Flexible packages to support all types of firms

CCH Axcess Tax scales to meet your firms needs now and in the future.


  • Essential software for small firms
  • Packages for growing firms
  • Custom options for large firms

CCH Axcess™ Tax Essentials: Designed and priced for small firms


For firms with four or fewer users, CCH Axcess Essentials* offers comprehensive compliance for core tax workflows.
  • Comprehensive forms and states
    CCH Axcess Essentials includes core federal returns for 1040/1040NR, 1065, 1120, 1120S and 990 returns in up to 5 states. Additional states available at extra charge.
  • Easy setup and self-guided training
    The setup wizard provides for a quick and easy implementation process, and the learning portal offers self-guided training via an extensive video library, saving you time and cost.

Tax Essentials

Tailored to the needs of smaller firms

Tax Complete

All-inclusive solution for one low price
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Tax Pro

Higher volume packages for growing firms
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Tax Solutions

Flexible options for firms of all sizes
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Details

Users

1-9 Users

1-19 Users

1-99+ Users

75-1000 Returns

500-3000 Returns

75-10,000+ Returns

Forms and States

All

All

Varies by package size

Included

Included

Included

Included

Included

Included

Not Included

Included with packages of 1000 returns or more

Included with packages of 1000 returns or more

Consolidated returns

Not Included

Included with packages of 1000 returns or more

Included with packages of 1000 returns or more

Implementation and training

Web-based consulting

Coordinated implementation services

Coordinated implementation services billed separately

Training

E-learning

E-learning

Live training billed separately

Add-ons

CCH ProSystem fx Planning

Included

Additional charge

Additional charge

Enterprise-ready solutions for tax operations


High-volume packages, deep integration capabilities, and powerful APIs support the scale and sophistication of large firms.

  • Flexible packages for high volume firms
    Choose from value-based bundles or build a custom solution with a la carte options to meet the demands of thousands of returns and specialized form types.
  • Integrated tech stack
    Seamlessly connect with other CCH Axcess modules for a unified, end-to-end tax platform.
  • Open API kits for custom integrations
    Use CCH Axcess Tax API Kits to integrate with your firm's existing systems, automate processes, and build custom workflows that fit your unique needs.

Comprehensive tax compliance for every entity

Expert compliance for your core tax and specialty tax return types. 

Add-on solutions enable peak efficiency

These additional tools and utilities can help your firm work smarter.

Seamless integration with other CCH solutions

Seamlessly integrate with CCH ProSystem fx software for a complete digital tax workflow 

Frequently asked questions

From firms like yours


  • Which CCH Axcess Tax packages can I purchase online?

    CCH Axcess Tax Essentials is available for online purchase and is designed specifically for small firms with four or fewer users. Firms with more users and/or more complex compliance needs can choose from value-based bundles or build a custom solution with à la carte options.

  • What add-ons are available to improve efficiency?

    The CCH Axcess API-first strategy has enabled our teams to create a number of productivity utilities that can streamline and automate the movement of data through your entire workflow. Our API-based utilities include the 1040 Passthrough Import Utility, Batch e-File Extensions Utility, Batch Print Set Utility, Bulk Return Creation Utility, and K-1 Import Utility.

  • Does CCH Axcess integrate with on-premise software solutions? 

    CCH Axcess Tax integrates seamlessly with CCH ProSystem fx solutions to create a complete digital tax workflow. For other integrations, the CCH Axcess Open Integration APIs provide nearly limitless integration possibilities.

  • Is there a charge for technical support? 

    Our standard support provides multi-channel help at no additional charge—email, chat, and phone assistance are always available. We offer Premier Customer Service tiers at an additional charge for firms with elevated support needs.

Contact us about integrated tax preparation solutions

Learn more about our intelligent, scalable and fully integrated tax preparation, compliance and workflow solutions and how they can benefit your business.

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