CCH Axcess Engagement suite, a cloud umbrella solution with a unique approach, helps firms ensure governance, risk mitigation and compliance to standards while also keeping the focus on auditor judgement. Flexible enough for both simple and complex audits, or actually engagements of any type, this suite - which offers trial balance, working papers and more - provides benefits like:
- Increasing efficiency by eliminating low-value tasks to save more time for advisory work
- Winning the war for talent by providing cutting-edge tools your staff want
- Eliminating server management and associated costs, enabling you to focus on clients instead of technology
Get the most out of your software without getting more than you need. Four licensing types enable firms to pick what's applicable when creating each engagement and then work with needed features only.
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Awards and recognition
CCH Axcess Engagement suite modules
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CCH Axcess Engagement Pro
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CCH Axcess Knowledge Coach
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CCH Axcess Validate
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CCH Axcess Knowledge Coach PCR
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CCH Axcess Engagement Essentials
Grow your firm with the right cloud-based workpaper management solution
CCH Axcess Engagement Pro
CCH Axcess Engagement Pro provides trial balance, reports, sending tax balances to a tax return and both basic and advanced workpaper management functionalities. Flexible enough for both simple and complex engagements of any type, this integrated solutions drives to delivering a data-driven audit.
Visit the Engagement Pro webpage to learn more.
Complete your audit in the cloud
CCH Axcess Knowledge Coach
CCH Axcess Knowledge Coach is audit methodology that helps the auditor assess risk while tailoring each audit to the client's unique circumstances, suggesting procedures, increasing the quality of the audit and helping ensure under- and over-auditing is limited. All while focusing on the auditor's professional judgement.
Visit the Knowledge Coach webpage to learn more.
Fast-track your audit bank confirmations
CCH Axcess Validate
When it comes to authorizations and audits, what used to take a day to complete, at minimum, can now be done in 5 minutes or less using CCH Axcess Validate. This patented solution is a true cloud-based confirmation and validation product that benefits CPA firm auditors, client approvers and participating financial institutions by gathering confidential 3rd party audit evidence, in accordance with professional accounting standards for auditors.
Visit our Validate webpage to learn more.
Complete your preparation, compilation and review engagements in the cloud
CCH Axcess Knowledge Coach PCR
CCH Axcess Knowledge Coach PCR provides planning and practice aids for all of your preparation, compilation and review engagements. Streamline your digital workflows and enable greater collaboration and access to engagement from anywhere at anytime.
Visit our Knowledge Coach PCR webpage to learn more.
Enable your firm to offer client service excellence by maximizing efficiency
CCH Axcess Engagement Essentials
CCH Axcess Engagement Essentials provides trial balance, reports, sending tax balances to a tax return and basic workpaper management functionalities. Instantly produce accurate balance for preparing business tax returns while enjoying seamless integration with Xero and QuickBooks Online.
Visit the Engagement Essentials webpage to learn more.
"Financial statements in CCH Axcess Engagement Pro are auto-generated, which will be great for planning, materiality and knowing where to focus. Additionally, our reviewers will be able to compare the financial statement to the trial balance much faster than before."