CCH Axcess™ Open Integration APIs

Our Professional and Client Services team will ensure that you are getting the most out of your CCH Axcess APIs. These consulting sessions are designed for members of your firm or third-parties working on behalf of your firm.

• Getting started with APIs (Mandatory) covers the basics of getting started, including the integrator key used for API requests, overview of authentication methods available, how to use the Developer Portal, and support resources.
• Overview of authentication and API-specific questions dives deeper into the details of the APIs, including in-depth authentication for the APIs, setting up OAuth authentication, and specific API questions and best practices. This course is strongly recommended for each API kit purchased.
• Custom application development is a service offered for firms looking for assistance in developing API-based applications to be more productive. Each request is customized to your specifications. We no longer require annual licensing of the API Tool Kits for firms that do not develop their own solutions in-house, which makes our solutions more affordable than before.

Common API kit

• Leverage the data from organization units and lists to enrich integrations by keeping applications up to date with any changes to the firm lists or configuration.
• Sync client data with external software platforms to maintain one source of truth for client demographic information. The APIs allow for the creation and update of client information as well as extracting the information to push to outside systems.
• Import new staff when leveraging SSO to avoid manually add new staff.
• Manage signer information for Tax staff.

Tax API kit

• Create returns for new or existing clients
• Import tax data from various sources (Excel files, databases, OCR extraction, etc) to automate the preparation of the return
• Extract amounts from the tax return to automate initial review of return amounts against workpapers
• Extract amounts from the tax return to provide analytics and reporting for firm performance
• Extract amounts from the tax return to provide tax summary and analytics to customers
• Extract amounts from the tax return to import amounts to related returns
• Pull a list of available returns given a set of criteria
• Download ELF Status data to create internal dashboards for tracking return statuses
• Download ELF Status history automatically when returns are accepted
• Unlock returns that are in-use to ensure returns are free for other processes

Advanced tax API kit

• Automate the upload and/or release of electronically filed returns
• Automate extension electronic filing process
• Automate print and delivery of tax returns
• Break returns into multiple parts using print sets
• Print K-1s to separate files and save directly to individual partner folders in Document
• Download return notes to store with workpapers after returns are completed
• Roll-forward a list of returns

Firm management API kit

CCH Axcess Document

• Display lists of documents in other applications to leverage those documents directly without using the CCH Axcess smart client
• Automate storage of files to Document that are located on local or network drives
• Directly upload files for storage in Document, with option to publish to Portal during the process
• Create automatic approval process for documents uploaded via Portal
• Manage Document tasks from external applications

CCH Axcess Practice

• Import time/expense entry data from outside applications
• Lookup open invoice amounts for clients
• Extract current client details like AR balance, last invoice, and last payment for presentation in client dashboard

CCH Axcess Workstream

• Update project statuses from outside applications
• Extract project status and details for use in data analytics and reporting

Workflow API Kit (formerly XCMAPI)

• Manage clients specific to CCH Axcess Workflow (Not associated with the client APIs in the Common API Kit)
• Create and update tasks assigned to a project from outside applications
• Signoff on tasks
• Create and update checklists for existing tasks
• Create and update issue points for existing tasks
• Link documents to existing tasks
• Add deliverables to existing tasks
• Create searches to return a list of tasks based on various criteria
• Update budget and actual time for existing tasks
• Extract task details, including status, deliverables, checklists, and issue points, to create reports and analytics