CCH Axcess
The integrated cloud platform for modern accounting firms.
Executive Summary
CCH Axcess by Wolters Kluwer is a fully integrated, cloud-based platform designed to meet the diverse needs of modern accounting firms. It offers a comprehensive suite of modules including CCH Axcess Tax for compliance, CCH Axcess Audit for engagements, CCH Axcess Document for centralized document management, CCH Axcess Portal for secure client collaboration, and CCH Axcess Practice for firm management. The platform's cloud architecture provides anytime, anywhere access, allowing professionals to work remotely without sacrificing productivity. A key differentiator of CCH Axcess is its integration of artificial intelligence and machine learning technologies, which streamline operations, empower staff, and enable sustainable growth by focusing on higher-value tasks.
Use Cases
- Streamlining tax preparation and compliance for individuals and businesses.
- Automating client collaboration, document exchange, and secure messaging.
- Enhancing firm management, workflow efficiency, and project tracking.
- Providing strategic tax advisory services by uncovering opportunities in client data.
- Managing audit engagements with scalable end-to-end workflows.
- Centralized document management, storage, and version control.
Features
Visibility
- Customizable Dashboards: Gain real-time insights into firm performance and project status with flexible and customizable dashboards.
- Return Manager Views: Filter tax return information and create custom views based on preferences for efficient review.
- Electronic Filing Status System: Receive near real-time e-file notifications and track the status of electronic filings.
- Activity Logs and Reports: Track user activity, access, and usage within the platform for auditing and oversight.
- Project Status Overview: Get a clear overview of all projects, their current status, and team member assignments.
Intelligence
- AI-powered Data Ingestion (CCH Axcess Scan): Utilizes AI to classify and extract data from client documents like W-2s and 1099s, reducing manual entry and ensuring accuracy.
- Expert AI Diagnostics: Provides intelligent tools with clear, actionable guidance to quickly resolve problems within tax returns.
- Conversational AI (CCH Axcess Intelligence): Enables professionals to ask questions, summarize documents, and extract insights, grounded in trusted research.
- AI-powered Calendar Scheduler: Analyzes timelines, staff availability, and task dependencies to recommend optimal staffing and automate routing within workflows.
- AI-driven Advisory Insights (CCH Axcess Advisor): Helps firms scale advisory services by surfacing opportunities in client data and assisting in drafting outreach.
Support
- Multi-channel Support: Access support via phone, chat, and a comprehensive knowledge base.
- Self-guided E-learning (Learning Portal): Offers self-guided training and detailed demos to help users master the software.
- Online Community: Connect with other tax professionals for insights and assistance.
- Dedicated Implementation Consultant: Receive personalized guidance throughout the implementation process, including data migration and configuration.
Technical Specifications
- Architecture
- Cloud-native SaaS, common client database
- Deployment
- Cloud/SaaS
- Authentication
- SSO, MFA
- API Available
- Yes
- MCP Server
- No
AI/ML Stack
- Machine Learning
- Computer Vision
- NLP
- LLM
Security & Compliance
Certifications: SOC 2 Type II
Encryption: AES-256 at rest, TLS 1.3 in transit
Pricing
- Model
- Subscription basis, tiered packages (e.g., Essentials, Pro, Complete)
- Starting Price
- Contact sales for most packages; CCH Axcess Tax Essentials offers packages based on authorizations (e.g., 100, 200, 400 returns/year) or pay-per-return.
- Target Customer
- SMB, Mid-market, Enterprise accounting firms
- Contract Type
- Annual subscription
- Free Trial
- No (credit card required)
Ratings & Reviews
G2: [object Object]/5 · Capterra: [object Object]/5 · Gartner: [object Object]/5
About Wolters Kluwer
Wolters Kluwer N.V. is a Dutch multinational company. It provides information, software, and AI solutions for professionals in healthcare, tax, accounting, finance, legal, and compliance sectors.