The industry-standard cloud-native platform for automated tax compliance and firm management.
CCH Axcess, developed by Wolters Kluwer, is the premier cloud-native tax preparation, compliance, and firm management solution designed specifically for large accounting firms and corporate tax departments. By 2026, the platform has fully integrated its GenAI-driven 'CCH Axcess IQ' module across the entire ecosystem, enabling predictive tax planning and automated legislative impact analysis. Its architecture is built upon a single, centralized database, which eliminates data silos and ensures real-time synchronization between tax returns, document management, and practice billing. The technical infrastructure utilizes the CCH Axcess Open Integration Platform (OIP), a robust set of RESTful APIs that allow for deep extensibility into third-party CRM, ERP, and wealth management systems. As the industry shifts toward 'advisory-first' models, CCH Axcess positions itself as the core engine for data-driven insights, moving beyond simple compliance into proactive financial strategy through its advanced data-mining capabilities and automated workflow orchestrations.
A predictive intelligence engine that matches tax legislation changes with the firm's specific client database.
Verified feedback from the global deployment network.
Post queries, share implementation strategies, and help other users.
A comprehensive set of RESTful APIs and web services for bi-directional data flow.
Real-time synchronization between accounting trial balances and tax forms with automated grouping.
SOC2-compliant encrypted exchange portal with automated request lists and e-signatures.
Conditional logic-based workflow engine that routes tasks based on staff availability and project status.
Deep data-mining tool for extracting specific data points across the entire firm's return history.
Internal knowledge management system integrated directly into the tax prep interface.
Manual data entry bottlenecks during peak tax season.
Registry Updated:2/7/2026
E-file submitted.
Manually searching thousands of clients when tax laws change.
Uneven distribution of work across multiple office locations.