CCH Axcess

wolterskluwer.com/en/solutions/cch-axcess
Accounting Software
Few Days

Spend more time on the work that matters most to your clients and your bottom line with a seamless platform for tax, audit and firm management.

How to Replace CCH Axcess

Overview

CCH Axcess is a comprehensive cloud-based platform for tax preparation, audit, and firm management. It enables accounting firms to work from anywhere while maintaining complete visibility into projects, workflows, and performance metrics. The platform integrates tax compliance, audit engagement, document management, and firm workflow automation into a single system.

Features

34 features across 17 categories

AI(2)

Predictive IntelligenceAIPremium

AI-powered CCH Axcess iQ feature that helps gather client insights to grow tax advisory services and identify new opportunities

Predictive SuggestionsAI

Machine learning-enabled feature that provides intelligent suggestions during tax preparation

Also in: monday.com, Notion, Airtable

AI/Automation(1)

Smart ScanningAI

AI-powered document scanning with advanced categorization and pattern grouping

Analytics(2)

Business Intelligence

Data visualizations and business intelligence capabilities for operating more intelligently with KPIs

Data Axcess

Module for operating more intelligently with key performance indicators using business intelligence and data visualizations

Also in: Hugging Face, Notion, Smartsheet

Audit(7)

Audit Engagement Suite

Integrated cloud-based audit solutions supporting preparations, compilations, reviews, and audits

Auditor Empowerment

System designed to empower auditors with critical thinking support, informed decision making, and team collaboration tools

Data-Driven AuditAI

Advanced audit methodology leveraging AI-enabled data ingestion and data analytics to inform planning and testing

Engagement Pro

Cloud workpaper management and trial balance solution for tax and audit engagements

Knowledge Coach

Cloud-based solution for planning, risk assessment, review and team collaboration with audit methodology and practice aids

Knowledge Coach PCR

Cloud-based PCR (Preparation, Compilation, Review) software for streamlined engagements

Validate (Blockchain)Premium

Fast track audit bank confirmations leveraging blockchain technology

Automation(1)

Automated Data IngestionAI

AI-enabled feature that reduces manual data entry

Also in: monday.com, Notion, Airtable

Billing(1)

Time Entry & Billing

Streamlined time entry, billing, invoicing, and accounts receivable with flexible billing models

Also in: Insightly, Airtable, Obsidian

Client Collaboration(2)

Client Collaboration Platform

Secure platform for firms and clients to manage all tax workflows

Client Portal

Centralized hub for client communication and collaboration designed for remote accessibility

Also in: SmartVault

Core Infrastructure(1)

Cloud-Based Platform

Complete cloud solution allowing work from anywhere without sacrificing productivity

Document Management(1)

Document Management

Centralized cloud-based document storage with retention, version control, collaboration, and electronic filing capabilities

Integration(3)

API Integrations

Open integration APIs enabling firms to create time-saving integrations leveraging CCH Axcess data

CCH Axcess Marketplace

Online resource center for finding software integrations that leverage system data and automate tasks

Integration with CCH ProSystem fx

Seamless integration with CCH ProSystem fx solutions for end-to-end tax workflows

Mobile(1)

Mobile Time Entry

Mobile app for time entry functionality

Pricing(1)

Firm Size-Specific Packages

Special affordable packages for firms with 15 licenses or less including professional support and training at no charge

Reporting(2)

KPI Reporting

Key performance indicator tracking and reporting for workflow trends and firm metrics

Real-Time Project Updates

Complete visibility into firm operations with real-time project status information

Services(1)

Tax Return Outsourcing ServicesPremium

Ability to outsource tax return processing to highly-trained tax professionals

Support(2)

Premier Customer ServicesPremium

Multi-tiered support with faster response times, dedicated specialists, and strategic guidance

Standard Support

Multi-channel support including email, chat, and phone assistance at no additional charge

Tax Preparation(3)

Engagement Essentials

Cloud-based trial balance solution integrated with CCH Axcess for preparing balances for business tax returns

Tax Essentials

Complete and accessible cloud-based tax compliance software specifically designed for small firms

Tax Return Preparation

Comprehensive forms and calculations for tax compliance with innovative technology and integration

Workflow Automation(3)

Digital Tax WorkflowAI

End-to-end automated tax workflow reducing manual processes and improving efficiency

Workflow Management

Browser-based workflow automation to standardize, optimize and automate processes with visibility into projects

Workstream

Automated workflow solution with project management and due date tracking features

Cost Calculator

Pricing data not available for CCH Axcess. Check their website for current pricing.

Build vs Buy

Should you build a CCH Axcess alternative or buy the subscription? Estimate based on 34 features.

Buy CCH Axcess

Better Value
Monthly costContact Sales
3-year totalVaries
Time to deployDays

Build Your Own

Development cost$24,000
Maintenance$360/mo
3-year total$36,960
Dev time~2 months

Buying CCH Axcess saves ~$36,960 over 3 years vs building.

Estimates based on 34 features and a BuildScore of 4/5. Actual costs vary.

Integrations

1 known integrations

CCH ProSystem fx