Using CCH Axcess Tax Product Interfaces

An integrated workflow with other CCH Axcess products and a centralized client database produce a streamlined and intuitive tax preparation experience. The products and services that interface with Tax include:

  • Batch Manager. Manage multiple return batch processes, such as calculation and print.
  • CCH Axcess™ Document. Send tax return print files to Document, providing your firm with a centralized and searchable storage location for your files. From there, returns can also be published to client portals.
  • CCH Axcess™ Practice. Send tax return invoice details as a progress bill to Practice Billing and Invoicing. Post time clock transaction detail for each tax return session to Practice Time Capture.
  • CCH Axcess™ Workstream. Link returns to projects, send return status to Workstream, and access project route sheets.
  • CCH® ProSystem fx® Engagement. Send tax return print files to a workpaper tab in an Engagement binder.
  • CCH® eSign. Send documents for electronic signature during the electronic filing export process.
  • CCH® IntelliConnect®. Link to up-to-date tax information with powerful search functionality, giving you access to the industry’s best content, greatly reducing your research time and improving the accuracy of your work.
  • CCH® Scan. Identify returns that could be affected by legislative changes, such as tax rate or tax bracket updates, and system updates that resolve filing or calculation issues.
  • Client Manager. Share common client data between a client profile and a tax return.
  • Correspondence Manager. Access letters from open returns, offering you complete control over correspondence content and style.
  • DataScan. Create keywords that can be associated with a specific form and field in a tax return. You can use these keywords to filter the available forms and fields when generating a new scan in DataScan.
  • Electronic Filing Status System. Export electronic files to the Electronic Filing Status System. You can also access the Electronic Filing Status System from Tax.
  • My1040Data Toolkit. Create Organizers for Pro Forma and new clients with My1040Data Toolkit to assist in gathering the information necessary to prepare Individual tax returns. After sending a My1040Data link to your clients, you can use the Toolkit to monitor, track, and view the contents of each client's My1040Data Organizer.
  • Reports Manager. Run and review reports that include authorization and return processing detail in Reports Manager.