Are you using CCH Axcess Tax to manage your firm’s tax returns? You’re not alone. According to the 2024 Tax Software Survey by Paul Bonner, CCH Axcess is the #1 choice among firms with 20 or more tax preparers for handling CCH Tax Returns. This software has become essential for large CPA firms, and one of its most impressive and unique features is the powerful API add-on. This API allows firms to automate the data exchange process, saving time and reducing errors.
The Challenges of Manual Data Entry
For a typical CPA firm, preparing tax returns involves reviewing forms and documents and summarizing them into Excel worksheets—often customized and proprietary to the firm. From there, data needs to be manually entered into the tax software. With each tax return containing anywhere from 10 to hundreds of data points, this manual data entry can be both time-consuming and error-prone. It’s not only monotonous but also an inefficient use of highly skilled tax professionals’ time.
A Smarter Way to Work: Automate CCH Tax Return with Silver Sea Analytics
At Silver Sea Analytics, we’ve developed a solution that harnesses the power of the CCH Axcess Tax API to automate data entry. Our approach involves integrating your existing Excel worksheets with CCH Axcess Tax, allowing seamless data transfer and validation. In a recent project, we automated the process of importing data from Excel into the tax software, saving our client thousands of hours that would have otherwise been wasted on manual entry.
We didn’t just stop at data transfer. We also implemented automated validation checks to ensure the data in CCH Axcess Tax matches the information in the Excel worksheets. This added layer of accuracy gives tax professionals peace of mind, knowing that their data is consistent and reliable.
The Benefits of Automation with CCH Tax Return:
- Time Savings: Automating data entry eliminates repetitive tasks, freeing up thousands of hours for your team to focus on higher-value work.
- Increased Productivity: With less time spent on mind-numbing data entry, tax professionals can complete more projects, even with limited resources.
- Data Accuracy: Automated validation ensures that data is entered correctly, reducing the risk of errors and increasing confidence in the results.
- Employee Satisfaction: Your team will appreciate the shift from repetitive tasks to more meaningful work, improving morale and job satisfaction.
See Our Solution in Action
Curious about how this works? Check out our video to see our automated solution in action and discover how we can transform your tax workflow. By leveraging CCH Axcess Tax’s API capabilities, Silver Sea Analytics is here to make your data entry process faster, more efficient, and error-free.
By implementing automation in your firm, you’re not just saving time—you’re enhancing the quality of your work and empowering your team to do what they do best: delivering exceptional tax services. Don’t let manual data entry slow you down. Explore the future of tax preparation with Silver Sea Analytics.