We’ve built CCH Axcess solutions for firms at every stage. Pick the one that fits you now.

PBC LIST MANAGEMENT & TAX DATA ENTRY

Document Chasing Burns 6–10 Staff Hours Per Week — Per Staff Member — Every Week of Tax Season

For a firm with 10 staff running 300 returns, that’s not overhead — it’s a second job your team is working unpaid. And the burden scales with every client you add.

Automated Tax Data Entry — Direct Push from Excel to CCH Axcess Tax

Our automation pushes data directly from the Excel Tax Prep Workbook into CCH Axcess Tax through the API and recalculates the tax return. Then it automatically validates that all summary sheets match between that Excel file and Axcess Tax.

✅ Save 1-5 hours on data entry for each tax return
✅ Mitigate time spent on rounding issues
✅ Mitigate clerical typo issues
✅ Speed up the clerical review process

Automated Progress Invoice Allocation

Oftentimes, firms need to track unbilled WIP balance at project level but struggle with the misalignment that progress invoice is only issued at the client level. To bridge the data gap, we recreated this solution to automatically allocate open invoices to recently completed projects and allow users to override with the correct data. We can then pull this information into Power BI for further analytics.

✅ Automatically allocate unapplied Progress invoices to projects
✅ Enable visibility into Project’s Work In Progress invoices
✅ Catch aged unbilled WIP before they’re too obosolete to billl the client.

Client and Invoice data sync to QBO

Many firms maintain client list and track time entries and create invoices from Practice Management software, then manually key in the client and invoice information in Quickbook Online Accountant to send to the clients. We automate that whole process by pushing data from PM software directly to Quickbook in just a few clicks.

✅ Automatically push client and invoice data from Practice Management to Accounting software such as Quickbook Online
✅ Push invoice line items and descriptions to Accounting Software
✅ Hundreds of hours saving in manual data entries for Accounting department

Automated AR reminder and Payment collection

Help streamline cashflows by making it extremely convenient to review unpaid invoices and remind clients within a few clicks.

✅ Automatically send email remainders based on a threshold, or let user manually sends it.
✅ Prefill the invoice numbers, amount to keep one invoice per payment, making it easier to reconcile
✅ Automatically pass on 2.9% credit card fee to the customers