Replacement Guide

How to Build Your Own CCH Axcess

Replace CCH Axcess with a custom build. 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.

Few Days
34 features1 integrations3-5 days

Estimated Timeline

Based on 34 features at Few Days difficulty, expect about 3-5 days with AI-assisted development.

1
Architecture & setup
Half day
2
Core features
2-3 days
3
Testing & polish
1 day

Recommended Tech Stack

Next.js 14

Full-stack React framework with API routes and server components

Supabase

PostgreSQL database, auth, and real-time subscriptions

Tailwind CSS

Utility-first styling for rapid UI development

Key Features to Replicate

Top features across 8 categories. See all 34 features

Audit(7 features)

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

+2 more in this category

Integration(3 features)

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

Tax Preparation(3 features)

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 features)

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

AI(2 features)

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

Analytics(2 features)

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

Client Collaboration(2 features)

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

Reporting(2 features)

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

Cost Calculator

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

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