CCH Marketplace Software Partners

Featured vendor. K1x is the leading data distribution platform for alternative investments. Its AI-powered automation digitizes and distributes K-1, K-3, and 990 data seamlessly — connecting investors, advisors, tax software, portals, accounting firms, IRS and state taxing authorities.

Featured vendor. SurePrep’s 1040/1041 productivity solutions deliver seamless integration with your existing tax software to automate and streamline the entire tax process for both the taxpayer and tax pro. 

CoinTracker is the most trusted cryptocurrency tax software in the industry. Use CoinTracker with your clients to seamlessly and accurately reconcile and file their cryptocurrency taxes.

CPACharge and Wolters Kluwer have partnered to create an integration that lets you easily and securely accept credit, debit, and eCheck payments right from CCH Axcess™ Practice.

Digilence, LLC (Digital Intelligence) Powers the Digital Firm® with a suite of AI-infused SaaS solutions to digitize inefficient and repetitive processes across Audit, Tax, Client Accounting and other back-office functions for accounting firms.

Integrated audit and automated tax scheduling, time and expense entry and time off management applications from Empire SUITE make CCH Axcess even better.

Strongbox extracts, cleans, and formats data directly from your client’s accounting system, delivering trial balances ready for CCH Engagement solutions and an Excel file full of financial data to feed TeamMate Analytics or your own Excel analysis.

ProStaff is a powerful tool that has the potential of transforming your organization's scheduling process into a strategic and collaborative effort. This transformation draws upon the most vital asset of your business – your accounting staff.

Protection Plus is your dedicated tax audit defense department. Say goodbye to hours on hold with IRS and hello to a reliable team of tax resolution experts. We help you easily manage tax notice, audits, and more!

Protection Plus is your dedicated tax audit defense department. Say goodbye to hours on hold with IRS and hello to a reliable team of tax resolution experts. We help you easily manage tax notice, audits, and more!

TheTaxBook offers award-winning online and print tax research solutions for time-crunched tax professionals. Wolters Kluwer has integrated the TTB WebLibrary with TaxWise Online to provide fast answers to their software users tax questions.

Tax InfoLine enables your clients to automatically receive text message and e-mail alerts informing clients of the status of their tax return and refund. In addition to automated alerts, customers also have access to a toll-free phone number and website 24-hours a day and our new TaxInfoNet app.

Textellent is the leading text messaging platform for TaxPros designed to streamline your operations and grow your practice. Textellent integrates directly and seamlessly with TaxWise so you have a virtual assistant to help you manage client communications.

EPS® provides a suite of comprehensive refund transfer and payment solutions to manage every financial transaction in your tax office.

You have choices, we have solutions! With Refund Advantage®, the refund transfer program that enables you to customize your account in a variety of ways. 

Partner with the Santa Barbara Tax Products Group® (TPG) for your tax refund transfer needs. Attract and retain more clients today!