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About Wolters Kluwer

Wolters Kluwer is a global provider of professional information, software solutions, and services for clinicians, nurses, accountants, lawyers, and tax, finance, audit, risk, compliance, and regulatory sectors.

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    • Health

      Trusted clinical technology and evidence-based solutions that drive effective decision-making and outcomes across healthcare. Specialized in clinical effectiveness, learning, research and safety.

      Health Overview
      Solutions
      • UpToDateIndustry-leading clinical decision support
      • OvidThe world’s most trusted medical research platform
      • UpToDate LexidrugEvidence-based drug referential solutions
      • Ovid SynthesisWorkflow solution for clinical practice improvements
      View All Solutions
    • Tax & Accounting

      Enabling tax and accounting professionals and businesses of all sizes drive productivity, navigate change, and deliver better outcomes. With workflows optimized by technology and guided by deep domain expertise, we help organizations grow, manage, and protect their businesses and their client’s businesses.

      Tax & Accounting Overview
      Solutions
      • TeamMateTổng quan về Giải pháp
      • TeamMate AnalyticsPhân tích dữ liệu
      • TeamMate AuditQuản lý thế giới kiểm toán phức tạp một cách tốt hơn trong toàn bộ quy trình làm việc
      • OneSumX for Finance, Risk and Regulatory ReportingIntegrated regulatory compliance and reporting solution suite
      View All Solutions
      Expert Insights
      • Saniza & Co improves efficiency and accuracy in audit delivery with CCH ProSystem fx Engagement
      • CCH iFirm enables improved workflow management for RCB Advisors
      • Thay đổi bộ phận kiểm toán nội bộ - Phát triển mục đích kiểm toán nội bộ
      • Enhancing your audit practice reviews
      • Thay đổi bộ phận kiểm toán nội bộ - Phát triển các kết quả chức năng
      • Thay đổi bộ phận kiểm toán nội bộ - Điều chỉnh mọi hoạt động phù hợp với kết quả chiến lược
      View All Expert Insights
    • ESG

      Offering comprehensive tools and expert guidance to companies to help meet regulatory requirements to support sustainability efforts and manage ESG risks efficiently.

      ESG Overview
      Solutions
      • CCH TagetikUnified performance management software
      • OneSumX for Finance, Risk and Regulatory ReportingDiscover our solution for ESG climate risk and regulatory requirements
      • TeamMateSolutions for auditors
      • EnablonSoftware solutions for risk & compliance, engineering & operations, and EHSQ & sustainability
      View All Solutions
    • Finance

      Our solutions for regulated financial departments and institutions help customers meet their obligations to external regulators. We specialize in unifying and optimizing processes to deliver a real-time and accurate view of your financial position.

      Finance Overview
      Solutions
      • CCH TagetikUnified performance management software
      • OneSumX for Finance, Risk and Regulatory ReportingIntegrated regulatory compliance and reporting solution suite
      View All Solutions
      Expert Insights
      • Thay đổi bộ phận kiểm toán nội bộ - Phát triển mục đích kiểm toán nội bộ
      • Thay đổi bộ phận kiểm toán nội bộ - Phát triển các kết quả chức năng
      • Thay đổi bộ phận kiểm toán nội bộ - Điều chỉnh mọi hoạt động phù hợp với kết quả chiến lược
      View All Expert Insights
    • Compliance

      Enabling organizations to ensure adherence with ever-changing regulatory obligations, manage risk, increase efficiency, and produce better business outcomes.

      Compliance Overview
      Solutions
      • OneSumX for Finance, Risk and Regulatory ReportingIntegrated regulatory compliance and reporting solution suite
      • TeamMateTổng quan về Giải pháp
      • TeamMate AnalyticsPhân tích dữ liệu
      View All Solutions
      Expert Insights
      • Triển khai hiệu quả chiến lược phân tích dữ liệu kiểm toán nội bộ hiệu quả
      • Thay đổi bộ phận kiểm toán nội bộ - Tổ chức truyền tải nội dung thông qua phát triển văn hóa cải tiến liên tục kiểm toán nội bộ
      • Thay đổi bộ phận kiểm toán nội bộ - Phát triển mục đích kiểm toán nội bộ
      • Trở nên linh hoạt hơn nhờ TeamMate
      • TeamMate Analytics cất cánh cùng Singapore Airlines
      • Thay đổi bộ phận kiểm toán nội bộ - Phát triển các kết quả chức năng
      • Thay đổi bộ phận kiểm toán nội bộ - Điều chỉnh mọi hoạt động phù hợp với kết quả chiến lược
      View All Expert Insights
    • Legal
    1. Back to Expert solutions for leading professionals >
    2. Back to Solutions >
    3. Back to Solutions for Tax and Accounting Professionals >
    4. CCH® Marketplace
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    Tax & Accounting software

    CCH® Marketplace

    Expand and enhance your software with powerful solutions from our integration vendors.
    Secondary Navigation
    Tax & Accounting
    • Tax Software

      Improve staff engagement and client satisfaction while streamlining productivity with a digital tax workflow that integrates advanced technologies, intelligent diagnostics, and practical review tools.

      Tax Software
      • Professional Tax Software
      • Tax Preparer Software
      • Corporate Tax Software
      • Small Firm Software
      • Tax Research
      Professional Tax Software
      • CCH Axcess Tax
      • CCH ProSystem fx Tax
      • Xpitax Tax Outsourcing
      • ATX
      Corporate Tax Software
      • CCH Axcess Tax
      • CCH SureTax
      • Corporate Tax Software
    • Firm Management

      Support increased productivity, firm growth, and staff engagement by streamlining areas such as staffing, document management, time and billing, reporting, marketing, workflow, and project tracking.

      Firm Management
      • Practice Management
      • Workflow Software
      • Client Experience
      • Document Management
      • Outsourcing Services
      Practice Management
      • CCH Axcess Practice
      • CCH ProSystem fx Practice Management
      Workflow Software
      • CCH Axcess Workflow
      • CCH Axcess Workstream
      Client Experience
      • CCH Axcess Client Collaboration
      • CCH Axcess iQ
      • Xpitax Tax Outsourcing
    • Audit & Accounting

      Improve audit quality, improve revenue, and create a collaborative client experience with a scalable end-to-end audit workflow that emphasizes professional judgment and supports the data-driven audit.

      Audit and Accounting
      • Audit Software
      • Cloud Audit Suite
      • Methodology & Guidance
      • Engagement Solutions
      • Knowledge Coach Solutions
      Audit Software
      • Trial Balance and Working Papers
      • Audit Analytics
      • Confirmations
      Methodology & Guidance
      • CCH Axcess Knowledge Coach
      • CCH Axcess Knowledge Coach PCR
      • CCH ProSystem fx Knowledge Coach
      • CCH Accounting Research Manager
      • CCH AnswerConnect
      Engagement Solutions
      • CCH Axcess Engagement Pro
      • CCH Axcess Engagement Essentials
      • CCH ProSystem fx Engagement
    • Research & Learning

      Remain compliant, mitigate risks, and improve revenue by providing staff with the research and staff development tools they need to access the most accurate and up-to-date information available.

      Research and Learning
      • Learning & CPE
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      Tax and Accounting Research
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      Tax Legislation
      • Federal Tax Legislation
      • State Tax Legislation
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    • Support

      Learn about updates and feature releases, find login links, and access support for solutions, including CCH Axcess, CCH ProSystems fx, CCH AnswerConnect, ATX, Taxwise, and more.

      Learn More
      Existing Customers
      • Product Login
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      Training & Consulting Services
      • Product Training
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      Tax & Accounting News
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      • Future Ready Accountant Report
      • Beneficial Ownership Information
    • Shop

      Get access to a range of software, online and print publications, and professional training courses that help tax, accounting, and municipal law experts develop their knowledge and stay up-to-date.

      Learn More
      Software
      • CCH Axcess Add Ons
      • CCH AnswerConnect
      • TaxWise
      • ATX
      • CCH iFirm
      Learning and Training
      • Research Packages
      • Webinars
      • Self Study
      • CPE Courses
      • Product Training
      Publications
      • Print Books
      • Online Books
      • U.S. Master Tax Guide
      • Income Tax Regulations
      • Internal Revenue Code
      Subject Area
      • Audit & Accounting
      • Federal Tax
      • State Tax

    CCH Marketplace 

    • View All
    • Software Partners
    • Service Providers
    • Integration Utilities
    • Business Compliance Solutions
    Wolters Kluwer Professional & Client Services
    Experienced consultants who have worked with thousands of professional accounting firms.
    Wolters Kluwer PCS
    1040 Passthrough Import Utility
    Export Fiduciary, Partnership, and S Corporation passthrough information from a 1040 return to a Microsoft® Excel® file.
    1040 Passthrough Import

    AuditMiner

     AuditMiner's software solution for Employee Benefit Plan audits improves efficiency and accuracy without changing the way you work.
    AuditMiner
    Batch E-File Extension Utility
    Upload 1040 federal and stated extensions in batches, and schedule the batch to run unassisted during off-hours.
    Batch E-File Extensions
    Batch Print Set Utility
    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. 
    Batch Print Sets
    CCH Axcess™ Beneficial Ownership
    Automate the beneficial ownership information filing process to FinCEN, with bulk tools for high-volume filing.
    Beneficial Ownership

    Compass

    Real-time data analytics, bringing your practice management data to life with filterable, drillable dashboards.
    Compass
    CPACharge
    Easily and securely accept credit, debit, and eCheck payments from CCH Axcess™ Practice.
    CPACharge

    Custom Application Development

    Wolters Kluwer's PCS team can develop custom API-based applications to help firms be more productive. 
    Custom App Development 
    CygnusAI Consulting, LLC
    CygnusAI Consulting's CEO, Atul Tatke, provides custom API integrations for CCH Axcess customers. 
    CygnusAI Consulting
    Data Axcess Utility
    Extract client, project and billing data from CCH Axcess and query the data using the business intelligence tools of your choice. 
    Data Axcess Utility
    Digilence
    Digitize inefficient and repetitive processes across Audit, Tax, Client Accounting and other back-office functions.
    Digilence
    Empire Suite
    Integrated audit and automated tax scheduling, time and expense entry and time off management applications.
    Empire Suite
    EPS®
    A suite of comprehensive refund transfer and payment solutions to manage every financial transaction in your tax office.
    EPS

    Eric Does Data

    EDD has over 14 years of experience working to help companies become more data-driven and modern.
    Eric Does Data

    Ignition

    Reclaim time and profitability by automating proposals, billing, payment collection and workflows in a single platform.
    Ignition
    K-1 Import Utility
    Import K-1 data from Microsoft® Excel® into Partnership, S Corporation, and Fiduciary returns. 
    K-1 Import Utility
    K1x
    Featured vendor. K1x uses AI-powered automation to digitize and distribute K-1, K-3, and 990 data seamlessly. 
    K1x
    ProStaff
    Transform your organization's scheduling process into a strategic and collaborative effort.
    ProStaff
    Protection Plus for CCH Axcess Tax
    Dedicated tax audit defense support, fully integrated with CCH Axcess Tax to help you manage tax notices, audits, and more.
    Protection Plus
    Protection Plus for TaxWise
    Dedicated tax audit defense support to help manage tax notices, audits, and more. Firm-level or per-return pricing available.
    Protection Plus
    QuickFee
    Payment solutions designed to help businesses increase sales, build better client relationships, and improve cash flow. 
    QuickFee

    Rare Karma 

    Maximize technology investments with over two

    decades of consulting experience in CRM, marketing automation, time & billing, and more.

    Rare Karma
    Refund Advantage®
    The refund transfer program that enables you to customize your account in a variety of ways. 

    Refund Advantage
    Republic Bank & Trust Company
    Republic Bank is one of the largest locally-owned community banks, with over 25 years of experience.
    Republic Bank & Trust
    Ricoh
    The fi Series and ScanSnap product lines turn documents and other paper-based information into digital assets.
    Ricoh

    Rightworks

    Significantly simplify operations and expand client value with an award-winning, secure cloud platform.
    Rightworks

    SafeSend

    Eliminate the manual, labor-intensive tasks associated with tax package assembly, delivery, and e-signings. 
    SafeSend

    Strongbox

    Powered by LeaseCrunch, Strongbox extracts, cleans, and formats data directly from your client’s accounting system, delivering trial balances ready for CCH Engagement.
    Strongbox
    SurePrep
    Featured vendor. SurePrep’s 1040/1041 productivity solutions automate and streamline the entire tax process. 
    SurePrep
    TheTaxBook
    Award-winning online and print tax research solutions for time-crunched tax professionals. 
    TheTaxBook
    Santa Barbara Tax Products Group®
    Partner with the Santa Barbara Tax Products Group® (TPG) for your tax refund transfer needs. 
    Santa Barbara TPG
    Tax InfoLine
    Enable your clients to automatically receive text message and e-mail alerts regarding the status of their tax return and refund. 
    Tax InfoLine
    Textellent
    The leading text messaging platform for tax pros, integrated directly with TaxWise  to help you manage client communications.
    Textellent
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