CCH Axcess
The Accountant's Smart Choice for a Future-Ready Tax and Accounting Practice.
Overview
CCH Axcess, from Wolters Kluwer, is a comprehensive, integrated suite of software for CPA firms. It operates on a single, central database and offers a range of modules including CCH Axcess Tax, Practice, Document, Portal, and Workstream. This allows firms to build a customized solution that covers tax preparation, practice management, document management, client collaboration, and workflow automation. It is designed to enhance efficiency and drive growth for firms of all sizes.
✨ Key Features
- Tax Preparation and Compliance
- Practice Management
- Document Management
- Client Portal
- Workflow Automation (Workstream)
- Time and Billing
🎯 Key Differentiators
- Fully integrated suite built on a single database.
- Comprehensive tax compliance capabilities.
- Long-standing reputation and trust in the industry.
Unique Value: Provides a single, integrated cloud solution that connects all aspects of a firm's tax and accounting work, from compliance to practice management.
🎯 Use Cases (4)
✅ Best For
- End-to-end tax preparation process for various return types.
- Managing a high volume of clients and documents in a centralized system.
- Automating workflow steps for tax and audit engagements.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Small firms or sole practitioners who need a simple, low-cost solution.
- Firms that require extensive integrations with third-party, non-CCH applications.
🏆 Alternatives
Offers a more deeply integrated suite of tools compared to using multiple point solutions, and more advanced tax capabilities than many modern practice management platforms.
💻 Platforms
✅ Offline Mode Available
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Available tier)
🔒 Compliance & Security
💰 Pricing
Free tier: N/A
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