Software to help you excel with Tax

Managing tax compliance is a completely natural extension of the financial expertise and services you deliver clients. Solutions from Wolters Kluwer are a perfect fit to help you gain the tax insights that you’ve never had before.  

When your company chooses to complement your primary services with tax, you can rely on industry-leading products from Wolters Kluwer to help you form a more complete, actionable picture on tax. You’ll reveal a more comprehensive perspective on each client’s true financial realities, better equipping you to advocate clear strategies for success. What’s more, it’s not a heavy lift: CCH Axcess is trusted by 90 of Accounting Today’s Top 100 Firms, so odds are good that your team members are already familiar with how to capitalize on its valuable features. Which means you’re also ready to transform the management of client tax compliance from a cost center into a money maker.  

High-performing advisors see tax compliance for what it really is — an essential yet underappreciated factor in successful financial services management. And just as so many public accounting firms do, they trust tax and accounting solutions from Wolters Kluwer to give them the clear perspective into a client’s tax dynamics so that they can transform data into decisions with ease.

Ready to see CCH® solutions in action?

A demo is the perfect way to see how tax and accounting solutions from Wolters Kluwer can make your tax team more productive.

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Resources for Existing Customers
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Gain a competitive advantage

Gain a competitive advantage

Your high-net-worth clients heavily rely on your advice to direct a variety of their financial assets, from investments and real estate, to trusts and insurance. Yet if you’re also not managing tax, you’re not getting the full picture. As you put tax and accounting products from Wolters Kluwer to work for compliance – and use its open integration features to connect it with your other tools – you better position your team to appreciate each client’s risks and opportunities more fully. With that knowledge in hand, you can proactively counsel clients around their business and legal strategies — often making important contributions to their bottom line and yours. What some of your competitors might cast as a nice-to-have service can become, for your team, a value-added revenue driver.
Organize your tax function and improve efficiencies across the board
Organize your tax function and improve efficiencies across the board
The less time you spend mired in manual, routine tasks, the more time you can devote to giving your clients the expert wealth management advice they’ve come to expect from your financial services team. Paperless tax returns through tax and accounting solutions from Wolters Kluwer provide an ideal way to leverage that opportunity, since every step of the tax prep and compliance process leverages smart, automated technologies to give you a powerful single source of truth from the first task to the last. Everything’s connected, accessible, and built to maximize your team’s productivity as you prepare your clients’ individual, fiduciary, and corporate returns. What’s more, you’ll be freeing your team to generate more business with the same number of resources.
Take the labor challenge head-on with the trusted leader
Take the labor challenge head-on with the trusted leader
As accounting graduate numbers decrease and resignation rates grow higher, recruiting and retaining the best talent in the labor market is getting tough. Thankfully, tax automation, workflow, and industry intelligence tools can help you optimize your department's processes, save your team's time, and balance workloads. Eliminate repetitive data entry tasks, effortlessly navigate through legislation changes, and create a single source of truth for your department. A well-oiled and efficient team is more satisfied, and you can handle more business with the same amount of resources. Adding tax and workflow solutions from Wolters Kluwer is adding a valuable asset to your tax toolbelt that lets you create a robust work environment for your employees and retain valuable talent in-house.

Set your tax team up for success with Wolters Kluwer

Put the industry standard to work – and watch it shine from day one 

Step 1: Fully automate tax by organizing and managing data like never before   
Step 2: Improve workflow in your entire tax department 
Step 3: Onboard your team through customized training  
Step 4: Relieve stress on your team and turn attention to strategic tasks

Integration with the CCH Axcess platform
CCH Axcess™ for Financial Services Companies
Whether you are building a tax team or looking to streamline tax preparation services, you can depend on our modular, cloud-based solution to create a holistic customer experience for you and your clients. Automate your tax workflows and plan for business growth with CCH Access.
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Offload your tax preparation to Xpitax® Outsourcing Services

When it comes to processing tax returns, it’s all about accuracy, efficiency, and cost-effectiveness. Created for CPAs by CPAs, Xpitax helps you focus your team on their highest value impact, while maintaining top-notch quality for any return type:


- Individual  
- Corporate, S-Corp, Partnership 
- Fiduciary 
- Expat/Inpat/Dual & Form 1040NR 
- 990 Tax Exempt 


Alleviate the stress of resource allocation for managers and partners, create a more balanced workload for employees, and meet the strict requirements of accurate tax return processing.  

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Solutions for Tax

Trusted, intuitive, and built to maximize your team’s efficiency.

  • CCH® Axcess™ Tax
  • CCH® Axcess™ iQ
  • CCH® Axcess™ Financial Prep
  • CCH® ProSystem fx Scan
  • CCH® ProSystem fx® PDFlyer
  • CCH® AnswerConnect
CCH Axcess Tax is the tax and accounting profession’s first modular, cloud-based tax preparation and compliance solution. The cornerstone of our CCH Axcess suite, it lets you leverage its advanced technologies and robust integration points to take your organization’s digital tax workflow processes to an entirely new level of productivity. With an intuitive and user-friendly interface, your team will master CCH Axcess Tax in no time. Its enhanced Return Manager allows you to customize the information displayed based on what you need to see, and quick filters allow you to arrange returns in your preferred order. Its fully integrated preparer notes system allows users to create and respond to an array of note types, which you can assign and review with a single click.
Download Data Sheet
Download Data Sheet
Tax
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CCH Axcess iQ is a new resource that merges software innovation with the expertise of tax and account research from Wolters Kluwer. When new tax legislation triggers a tax event, the system searches your CCH Axcess Tax data for clients who might be impacted by that event. Armed with that alert, your team can reach out to clients to initiate discussions about the tax change and how it affects each client’s financial picture. Each prompt captured by CCH Axcess iQ becomes an opportunity to solidify your team’s reputation for proactive client service while simultaneously identifying new opportunities to add value and revenue.
CCH® Axcess™ Tax
Tab Item-Corp-FSP-Tab1.3 Body (Word Doc): Grouping trial balance accounts, assigning tax codes, and creating financial statements for your clients can be exceedingly tedious. Unless, that is, you rely on CCH Axcess Financial Prep. Integrated with CCH Axcess, it instantly produces accurate balances for preparing business tax returns and offers direct integration with Xero™ and QuickBooks® Online. Just upload your client’s data, and your financials and lead sheets are generated automatically. Then, simply make your adjustments and send your balances to CCH Axcess™ Tax. It all comes together in a streamlined, hassle-free path toward your future preparations, compilations, reviews, and audits.
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CCH® Axcess™ Financial Prep
Think of CCH ProSystem fx Scan with AutoFlow Technology as your ultimate input ally: It can read, identify, and annotate scanned client documents – including the proverbial “shoebox” of unsorted 1040 and 1041 source files – into a single, organized, and bookmarked PDF file. It then facilitates the validation of the extracted information before importing it directly into your tax software. Its calculator allows you to conveniently attach a digital adding machine tape to any page and incorporate hyperlinks that enable you to quickly jump to source figures and back again. By automating routine and time-consuming tasks, you’ll be better equipped to keep your team happier, your clients impressed, and your bottom line thriving.
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Simplified Tax Accounting Rules for Small Business
Tab Item-Corp-FSP-Tab1.5 Body (Word Doc): With our Adobe® Acrobat® plug-in, CCH® ProSystem fx® PDFlyer gives your team’s audit and tax staff powerful accounting professional-specific functions not available with Acrobat®. Drop in sticky notes that can be customized by preparers and reviewers or by status (i.e., “open,” “closed,” “under review,” etc.). Use the onboard calculator tool to add a digital adding machine tape to a page and incorporate hyperlinks to the data used in your calculations. Insert accounting-specific tick marks and custom sign-off stamps. And integrate it all with CCH ProSystem fx Workpaper Manager or Engagement. With CCH ProSystem fx PDFlyer, staying organized while going paperless has never been easier – or more appealing.
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CCH® AnswerConnect
A research platform backed by over 100 years of expertise, CCH AnswerConnect is uniquely designed to deliver comprehensive, technical information on all aspects of federal, state, and international tax. It offers a unique combination of the text and explanations of tax law, and examples of how to apply it in real world situations. And its full 360° view gives you access to all the information you need in one location, from updated regulations and cases to IRS publications and time-saving practice tools to help support your research. Meaning the only real question left to answer is, “When can I get started with it?”
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CCH Axcess Workflow

Solutions for Workflow

Get work done faster – and with fewer errors and headaches

  • CCH® Axcess™ Workflow
  • CCH® Axcess™ Document
  • CCH® Axcess™ Practice
  • CCH® Axcess™ Portal
  • CCH® Axcess™ Client Collaboration
Scheduler
You can use CCH® Axcess™ Workflow to give your firm the edge in generating new efficiencies, meeting growth targets, and adapting to changing business environments. It all starts with standardizing, optimizing, and automating your processes. For example, CCH® Axcess™ Workflow helps you increase accountability through at-a-glance views showing status, due dates, and other key information. It gives you clear visibility into who’s working on what – meaning you can manage every resource more effectively. It helps you reduce the risk of inadequate reviews by incorporating task-by-stake user signoffs. And it all adds up to fewer hassles, smoother handoffs from one member of the firm to another, and better communication with clients who request real-time updates.  
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CCH® Axcess™ Document
Think of CCH Axcess Document as your ultimate ally in digital document management. It gives you the power to streamline how your team handles, stores, and secures client tax returns and correspondence, including emails. CCH Axcess Document’s secure file storage and collaboration features instantly encrypt uploaded files and give you the power to prevent unauthorized access by assigning role-based security, special access groups, and folder- and file-level settings. With CCH Axcess Document file retention and version control, you can determine when a file was changed, who changed it, and access and restore older versions of a file. Built-in file backup and recovery tools mean you can be prepared for emergencies, disasters, or other events that would normally slow – or stop your business.
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CCH® Axcess™ Practice
If your team is looking for a way to simplify time and billing, enhance client service, and analyze and improve profitability, look no further than CCH® Axcess™ Practice. Its easy-to-use comprehensive time and billing features let you capture more billable hours (including through mobile devices) and streamline administrative work. Its flexible billing options let you tailor it to the billing model(s) that best fit for your clients – hourly, fixed-fee, and progress billing. And its powerful monitoring functions help you track a wide range of KPIs (including productivity rations, WIP/AR analysis, and profit reports). “Practice makes perfect” – and CCH® Axcess™ Practice makes for the perfect tool to help your team reduce administrative frustrations, improve operations, and gain new visibility into your operations.
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CCH® Axcess™ Portal
The aptly named CCH Axcess Portal is a convenient, secure electronic storage space that provides bi-directional file exchange capabilities to streamline how you share even your biggest documents with clients. But CCH Axcess Portal is far more than a simple spot for data handoffs. For example, you can specify folder- and file-level security. You can check out documents to prevent other users from editing files as they’re being updated. You can search, filter, and display documents by a variety of variables, including type, title, creator, keyword, and more. You can save your own team time by giving clients secure, easy access to their past returns and financial records.
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CCH® Axcess™ Client Collaboration
A unified collaboration hub for businesses and their clients, CCH Axcess Client Collaboration is the next evolution of a secure portal. Electronic engagement letters, customizable tax organizers, automated data connectors, integrated eSignatures – all of the critical junctures in your workflow become points of streamlined collaboration between your firm and its clients. The straightforward interface of CCH Axcess Client Collaboration provides a frictionless experience, with a step-by-step process that ensures everyone knows what needs to be done and when. Teams that used CCH Axcess Client Collaboration saw an average of 40% completion rates on organizers they sent out, with completion rates as high as 67%. Those are the kind of efficiency gains that make everyone smile – and make a critical contribution to your bottom line.   
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Yes! I want to see how Wolters Kluwer Sales and Use Tax Solutions can help me stay in compliance

Talk to an advisor today to learn how Wolters Kluwer's solutions address all aspects of your end-to-end sales and use tax process.
Discover why so many financial service providers are putting tax and accounting solutions from Wolters Kluwer to work in their companies:
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Explore how you can capitalize on the open integration of tax and accounting solutions from Wolters Kluwer to quickly and effectively plug in your team’s most valuable tools:  
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Get helpful tax news, checklists, charts, and tables that provide in-depth perspectives from Wolters Kluwer federal and state tax experts: 
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