving innovation in the accounting industry
2023 Gold Globee Business Awards logo
Digital Transformation
CCH Axcess Tax 1040 Return Dashboard
International Business Awards 2023 Stevie Winner Bronze
Work Management Platform
CCH Axcess Tax 1040 Return Dashboard

Recommended CPA firm resources

Check out these white papers and eBooks to discover how you too can benefit from a digital tax workflow.

What's new with CCH Axcess Tax?

We are excited to introduce a series of new features and enhancements to CCH Axcess Tax, designed to streamline your tax preparation process and enhance your workflow. These updates reflect our commitment to continuous innovation and providing you with the best tools to overcome challenges, enhance client service, and improve profitability. 
 
By integrating advanced features and leveraging cutting-edge technology, we aim to support your firm in delivering exceptional service to your clients.
Continue Reading

How tax & accounting firms supercharge efficiency with a digital workflow

With an integrated, digital tax workflow, firms can automate much of the data collection and input tasks that take up so much time. 
Download the eBook

eBook: 10 must-have tax software features

To deal with faster change and overcome resource challenges, tax and accounting firms need technology that automates the tax workflow, saves time, and creates a better client experience. To leverage the greatest value from tax software, it’s essential to consider the needs of your firm, preparers, and clients. 
Download the eBook

Innovative technology and integration

Our product teams work closely with customers to deliver features that increase efficiency, reduce errors and improve client experience. Open integration APIs enable firms to create time-saving integrations that leverage CCH Axcess data.
Learn About Open Integration

3 steps to achieve a successful software implementation

Taking on a significant technology transition can feel daunting, and switching tax software can be a hassle. But the team of experts at Wolters Kluwer makes the process as painless as possible by focusing on three essential steps to a successful launch.
Download the eBook

Experience tax prep and compliance in the cloud

See CCH Axcess Tax in action and find out what it can do for you!
Register for a Demonstration!

Additional resources

Tax resource center

Every tax season presents its own unique challenges, and this year is no different. Rest easy — Wolters Kluwer is here to help you get through tax season and beyond with these tools and resources. Check back often for the latest federal and state tax news articles, resource kits, best practices and more.
See What's New

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

CCH® AnswerConnect

CCH AnswerConnect is a research platform backed by over 100 years of expertise and uniquely designed to deliver comprehensive, technical information in an easy-to-use format. With unprecedented access to the industry's best content, you will greatly reduce your research time and improve the accuracy of your work. 
Explore CCH AnswerConnect

CCH Axcess Marketplace

The CCH Axcess Marketplace is an online resource center that makes it easy for firms to find software integrations that leverage the data in their systems. These integrations enable firms to automate many of the most time-consuming tasks in their tax, audit and firm management workflows. 
Find Integrations


Request a quote for integrated tax preparation solutions

 

Learn more about our intelligent, scalable and fully integrated tax preparation, compliance and workflow solutions and how they can benefit your business.

Back To Top