Training new staff or refreshing skills before busy season is critical, but it can be time-consuming, especially when it involves manually recreating returns. The Bulk Return Creation Utility eliminates that burden by automating the process of duplicating returns, so your team can focus on learning, not logistics.
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Quicker and easier training scenarios
How it works
The CCH Axcess™ Bulk Return Creation Utility is a lightweight, API-based tool that allows firms to generate multiple identical copies of a tax return. Designed to support onboarding and seasonal training, this utility helps firms create realistic, hands-on training environments quickly and efficiently.
- Install the utility using a standard setup wizard.
- Log in securely using your firm’s preferred authentication method (SSO or OAuth).
- Configure your return settings in a simple user interface.
- Run the utility to generate your training returns in bulk.
Leverage open integration for maximum efficiency
Custom application development
The CCH Axcess open platform strategy gives firms more opportunities to leverage the valuable data within their system. Our Professional and Client Services team offers custom application development to firms looking for assistance in developing API-based applications to be more productive. Each request is customized to your specifications.
We no longer require annual licensing of the API Tool Kits for firms that do not develop their own solutions in-house, which makes our solutions more affordable than before.