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An Introduction to CCH Axcess
An Introduction to CCH Axcess
Award-Winning Cloud Software

CCH Axcess is the only complete cloud solution, allowing you to transition effortlessly from return preparation, to research, to document exchange and billing. And since it’s all in one system, you don't have to worry about configuring integration points — you have complete visibility into nearly every aspect of your firm, from real-time project updates to larger workflow trends and key performance indicators.

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CCH Axcess in the Cloud

Work from the cloud, no strings attached

Working in the cloud with CCH Axcess gives you the freedom to work on your own terms. Work from home without sacrificing productivity, travel or attend conferences without disconnecting, and visit clients with the full capability of your firm from your laptop.

Running your firm presents many challenges, but CCH Axcess is the one solution that gives you the anytime/anywhere flexibility you need.

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Streamlined tax workflow

  • Tax workflow
  • Streamlined data entry
  • Flexible for any size firm
CCH Axcess Tax
Your complete digital tax workflow

CCH Axcess is the only solution that connects every step of your tax process within one cloud-based system. From form completion, to billing, to workflow reporting, everything is smooth and continuous. No relying on limited integration points or switching between software, just uninterrupted productivity and unmatched automation.

CCH Axcess Tax
Tax
Streamlined data entry

Scan and review. That's all it takes. CCH Axcess' AutoFlow technology automatically recognizes values from scanned documents and imports them into forms, shifting time consuming data entry and organization away from your staff so they can focus on high value work.

Learn About the Digital Tax Workflow
Single Dashboard
The right combination of value and features
Whether you're starting your own firm, taking an existing firm to new heights, or preparing for M&A, CCH Axcess Tax is comprehensive enough to grow with your firm, while offering affordable pricing for even the smallest firms.
Information for Smaller Firms

An integrated audit experience

  • Award-winning solutions meet the cloud
  • Auditor empowerment
  • Quality audits
CCH Axcess Audit Solutions
CCH Axcess™ Audit Solutions

Our award-winning audit solutions are moving to the cloud. Integrated modules support all engagements in your firm on one platform, including preparations, compilations, reviews and audits. Check out CCH Axcess™ Knowledge Coach, the patented, cloud-based solution where all your audit practice aids for planning, risk assessment, review and team collaboration happens.

CCH Axcess™ Knowledge Coach
CCH Axcess Knowledge Coach
Put audits back in the hands of auditors

Many audit systems in place today are built on standardized checklists, discouraging critical thinking and and undermining the auditor's expertise. The Wolters Kluwer approach is to empower auditors, facilitating informed decision making, allowing teams to work together more seamlessly, and monitoring each engagement for completeness and compliance.

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Audit Methodology
High-quality audits

Procedures performed are linked to the risks identified, making it clear why work is being done. Risks and related procedures are summarized in one place, making it easy for reviewers to see the big picture of what is happening with the client and avoid over- or under-auditing.

Learn More About Wolters Kluwer's Audit Methodology

Firm management has never been easier

  • Manage workflows
  • Improve profitability
  • Increase Efficiency
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Manage workflow and maximize productivity
With greater visibility into projects and processes, firms can work more efficiently and create room for growth. CCH Axcess Workflow's browser-based interface offers a modern user experience from almost any computer, and integration with the CCH Axcess platform provides key workflow functionality across multiple areas within a firm. Increase capacity and free up more time to focus on what matters
CCH Axcess Workflow
CCH Axcess Practice
Improve profitability?
No problem.

Spend less time on administrative activities and more time on billable work with streamlined time entry, billing, invoicing, accounts receivable and reporting, including mobile time entry via the mobile app. A flexible billing system suits almost any billing model and allows for a wide range of KPIs for insightful profit reports. Cut through the noise and get down to business.

CCH Axcess Practice
CCH Axcess Workstream
Digitally organize and manage your documents

Streamline the management of documents including tax returns, client correspondence, employee records and email. With electronic filing and automated retention policy capabilities, your business will r educe costs, improve collaboration and mitigate risk.

Be prepared to work from anywhere with document management in the cloud.

CCH Axcess Document
CCH Axcess Small Firm Packages

Special Packages for Smaller Firms

The best-in-class software you want. The price you need. The superior support you rely on.

Too many small firms feel stuck with their existing software. You know you’ll outgrow it one day, but limited feature sets are holding you back from ever getting there. Be more than your software’s limitations. Unlock your firm’s potential with our new, affordable CCH Axcess package options for firms who need 15 licenses or less, and enjoy professional support and training at no charge to ensure you make the most of this powerful solution.

See Special Packages for 1–19 Users

CCH Axcess — The difference is clear

From advanced analytics, to unmatched outsourcing and client collaboration tools, you won't find comparable add-ons anywhere else.

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More impactful client advisory services

Your firm is sitting on a goldmine of client data, but turning that data into actionable insights can take hours and hours of analysis. Predictive intelligence can not only help turn data into insights, but also identify new opportunities to support clients.

CCH Axcess™ iQ
Outsourcing Services
High-quality outsourcing

Simplify your tax return processing and relieve some of the pressure of busy season by outsourcing from CCH Axcess to highly-trained tax professionals. Simply change the listed client to "Outsource" and wait for the completed return.

Outsourcing Services
CCH Axcess Client Collaboration

A better way to work with clients

A cloud accounting platform like CCH Axcess helps clients help themselves. Secure, two-way portals offer touch-free self-service options for data and document exchange and give clients transparency into the progress of their tax return.

CCH Axcess Client Collaboration
See CCH Axcess in action

Sign up for a live demo of the CCH Axcess platform.

Register for a CCH Axcess Demonstration
Technology for the lifecycle of a growing firm
Technology for the Lifecycle of a Growing Firm
Written by Arianna Campbell of Boomer Consulting, this white paper offers a 7‑step guide to choosing technology, and it even includes a “project hopper” template firms can use to help evaluate and prioritize their technology needs.
Download the White Paper


CCH Axcess modules

CCH Axcess™ Tax

Tax preparation, compliance, and workflow solutions specifically build for the cloud.


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CCH Axcess™ Client Collaboration

A secure client collaboration platform for firms and their clients to manage all tax workflows.

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CCH Axcess™ Data Axcess

Operate more intelligently with key performance indicators using business intelligence and data visualizations.

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CCH Axcess™ Document

Centralized document storage with comprehensive management features, including retention, version control and collaboration.

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CCH Axcess™ Engagement

Cloud workpaper management and trial balance solution for tax and audit engagements.
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CCH Axcess™ Financial Prep

Maximize efficiencies to prepare balances for business tax returns, with cloud-based trial balance solution integrated with CCH Axcess.

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CCH Axcess™ iQ

Predictive intelligence helps gather client insights to grow tax advisory services and fight commoditization.


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CCH Axcess™ Knowledge Coach

A cloud-based solution for all of your planning, risk assessment, review and team collaboration.

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CCH Axcess™ Knowledge Coach PCR

Streamline your prep, compilation and review engagements with cloud-based PCR software.

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CCH Axcess™ Portal

A centralized hub for client communication and collaboration, designed for ease of use and remote accessibility.

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CCH Axcess™ Practice

Easy to use time and billing with powerful reporting capabilities enabled by CCH Axcess' unique data integration capabilities.

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CCH Axcess™ Validate

Fast track your audit bank confirmations, leveraging blockchain technology.

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CCH Axcess™ Workflow

Browser-based workflow automation to standardize, optimize and automate your processes.

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CCH Axcess™ Workstream

An automated workflow solution with project management and due date tracking features.


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Award-winning CCH Axcess solutions

Accounting Today Top New Product

CCH Axcess Financial Prep

Top New Trial Balance Tool

Big Awards for Business 2019

CCH Axcess iQ

Finalist — New Product of the Year

CPAPA Innovation Award

CCH Axcess Client Collaboration

Tax & Accounting Technology Innovation Award

Golden Bridge Award

CCH Axcess Client Collaboration

Collaboration & Web Tools Award

Big Awards for Business 2018

CCH Axcess

Product of the Year

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