As the profession continues to transform, firms can no longer afford to wait around for their software providers to catch up. Other providers remain two steps behind, but CCH Axcess™ is ready to meet the challenge. CCH Axcess Tax offers a combination of reliability and innovation, so your firm can take advantage of the following:
- Comprehensive forms and calculations
- Innovative technology and integration
- Flexible for any size firm
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Anywhere, anytime access with cloud-based security
Customizable Return Manager
The enhanced Return Manager allows you to customize the information displayed based on what you need to see, and quick filters allow you to arrange tax returns in the desired order.
- Access 7 years of returns in one central location.
- Save time by taking action directly from the Return Manager grid.
- Tailor the interface to your needs by setting up custom views and toolbar.
K-1 Automation
CCH Axcess Tax K-1 automation provides firms with a more streamlined tax workflow for complex returns with multiple K-1s so firms can overcome capacity challenges and growth constraints.
- Streamline complex returns with a centralized K-1 Manager screen.
- Map activities from the K-1 to the 1040 Schedule E, and roll over the mapping to next year.
- Minimize pre-work by reclassing K-1 data at the time of import.
- Map state K-1 data to see state and federal K-1 data side by side. (California only in 2024. Other states to come in 2025.)
1040 Return Dashboard
Surface key insights from client 1040 returns. With actionable intelligence on the dashboard, accountants can generate new opportunities and revenue while serving clients more effectively.
- Resolve problems faster with key dates, statuses and information in one dashboard.
- Identify areas that are more likely to require special attention.
- Monitor return progress in real time to provide more responsive client service.
AI-enabled search bar
The CCH AnswerConnect AI-enabled search bar provides trusted information with less disruption. The quick responses to research questions are relevant, easy to understand, current and accurate.
- Find quick and easy-to-understand answers based on trusted Wolters Kluwer content.
- Explore additional context and research paths with related questions and links to sources.
- Access editorially curated answers to common questions, validated by Wolters Kluwer’s in-house experts.
Flexible CCH Axcess Tax package options for firms of all sizes
CCH Axcess Tax
Essentials
1-4 user licenses
Accessible cloud-based tax software configured with the specific feature and content needs of smaller accounting firms in mind. The various available packages are designed around what you use and need most, with forms and schedules that simply make sense, with the power of CCH Axcess Tax in your office.
Packages include:
- CCH Axcess™ Tax
- CCH Axcess™ Planning
- Turnkey Setup
- Free e-Learning resources
- Additional modules available
CCH Axcess Tax Pro Package
1-19 user licenses
The essentials for maximizing tax prep efficiency. Combine the award-winning CCH Axcess Tax and the auto-populating features of CCH® ProSystem fx® Scan and Autoflow to free up time for more valuable work. (Offer valid for new customers only)
Limited-time offer includes:
- CCH Axcess Tax
- CCH ProSystem fx Scan with Autoflow
- Professional onboarding included
- Conversion, migration, and training included
- Additional modules available
CCH Axcess Tax Complete Package
1-9 user licenses
An all-inclusive solution that includes all states and forms, implementation, training and support for one low price. Choose a solution that is accurate and complete, without exceptions. (Offer valid for new customers only)
Package includes:
- All states
- CCH Axcess™ Planning
- Implementation consulting
- Set-up and introductory training
CCH Axcess Tax
Flexible licensing options
An all-inclusive solution that includes all states and forms, implementation, training and support for one low price. Choose a solution that is accurate and complete, without exceptions. (Offer valid for new customers only)
Package includes:
- All states
- CCH Axcess™ Planning
- Implementation consulting
- Set-up and introductory training
Converting to CCH Axcess Tax
Step-by-step implementation
The implementation process for CCH Axcess™ Tax is designed to be as seamless and efficient as possible. Each phase of the implementation is meticulously planned and executed to ensure that the firm is fully prepared to leverage the new software, with experienced consultants providing guidance on technical considerations, system requirements, and data validation.Seamless data conversion
Data conversion is a critical component of the implementation process, allowing firms to import existing data into the new system. The CCH Axcess™ Tax conversion process is self-service and can be done through an easy-to-use online interface. For enhanced conversion needs, the Xpitax team offers premium services to ensure accurate and efficient data conversion with minimal effort from the firm’s team.
Comprehensive training
Proper training is essential to maximize the benefits of the new software. Wolters Kluwer offers flexible training options tailored to the specific needs of each firm. Training delivery methods include one-on-one on-site training, one-on-one web training, webinars, and eLearning opportunities. These options provide firms with the flexibility to choose the most suitable method for their needs and budget.
CCH Axcess success stories
Awards and recognition
Innovative Software Product, winner
CCH Axcess Tax
2024 BIG Innovation Awards
Recommended CPA firm resources
Additional resources
Discover CCH Axcess solutions
As the accounting profession’s first modular, cloud-based tax preparation and compliance, workflow management and audit solution, CCH Axcess delivers a powerful set of innovative features designed to make the tax and accounting industry more efficient and profitable.