CCH Axcess Platform
CCH Axcess Platform
Working in the cloud with CCH Axcess gives you the freedom to work on your own terms. Work from home without sacrificing productivity, travel or attend conferences without disconnecting, and visit clients with the full capability of your firm from your laptop.
CCH Axcess is the only complete cloud solution, allowing you to transition effortlessly from return preparation, to research, to document exchange and billing. And since it’s all in one system, you don't have to worry about configuring integration points — you have complete visibility into nearly every aspect of your firm, from real-time project updates to larger workflow trends and key performance indicators.
Running your firm presents many challenges, but CCH Axcess is the one solution that gives you the anytime/anywhere flexibility you need.
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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Award-winning cloud software
Automating with a digital tax workflow
The Bonadio Group uses a combination of CCH Axcess and CCH® ProSystem fx® solutions to build end-to-end processes for individual and business tax returns, achieving maximum efficiency and enhanced client experience.
Convenience and flexibility in the cloud
Being in the cloud enables Anders CPAs + Advisors to overcome staffing challenges with a flexible work environment and a shorter learning curve.
Powerful tax compliance for a more efficient firm
Goldstein Enright Accountancy provides the highest level of client service with a digital tax workflow that includes a combination of CCH Axcess Tax and CCH ProSystem fx solutions.
A reliable, efficient tax workflow
JamisonMoneyFarmer PC relies on the power and efficiency of CCH Axcess Tax to provide excellent client service from anywhere.
Migrating to the CCH Axcess platform
Landmark CPAs moved from CCH ProSystem fx Tax to CCH Axcess Tax to take advantage of centralized, cloud-based integration, a common client database, and a seamless experience from anywhere.
A faster, more efficient tax workflow
An end-to-end digital tax workflow helps Randall L. Sansom, CPA save time and focus his firm's expertise on providing the best value for clients.
Streamlined tax workflow
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Powerful and efficient tax preparation
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AI-enabled digital tax workflow
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Solutions for small firms
Comprehensive, reliable tax compliance
With comprehensive forms and calculations as well as innovative technology and integration, CCH Axcess Tax software is the only solution that connects every step of your tax process within
one cloud-based system. From form completion, to billing, to workflow reporting,
everything is smooth and continuous. No relying on limited integration points or switching
between software, just uninterrupted productivity and unmatched automation.
Streamlined workflow driven by advanced technology
With artificial intelligence technologies like computer vision and machine learning, the digital tax workflow reduces data entry and other inefficient manual processes. AI-enabled tax features include automated data ingestion, smart scanning, advanced categorization, grouping patterns and predictive suggestions. A streamlined digital tax workflow helps firms improve efficiency, empower staff, increase client satisfaction, and achieve sustainable growth.
Special packages for smaller firms
The best-in-class software you want. The price you need. The superior support you rely on.
Too many small firms feel stuck with their existing software. You know you’ll outgrow it one day, but limited feature sets are holding you back from ever getting there. Be more than your software’s limitations. Unlock your firm’s potential with our new, affordable CCH Axcess package options for firms who need 15 licenses or less, and enjoy professional support and training at no charge to ensure you make the most of this powerful solution.
Too many small firms feel stuck with their existing software. You know you’ll outgrow it one day, but limited feature sets are holding you back from ever getting there. Be more than your software’s limitations. Unlock your firm’s potential with our new, affordable CCH Axcess package options for firms who need 15 licenses or less, and enjoy professional support and training at no charge to ensure you make the most of this powerful solution.
An integrated audit experience
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Award-winning solutions meet the cloud
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Auditor empowerment
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Quality audits
CCH Axcess™ Engagement
Our award-winning audit solutions have moved to the cloud. Integrated modules support all engagements in your firm on one platform, including preparations, compilations, reviews, and audits. Check out the CCH Axcess Engagement suite. It has patented, cloud-based solutions including audit methodology where all your audit practice aids for planning, risk assessment, review and team collaboration happens.
Put audits back in the hands of auditors
Many audit systems in place today are built on standardized checklists, discouraging critical thinking and and undermining the auditor's expertise. The Wolters Kluwer approach is to empower auditors, facilitating informed decision making, allowing teams to work together more seamlessly, and monitoring each engagement for completeness and compliance.
High-quality audits
The Wolters Kluwer data-driven audit leverages advanced technologies, including AI-enabled data ingestion to match and link source documents to data, and data analytics to inform planning, test against full data sets and spot hidden risks. Procedures performed are linked to the risks identified, making it clear why work is being done. Risks and related procedures are summarized in one place, making it easy for reviewers to see the big picture of what is happening with the client and avoid over- or under-auditing.
Firm management has never been easier
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Manage workflows
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Improve profitability
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Increase efficiency
Manage workflow and maximize productivity
With greater visibility into projects and processes, firms can work more efficiently and create room for growth. CCH Axcess Workflow's browser-based interface offers a modern user experience from almost any computer, and integration with the CCH Axcess platform provides key workflow functionality across multiple areas within a firm. Increase capacity and free up more time to focus on what matters
Improve profitability?
No problem.
No problem.
Spend less time on administrative activities and more time on billable work with streamlined time entry, billing, invoicing, accounts receivable and reporting, including mobile time entry via the mobile app. A flexible billing system suits almost any billing model and allows for a wide range of KPIs for insightful profit reports. Cut through the noise and get down to business.
Digitally organize and manage your documents
Streamline the management of documents including tax returns, client correspondence, employee records and email. With electronic filing and automated retention policy capabilities, your business will reduce costs, improve collaboration and mitigate risk.
Be prepared to work from anywhere with document management in the cloud.
Be prepared to work from anywhere with document management in the cloud.
See CCH Axcess in action
Sign up for a live demo of the CCH Axcess platform.
CCH Axcess — The difference is clear
From advanced analytics, to unmatched outsourcing and client collaboration tools, you won't find comparable add-ons anywhere else.
More impactful client advisory services
Your firm is sitting on a goldmine of client data, but turning that data into actionable insights can take hours and hours of analysis. Predictive intelligence can not only help turn data into insights, but also identify new opportunities to support clients.
High-quality outsourcing
Simplify your tax return processing and relieve some of the pressure of busy season by outsourcing from CCH Axcess to highly-trained tax professionals. Simply change the listed client to "Outsource" and wait for the completed return.
Innovative API integrations
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.
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.
CCH Axcess™ Tax
Tax preparation, compliance, and workflow solutions specifically built for the cloud.
CCH Axcess™ Tax Essentials
Complete and accessible cloud-based tax compliance software designed specifically with the needs of small firms in mind, focused on the end-to-end tax workflow.
CCH Axcess™ Beneficial Ownership
Automate the Beneficial Ownership Information filing process to FinCEN.
CCH Axcess™ Client Collaboration
A secure client collaboration platform for firms and their clients to manage all tax workflows.
CCH Axcess™ Data Axcess
Operate more intelligently with key performance indicators using business intelligence and data visualizations.
CCH Axcess™ Document
Centralized document storage with comprehensive management features, including retention, version control and collaboration.
CCH Axcess™ Engagement Essentials
Maximize efficiencies to prepare balances for business tax returns, with cloud-based trial balance solution integrated with CCH Axcess.
CCH Axcess™ Engagement Pro
Cloud workpaper management and trial balance solution for tax and audit engagements.
CCH Axcess™ Knowledge Coach
A cloud-based solution for all of your planning, risk assessment, review and team collaboration.
CCH Axcess™ Knowledge Coach PCR
Streamline your prep, compilation and review engagements with cloud-based PCR software.
CCH Axcess™ iQ
Predictive intelligence helps gather client insights to grow tax advisory services and fight commoditization.
CCH Axcess™ Portal
A centralized hub for client communication and collaboration, designed for ease of use and remote accessibility.
CCH Axcess™ Practice
Easy to use time and billing with powerful reporting capabilities enabled by CCH Axcess' unique data integration capabilities.
CCH Axcess™ Validate
Fast track your audit bank confirmations, leveraging blockchain technology.
CCH Axcess™ Workflow
Browser-based workflow automation to standardize, optimize and automate your processes.
CCH Axcess™ Workstream
An automated workflow solution with project management and due date tracking features.
Awards and recognition
Innovative Software Product, winner
CCH Axcess Tax
2024 BIG Innovation Awards
Achievement in Existing Product, silver winner
10 years driving innovation and transformation in the accounting industry
2023 Globee Business Awards
Digital Transformation, gold winner
CCH Axcess Tax 1040 Return Dashboard
2023 Globee Business Awards
Governance, Risk & Compliance Solution, gold winner
CCH Axcess Engagement suite
2023 Globee Business Awards
Compliance Solution, bronze winner
CCH Axcess Engagement suite
2023 ABA Stevie Awards
Work Management Platform, bronze winner
CCH Axcess Tax 1040 Return Dashboard
2023 IBA Stevie Awards
Auditing Innovation, bronze winner
CCH Axcess Engagement suite
2023- Golden Bridge Awards
Artificial Intelligence Excellence, winner
CCH Axcess Engagement suite
BIG Artificial Intelligence Excellence Award - 2023
Technology Innovation, gold winner
CCH Axcess Engagement suite
2023 Merit Awards
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.