CCH Axcess Engagement Pro seamlessly integrates robust trial balance software, advanced working paper tools, and cloud-based collaboration features into a single, cohesive platform. Tailored for firms of all sizes and suitable for engagement types of all kinds, this solution revolutionizes workflows from preparation to final delivery. It facilitates real-time collaboration, automates essential processes, and connects workflows across departments, ensuring efficiency and accuracy at every step.
- Streamlined workpaper management
- Integrated trial balance workflows
- Enhanced audit engagement tools
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Modernize your audit process with cloud audit software
Streamlined and precise workpaper management
Centralize your workpapers with secure, cloud-based tools that support real-time updates, version control, and efficient review processes. CCH Axcess Engagement Pro ensures your team is always prepared with accurate and up-to-date documents, streamlined organization, and enhanced efficiency. Automation simplifies workpaper tasks, allowing your team to focus on delivering quality work without interruptions.
Integrated trial balance workflows for accuracy and efficiency
Automate and simplify trial balance adjustments to eliminate manual data entry, reduce errors, and save time. Seamless integration with CCH Axcess™, workflows stay connected and streamlined across audit, tax, and firm management. Real-time data flows throughout workpapers and programs empowering your team and ensuring consistent and accurate reporting for every engagement with minimal effort.
Enhanced collaboration powered by the platform
Work smarter with cloud-based tools that enable real-time collaboration and keep engagements moving forward. Whether in the office or remote, CCH Axcess Engagement Pro eliminates delays in obtaining client information, supports collaborative reviews, and streamlines communication. By leveraging the power of the platform, your audit, tax, and firm management workflows connect seamlessly, boosting team productivity and engagement efficiency.
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What firms are saying about CCH Axcess Engagement Pro
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JC CPAs & Advisors
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WebsterRodgers
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Leeper Kean & Rumley
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Schmitz-Holmstrom
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Drazen Henke & Assoc
All CPA firms are service-based. The only way we make money is efficiencies, so the faster we can do things, the more efficiently we can do things, the more money we make.
We chose CCH Access™ Engagement, CCH Access™ Knowledge Coach, and TeamMate® Analytics because we really wanted something that was going to be an end-to-end, cloud-based, single source platform that allows us to complete our audits in the most efficient way possible without having to go back and forth between multiple platforms. And we really wanted it to be based on an audit methodology that had been around for a while and had been proven and peer reviewed, and we just felt like CCH® was the best option for that.
Thank you for the Financial Summary Report in CCH Axcess Engagement Pro. The working trial balance in our old software can now be replaced in our workpapers, which is a big efficiency gain.
Financial statements in CCH Axcess Engagement Pro are auto-generated, which is great for planning, materiality and knowing where to focus. Additionally, our reviewers can compare the financial statement to the trial balance much faster than before.
With moving from CCH® ProSystem fx® Engagement to CCH Axcess Engagement, just as a reviewer being able to almost fly through the review process, it has probably decreased by 50% what I was doing before.
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Recommended CPA firm resources
Check out these additional resources to discover how you can further benefit from partnering with Wolters Kluwer.
Empowering tax and accounting professionals with AI-enabled technology
Artificial Intelligence (AI) is transforming the accounting profession, offering innovative solutions that streamline workflows, enhance accuracy, and improve efficiency. At CCH Connections: User Conference 2024, attendees had the opportunity to preview what’s ahead at the conference’s AI Showcase and Innovation Station. What they saw was that AI-enabled technology can provide significant benefits across the firm, in all areas of the practice.
Engagement Pro ROI Calculator
Determine the cost of inefficient processes. Using the calculator, gain a better perspective on how much your current processes are costing your team in terms of productivity and administration, versus if you were using CCH Axcess™ Engagement Pro. The results may surprise you.
Elevating audit quality: The impact of data analytics and visualization
This article explores the significance of audit data analytics and highlights how solutions like TeamMate® Analytics and TeamMate® Document Linker from Wolters Kluwer, along with Strongbox™, powered by LeaseCrunch, address common challenges that firms face.
Innovative API integrations
Our product teams work closely with customers to deliver features that increase efficiency, reduce errors and improve client experience. Open integration APIs enable firms to create time-saving integrations that leverage CCH Axcess data.
CCH Axcess Marketplace
The CCH Axcess Marketplace is an online resource center that makes it easy for firms to find software integrations that leverage the data in their systems. These integrations enable firms to automate many of the most time-consuming tasks in their tax, audit and firm management workflows.
Make excellence your standard
See how CCH Axcess Engagement Pro transforms your workflows so you can experience smarter, faster, and more connected engagements.