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Analyze
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Answer
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Advance
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Assure
Analyze complex tax documents with confidence
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See what matters, fasterUse CCH Axcess Intelligence to work directly with client and engagement documents across tax, accounting and audit. The AI workspace helps professionals summarize complex information, identify key facts, compare documents, investigate differences and flag areas that require follow-up or professional attention.
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Get to what needs professional judgement fasterReduce time spent manually extracting information, moving between documents and rebuilding context. By bringing relevant documents and authoritative CCH expertise into the same AI workspace, Intelligence helps reviewers focus attention on differences, open questions and areas where professional judgment matters most.
Built-in AI. Real-world impact.
Learn how purpose-built AI capabilities are transforming tax and accounting workflows with smarter automation, actionable insights, and expert-in-the-loop governance.
Get answers grounded in authoritative CCH content
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Ask tax questions, get verified guidanceResearch complex tax, accounting and audit questions using authoritative CCH content. CCH-grounded responses include citations so professionals can see what informed the answer, verify supporting authority and go deeper into the underlying content when needed.
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Move forward with clarity, not guessworkBring authoritative guidance together with the client facts, documents and firm knowledge relevant to the work. Professionals can evaluate answers in context, trace CCH-grounded responses to their sources and move forward without repeatedly searching across disconnected systems.
Built-in AI. Real-world impact.
Learn how purpose-built AI capabilities are transforming tax and accounting workflows with smarter automation, actionable insights, and expert-in-the-loop governance.
Move from understanding to reviewable work
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Develop work with the right context in placeGo beyond researching a question to analyze information, work through an issue and develop reviewable drafts. With authoritative CCH expertise, client information, documents and firm knowledge together in the AI workspace, professionals can create technical memos, client explanations and other work with more of the relevant context already in place.
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Keep context together as work moves forwardUse Projects to keep client files, reference material, firm instructions and engagement context together as work develops. Shared context helps another professional understand what informed the work, continue where the team left off and prepare it for professional review.
Built-in AI. Real-world impact.
Learn how purpose-built AI capabilities are transforming tax and accounting workflows with smarter automation, actionable insights, and expert-in-the-loop governance.
Use authoritative AI with professional guardrails
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Understand what informed the workCCH Axcess Intelligence combines enterprise safeguards with authoritative CCH expertise and sources professionals can verify. Teams can understand what informed CCH-grounded work, review the supporting authority and apply professional judgment before the work moves forward.
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Keep professionals in controlAI can help professionals research, analyze, compare and develop work, while professionals remain responsible for reviewing the output, verifying supporting authority, applying judgment and making final decisions. Firm security, permissions and governance help keep sensitive client information and AI-assisted work within the firm’s control.
Built-in AI. Real-world impact.
Learn how purpose-built AI capabilities are transforming tax and accounting workflows with smarter automation, actionable insights, and expert-in-the-loop governance.
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What types of documents can CCH Axcess Intelligence help professions analyze?CCH Axcess Intelligence helps tax, accounting and audit professionals work with complex client and engagement documents, including documents such as K-1s, brokerage statements and IRS notices. Professionals can summarize information, identify key facts, compare documents, investigate differences and flag areas for follow-up or professional review.
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How can professionals verify information provided by CCH Axcess Intelligence?CCH-grounded responses include citations so professionals can see the authoritative sources behind the work and access the underlying CCH content when needed. Professionals remain responsible for reviewing the response, verifying supporting authority, applying professional judgment and making final decisions.
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How does CCH Axcess Intelligence help professionals move from answers to reviewable work?CCH Axcess Intelligence brings authoritative CCH expertise together with client information, documents and firm knowledge in one AI workspace. Professionals can research questions, analyze and compare documents, work through issues, and develop first drafts of technical memos, client explanations, and other work for professional review.
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How does CCH Axcess Intelligence ensure secure and responsible use of AI?CCH Axcess Intelligence combines enterprise security and governance with authoritative CCH expertise and verifiable sources. Permissions and firm controls help protect sensitive client information, while professionals review AI-assisted work, verify supporting authority and remain responsible for final decisions.
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How quickly can my team get started with CCH Axcess Intelligence?Teams can get up and running very quickly, often just a few days. CCH Axcess Intelligence is built directly into the CCH Axcess environment and features an intuitive, conversational interface that requires little to no training. Most users are able to start using it immediately and see value from day one.
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What types of work can professionals complete in CCH Axcess Intelligence?Professionals can research complex tax, accounting and audit questions, analyze and compare documents, review returns, investigate differences, work through specialized issues and develop technical drafts or client communications. Intelligence helps bring the relevant CCH expertise, client information and firm context together, while professionals apply judgment and remain responsible for the outcome.
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What authoritative CCH content is available through CCH Axcess Intelligence?CCH Axcess Intelligence draws on CCH AnswerConnect content across U.S. tax, accounting, audit and assurance, specialized tax and international tax. CCH-grounded responses include citations that show the sources behind the work. Access to full cited sources depends on your firm’s subscriptions.
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How do Projects help teams keep work in context?Projects help professionals keep client files, reference material and instructions together around a client, engagement or workflow. Shared Projects allow another team member to access the relevant context and continue the work without starting over.
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How does CCH Axcess Intelligence support audit professionals?Audit professionals can use CCH Axcess Intelligence to work with client and engagement documents alongside authoritative CCH audit and assurance content. The AI workspace can help professionals summarize information, research applicable guidance, investigate issues and develop work for professional review with supporting sources they can verify.
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