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
Already a customer?
Resources for existing customers
Anywhere, anytime access with cloud-based security
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. (California only in 2024. Other states to come in 2025.)
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.
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
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
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
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 a solution consultant
Converting to CCH Axcess Tax
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
A reliable, efficient tax workflow
JamisonMoneyFarmer PC relies on the power and efficiency of CCH Axcess Tax to provide excellent client service from anywhere.
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.
Powerful tax compliance
Goldstein Enright Accountancy provides the highest level of client service with a digital tax workflow that includes CCH Axcess Tax.
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.
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
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
Work Management Platform, bronze winner
CCH Axcess Tax 1040 Return Dashboard
2023 IBA Stevie Awards
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.
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.
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.
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.
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.
Experience tax prep and compliance in the cloud
See CCH Axcess Tax in action and find out what it can do for you!
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.
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.
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.
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.