Improve tax compliance and firm scalability with integrated tax preparation software 

CCH Axcess Tax video

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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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

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Converting to CCH Axcess Tax

Taking on a significant technology transition can feel daunting, and we know switching tax software can be a hassle. But we have a team of experts to make the process as painless as possible. Our implementation teams have helped thousands of firms switch to CCH Axcess Tax through meticulous planning, seamless data conversion, and comprehensive training.

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

BIG Innovation Award 2024

Innovative Software Product, winner

CCH Axcess Tax

2024 BIG Innovation Awards

2023 Silver Globee Business Awards logo
Achievement in Existing Product, silver winner
10 years driving innovation and transformation in the accounting industry
2023 Globee Business Awards 
2023 Gold Globee Business Awards logo
Digital Transformation, gold winner
CCH Axcess Tax 1040 Return Dashboard
2023 Globee Business Awards
International Business Awards 2023 Stevie Winner Bronze
Work Management Platform, bronze winner
CCH Axcess Tax 1040 Return Dashboard
2023 IBA Stevie Awards

Recommended CPA firm resources

Check out these white papers and eBooks to discover how you too can benefit from a digital tax workflow.
Experience tax prep and compliance in the cloud
See CCH Axcess Tax in action and find out what it can do for you!

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Learn more about our intelligent, scalable and fully integrated tax preparation, compliance and workflow solutions and how they can benefit your business.

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