CCH Axcess Tax, by Wolters Kluwer, is a cloud-based tax preparation program and a module of CCH Axcess that offers a whole-firm management solution including a workflow management and audit solution. Its features include electronic filing, client collaboration module, and dynamic preparer notes that allow you to generate and respond to an array of note types with one click.
Who We Recommend CCH Axcess Tax For
- Small to midsized accounting firms looking for a cloud-based firm management system: We considered CCH Axcess Tax as one of the best tax software for tax preparers. Axcess Tax integrates with other Axcess modules like Document, Workstream, Portal, and Practice.
- Firms with remote preparers: CCH Axcess Tax is cloud-based, allowing your employees to work from anywhere, increasing quality of life and productivity.
When CCH Axcess Tax Is Not a Good Fit
- Do-it-yourself tax filing: CCH Axcess Tax is built specifically for accounting firms and not for individuals and businesses who wish to file their own returns. For DIY tax preparers, we recommend that you check out our review of the best small business tax software.
- Small budget-minded tax firms: Small tax firms might not be able to afford to add additional Axcess modules to CCH Axcess Tax to get the full benefit of the integrated system.
CCH Axcess Tax Alternatives 2020
Tax Software for Tax Preparers
Accountants who want high-end tax software that can calculate consolidated and oil and gas returns
QuickBooks ProAdvisors wanting cloud-based tax software with the ability to import tax data from QuickBooks Online
Tax professionals seeking inexpensive flat pricing for an unlimited number of tax returns
Accountants who want a midpriced option that will transfer information from QuickBooks Desktop
CPAs utilizing CS Professional Suite for their tax and audit practice
CCH Axcess Tax Pros and Cons
Cloud-based system reduces information technology (IT) demands on your firm
No pricing information without speaking to a sales representative
Integrates with CCH Axcess for a cloud-based management system
Very little information available regarding technical aspects of software
Allows you to communicate with your clients in real-time
Many features require add-ons for an additional fee
Includes system alerts for quick data correction
CCH Axcess Tax Pricing
CCH Axcess Tax’s pricing information is not available on its website. Prices may vary depending on the features included in the subscription. You may contact the provider to request more pricing information.
CCH Axcess Tax Features
CCH Axcess Tax provides a robust set of modules and features designed to help accounting firms simplify their tax and accounting duties. CCH Axcess Tax can help you with your tax workflows with several features.
Client Collaboration Module (Add-on)
The Client Collaboration module provides a unified hub for accounting firms to communicate with their clients easily. Firms can send and receive engagement letters, review returns, obtain e-signed 8879 forms, and more. Meanwhile, clients can review, approve, and return engagement letters and import W2s, 1099s, and 1098s from their financial institutions.
e-Filing Status System
The online electronic filing status system lets you review and check the status of all your electronically filed returns.
Financial Prep (Add-on)
The CCH Axcess Financial Prep module helps group trial balance accounts and tax codes to create financial statements easily and speed up the preparation of business tax returns. The Financial Prep module integrates with both Xero and QuickBooks Online bookkeeping software.
Review returns on your screen using tick marks and preparer notes.
CCH Intelliconnect (Add-on)
Links to CCH Intelliconnect tax research service to research and find answers to difficult questions without leaving the tax return.
Axcess Portal (Add-on)
The Axcess Portal enables clients to access and review documents online, eliminating the need to send paper communications, like financial statements and source documents.
Summary of CCH Axcess Tax Reviews
There are very few up-to-date CCH Axcess Tax reviews as of this writing. A few users who reviewed the software on TrustRadius commented that it is user-friendly and customizable, but its sales representatives are not that responsive and that placing an order takes time.
CCH Axcess Tax is a good choice for small accounting firms looking for a cloud-based firm management solution that includes tax preparation. One of its biggest perks is the availability of extensive tax research tools from Wolters Kluwer that provide reliable guidance to complex tax issues.