Deliver proactive client advisory service year-round

Clients expect more than tax compliance. CCH Axcess advisory solutions help firms uncover opportunities, deliver meaningful recommendations, and strengthen client relationships throughout the year. 

Whether you're identifying new advisory opportunities, enhancing existing advisory services, or helping clients evaluate tax-saving strategies, you can deliver advice that is both actionable and scalable.

  • Turn complexity into advisory value
  • Surface the right advisory opportunities
  • Remove friction and free capacity
  • Standardize advisory delivery
Basecone

Transform tax data into actionable planning 

Help clients move from tax results to informed decisions with insights that support multi-year planning. 

  • Identify planning opportunities
    Surface tax-saving opportunities and planning considerations directly from client tax data.
  • Model potential outcomes
    Evaluate different scenarios to help clients understand the impact of key financial and tax decisions.
  • Deliver recommendations with confidence
    Back guidance with data-driven insights that help clients make informed choices.
werkende mensen op een bureau met een laptop, pen, rekenmachine en documenten

Create client advisory opportunities from every engagement 

Extend the value of every client engagement by uncovering opportunities beyond tax preparation. 

  • Create new revenue opportunities
    Expand services with planning and advisory engagements that build on existing client relationships.
  • Increase client value
    Deliver recommendations that help clients achieve better financial outcomes.
  • Grow with greater efficiency
    Leverage technology to support advisory services without increasing complexity.
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Unlock meaningful client advisory insights from existing data 

Make it easier to understand client needs and deliver more relevant recommendations. 

  • Connect data and insights
    Use available client information to uncover trends, opportunities, and next steps.
  • Focus on what matters most
    Quickly identify clients who may benefit from additional guidance and support.
  • Deliver personalized advice
    Provide recommendations tailored to each client's unique situation and goals.
Advisory Services

Build a scalable client advisory practice

Create a consistent approach to identifying and managing advisory services across your firm. 

  • Uncover advisory opportunities
    Identify clients who may benefit from additional planning and advisory services.
  • Prioritize the right engagements
    Focus on opportunities that can deliver the greatest value for clients and your firm.
  • Standardize advisory delivery
    Establish repeatable processes that support growth and consistency.

A connected approach to tax advisory services

Advisory growth often starts with tax planning and expands into broader client services. Together, CCH Axcess Tax Planner and CCH Axcess Advisor help firms uncover opportunities, deliver more personalized guidance, and build stronger client relationships. With a connected approach to advisory services, firms can create greater client value while growing advisory revenue more efficiently. 

CCH Axcess™ Advisor

The advisory firm inside your firm is ready. CCH Axcess Advisor gives you the confidence and structure to activate it across your entire firm. Now go advise.
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CCH Axcess™ Tax Planner

CCH Axcess Tax Planner uses existing tax data to model multi-year scenarios, compare strategies, and develop actionable recommendations for clients. Transform tax data into actionable planning strategies.
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Frequently asked questions

From firms like yours.

  • What are advisory services, and how are they different from compliance work?
    Advisory services go beyond preparing returns or meeting filing requirements. They help clients make informed decisions through tax planning, strategic guidance, and ongoing support. While compliance focuses on reporting what has already happened, advisory services use available data and insights to help clients evaluate opportunities, navigate challenges, and plan for what's next.
  • What types of advisory services do accounting firms typically offer?
    Advisory services can include tax planning, cash flow and profitability analysis, entity and compensation planning, growth and succession planning, and guidance around financial or regulatory changes. Many firms begin with tax planning engagements and expand into broader advisory services as client needs evolve.
  • How does tax planning support advisory services?
    Tax planning is often the foundation of an advisory relationship. By analyzing tax data, modeling potential scenarios, and evaluating planning strategies, firms can help clients understand the impact of key decisions and identify opportunities to improve outcomes. These conversations often lead to broader advisory engagements and deeper client relationships.
  • How do advisory services benefit clients?
    Advisory services help clients gain clarity and confidence when making important financial and business decisions. By identifying opportunities, risks, and potential savings earlier, clients can take action proactively rather than reacting to surprises. This can lead to better outcomes, more informed decision-making, and a stronger relationship with their accounting firm.
  • Are advisory services only for large or complex clients?
    No. Advisory services can benefit businesses and individuals of all sizes. Whether a client is planning for growth, evaluating tax strategies, managing cash flow, or navigating a significant life or business event, advisory services can be tailored to their specific needs and goals.
  • How can firms identify more advisory opportunities?
    Many advisory opportunities already exist within client tax and financial data. By leveraging technology and structured processes, firms can uncover planning opportunities, prioritize client needs, and consistently deliver more proactive guidance across their client base.
  • What's the connection between tax planning and advisory growth? 
    Tax planning often serves as a natural entry point for advisory services. Planning engagements create opportunities to discuss broader business, financial, and strategic goals, helping firms expand their advisory offerings while delivering greater value to clients. 

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