The accounting profession is undergoing a digital transformation, and APIs (application programming interfaces) are a key component. By providing access to firms' data and systems, the CCH Axcess™ Open Integration APIs enable firms to automate tax workflows, integrate disparate systems, or even build custom AI Agents. APIs offer a powerful way to unlock efficiency, accuracy, and innovation across your firm.
The comprehensive library of APIs provides access to the tax, audit and firm management data at the core of a modern accounting firm. By building API integrations, firms can improve client experiences, increase staff engagement and maximize firm efficiency.
Getting started with APIs in an accounting firm requires a strategic vision and careful planning. Many firms find the greatest success by starting small, automating a single step in the workflow, or even implementing an off-the-shelf API-based solution. Various approaches to implementing APIs are described below.
Why APIs matter for accounting firms
APIs allow different software systems to communicate and share data. In the context of accounting, this means your tax, audit, billing, CRM, HR, and document management systems can work together—reducing manual entry, improving accuracy, and enabling real-time insights.
Article: What are APIs and why are they important to accountants and CPA firms?
Start here if you're new to APIs or want a refresher on how they work and why they matter.
eBook: Leveraging integration and APIs to transform your firm
Learn how integrations and APIs can modernize your firm’s operations.
