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CCH Axcess™ Integration Utilities

CCH Axcess Tax has an API-first strategy when it comes to helping you automate your tax workflows. In addition to offering APIs for firms to build custom integrations and a Marketplace for off-the-shelf third-party automations, CCH Axcess offers a number of productivity utilities that can streamline and automate the movement of data through your entire workflow. Contact your Solutions Consultant to learn more about how to get started with these powerful productivity boosters.  

1040 Passthrough Import Utility
The 1040 Passthrough Import Utility uses the Tax Transfer APIs to move data into and out of Microsoft® Excel®. You can export Fiduciary, Partnership, and S Corporation passthrough information from a 1040 return to a Microsoft® Excel® file, and use the resulting Spreadsheet as a template that can then be imported in a rolled forward return.
1040 Passthrough Import
Batch E-File Extension Utility
Using the Advanced Tax API Kit, the Batch e-File Extensions Utility uploads extensions in batches. Since no dollar amounts are uploaded, this utility is only for returns that do not have a balance due. The utility can upload 1040 federal and state returns, and it can print at the same time. You can even schedule the batch to run unassisted during off-hours so you can get more work done during the day.
Batch E-File Extension
Batch Print Set Utility
Print sets enable you to customize exactly what prints with a return, including the order of printing. The Batch Print Set Utility uses the Advanced Print APIs in CCH Axcess to print up to 10 print jobs at a time, with multiple print sets per return, across multiple returns, for up to 50 returns per job. With endlessly configurable print sets, firms save time on printing and collating returns and produce more client-friendly deliverables.
Batch Print Set Utility
Data Axcess Utility
The Data Axcess Utility (DAU) uses the Data Axcess APIs to extract client, project and billing data from CCH Axcess into a local or cloud SQL database. From there, firms can query the data using the business intelligence tools of their choice, such as Microsoft Power BI. The Data Axcess Utility includes a report library with popular pre-built reports. It can also be used with the CCH Axcess Data Axcess Dashboards to populate 7 pre-built Power BI dashboards.
Data Axcess Utility
K-1 Import Utility
The K-1 Import Utility uses the Tax Transfer APIs to import K-1 data from Microsoft® Excel®. The K-1 Import Utility saves time by eliminating error-prone cutting and pasting while improving the employee experience by letting them use the tools they are most comfortable with. Firms can also export prior-year K-1s into Excel as a starting point for this year’s data. The K-1 Import Utility works with Partnership, S Corporation, and Fiduciary returns. 
K-1 Import Utility
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