CCH Axcess Engagement Pro combines powerful trial balance software, advanced working paper software, and cloud-based collaboration tools into one seamless platform. Designed for firms of all sizes, and for all types of engagements, the solution transforms workflows, from preparation to final delivery, by enabling real-time collaboration, automating key processes, and connecting workflows across departments.
- 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. Seamlessly integrated with the CCH Axcess™ platform, 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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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.
The solution addresses a critical need in the marketplace by leveraging predictive intelligence to help tax and accounting firms provide proactive advisory services to their clients. The software saves users time, increases client satisfaction, and enables firms to position themselves as trusted advisors
Robert Tilton from WebsterRogers LLP shares why he decided to use CCH Axcess™ Audit Solutions in his firm.
Power your audit firm with CCH Axcess audit solutions
Robert Tilton, CPA and Partner of Webster & Rogers, LLP shares why his firm adopted CCH Axcess Engagement to create efficiencies to their firm's audit and tax practices.
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Recommended CPA firm resources
Check out these resources to discover how you too can benefit from a streamlined engagement solutions.
Engagement Pro ROI Calculator
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Wolters Kluwer's annual accounting industry survey report
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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 audit excellence your standard
See how CCH Axcess Engagement Pro transforms your workflow so you can experience smarter, faster, and more connected audits.