When it comes to your firm’s future, don’t compromise

The best-in-class software you need. Support you can rely on. A price you can afford.

As a smaller professional tax and accounting firm, you may feel like you need to choose between price and performance. Don’t settle for just one. Whether you're looking to accelerate your growth in the cloud or stay grounded with powerful on-premise software, you'll find packages and options that provide industry-leading features at a budget-friendly and accessible price. Plus, professional training and support are included to ensure you are primed for years of success. 

Flexible tax and accounting software options for smaller firms

CCH Axcess™
Tax ​Essentials

1-5 (up to 9) user licenses

 

Accessible cloud-based tax software configured with the specific feature and content needs of smaller firms in mind.

Packages are designed around forms, schedules and features 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

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CCH Axcess™
​Engagement ​Essentials

1-4 user licenses

 

Simplify business tax preparation with a modern cloud-based trial balance solution.


Built for small tax and accounting firms, import, adjust, and seamlessly send tax balances to any CCH® Tax solution.


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Package includes: 

- CCH Axcess™ Engagement

- Direct upload of trial balances from QuickBooks Online and Xero

- Seamless integration with tax workflows and any CCH Tax solution

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CCH® AnswerConnect
Essentials

Flexible licensing options

 

The CCH AnswerConnect Essentials package is ideal for firms to cover basic federal content needs.


You will have access to the CCH U.S. Master Tax Guide, some key federal topics, primary source material, as well as federal and state tax news.

 

Package includes: 

- CCH U.S. Master Tax Guide®

- Federal Basic Topic Pages

- Basic 360° view

- Basic calculators

- Client Letter Toolkit

 

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ATX™
Tax Preparation Software

Flexible licensing options

 

 For value-conscious firms, ATX tax software offers easy navigation and a complete e-filing toolkit.


With an easy-to-use, forms-based interface and supported by the industry's largest library, ATX is ideal for firms looking for reliability and comprehensiveness.

  

Packages can include: 

- On-premise software

- Unlimited e-Filing

- Payroll Compliance Reporting

- CCH AnswerConnect included

 

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Looking for more options?

Contact a representative for more CCH Axcess and CCH® ProSystem fx® package options, including additional user licenses and features.

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Future Ready Accountant Report
Explore the trends and technologies reshaping the tax and accounting industry in our latest survey report. Learn how to navigate the road ahead with in-depth analysis of the tools and strategies top firms are leveraging, with insights from top industry luminaries.
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Reach your firm's goals with a complete small business tax software solution.

Open new doors to potential profit
For a smaller firm, time is money. CCH tax preparation software offers unmatched efficiency and prioritizes automating non-billable tasks to maximize your profit-making potential. Turn tax return prep work into year-round client engagements and avoid the race to the lowest price for tax prep work.
Conquer complex returns
Capable of handling even the most complex returns, CCH tax software's core tax prep system is powerful, versatile, and accurate, with thousands of automated forms and schedules for federal, state, county and city entities. Intelligent diagnostics, practical review tools and other advanced features help firms manage complexity and adapt to change.
Build a tech stack tailored to your firm
Whether you're looking to ease capacity challenges by increasing efficiency or grow your firm by adding new services, you can configure a system to help meet your goals with integrated CCH software solutions. Our on-premise and cloud solutions work together to make your workflows seamless so you can focus on what you do best.
CCH AnswerConnect SmartCharts on Laptop
Tax research library for accounting firms

The CCH AnswerConnect Small Firms package is ideal for firms with less than four professionals covering basic Federal content needs. You’ll have access to the CCH US Master Tax Guide, some key Federal topics, primary source material, and Federal and State tax news.

With CCH AnswerConnect, you get the industry’s most powerful web-based technology, combined with comprehensive and authoritative tax research content.

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Already a customer?

Resources for existing customers
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The industry's top firms trust CCH tax preparation software

Accounting Today's Top 25 Fastest Growing Firms

20 of 25 use CCH Axcess Tax

Accounting Today's Top 25 Fastest Growing Firms

Accounting Today's Top 100 Firms

94 of the Top 100 use CCH Axcess

Accounting Today's Top 100 Firms
We’re able to provide better service to our clients because we have more technology and better technology than a lot of the firms we compete with. Very few firms of our size that service our type of clients have a suite as comprehensive as we do, and I think that allows us to provide our clients with a better product.
Todd Raymond, CPA | Henry, Raymond & Thompson, LLC
CCH Axcess is hands down the best product on the market from a technical perspective. It puts everything in the right place in regards to how you actually fill out a tax form. Because of its technical superiority, the software can handle harder tax returns… I would recommend CCH Axcess to colleagues.
Jonalyn Sullivan, CPA, MST | Sullivan & Gannon, LLC
I’d retire first before going back to the old way we used to manage the practice… CCH Axcess saves us time to the tune of around two hours a day, which means we can either serve more clients, provide additional attention to detail, or head home at a reasonable hour.​
Bill Gaines, CPA | Gaines & Company, Inc.

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When your firm is focused on building momentum and differentiating itself in a cluttered and competitive space, it’s easy to get so distracted by everyday tasks that you neglect planning for the future. Regardless of whether your firm model is highly transactional, high-touch, or a balance of both, learn how to differentiate your small firm with the right tech stack.

Download the White Paper
How tax preparation in the cloud helps firms adapt in the new normal
As firms and their clients move forward in digital transformation, accounting professionals will demand more flexibility in where and when they work.  Find out how three different firms were able to support remote work, improve collaboration and increase value to clients with CCH Axcess solutions.
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Download the eBook
Technology for the lifecycle of a growing firm
Written by Arianna Campbell of Boomer Consulting, this white paper offers a 7‑step guide to choosing technology, and it even includes a “project hopper” template firms can use to help evaluate and prioritize their technology needs.
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Find the right tax preparation software package for you

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Contact a solutions consultant to learn more about best tax and accounting software for small business firms today​

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