Get the most out of your software solution without getting more than you need 

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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

2023 AI Excellence Award
Artificial Intelligence Excellence, winner
CCH Axcess Engagement suite
BIG Artificial Intelligence Excellence Award - 2023
2023 Bronze Stevie American Business Awards logo
Compliance Solutions,  bronze winner
CCH Axcess Engagement suite
2023 ABA Stevie Awards
2023 Gold Globee Business Awards logo
Governance, Risk & Compliance Solution, gold winner
CCH Axcess Engagement suite
2023 Globee Business Awards
2023 Golden Bridge Awards - Bronze
Auditing Innovation, bronze winner
CCH Axcess Engagement suite
2023- Golden Bridge Awards
2023 Merit Technology Innovation Award
Technology Innovation, gold winner
CCH Axcess Engagement suite
2023 Merit Awards

CCH Axcess Engagement suite modules

  • CCH Axcess Engagement Pro
  • CCH Axcess Knowledge Coach
  • CCH Axcess Validate
  • CCH Axcess Knowledge Coach PCR
  • 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.

CCH Axcess Engagement Pro

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.

CCH Axcess Knowledge Coach

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.

CCH Axcess Validate

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.

CCH Axcess Knowledge Coach PCR

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.

CCH Axcess Engagement Essentials
Real customers going beyond with CCH Axcess
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"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."

Amanda Gessner, CPA, CFE

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