CCH Axcess™ stands out as a leading practice management and tax solution used by 94 out of 100 top Accounting firms in the US, offering comprehensive functionalities and providing enormous potential for advanced data analytics and API integrations.

Our innovation solutions bridge the gap between this cutting-edge platform and actionable intelligence, helping you fully harness the unlimited potential of your accounting data, tap into real-time insights, automate reporting, and drive more strategic decision-making.

Disclosure: we’re not affiliated with or endorsed by CCH or Wolter Kluwers

Diagram showcasing various modules and automation tools integrated with CCH Axcess suite. The diagram is color-coded to indicate different functions: CCH Data Axcess Utility, CCH Axcess Practice, CCH Axcess Tax, CCH Axcess Workstream, CCH Axcess Document, and CCH Axcess Workflow. Surrounding each module are associated solutions like dashboards, OCR, document sync, and time entry reminders. Icons indicate features like RPA process automation, web applications, system integration, and ML/AI components.

Custom tailored Automation and Integration solutions

Implement our cutting edge solution solutions within weeks

Our solution can automatically review Time Entry reports from CCH Axcess, identify any exceptions (e.g., below or above a target threshold), and remind the staff to remedy and/or report to HR or relevant managers.

Time Entry Illustration

✅ Ensure timely and accurate data for payroll, billing, and evaluation

✅ Prevent missed revenues and potential write-offs

✅ Save admin time for HR, accounting, and managers

✅ Maintain consistent rhythm and compliance across the firm

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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

✅ Provide mini-breaks for tax professionals

✅ Speed up the clerical review process

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Creating projects in CCH Axcess™ Workstream requires a lot of manual data entry involved. Unfortunately, CCH does not support migrating Workstream projects. Therefore, Silver Sea created an RPA that would help automate the project creation process, helping you complete your migration effort.

✅ Save time on manual data entries

✅ Ensure a complete and smooth migration

✅ Optimize your workstream templates and reports

✅ Prepare and review data for migration

✅ Execute the migration

✅ Automate ongoing monitoring

✅Capture historical data that’s not available even in the Data Axcess Utility

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Oftentimes, firm admins need to run CCH Axcess™ reports for various purposes, which is time-consuming and manual. To alleviate this problem, our solutions can generate system reports and automate the preparation/manipulation, saving time and relieving stress.

✅ Automate time entry data for payroll

✅ Automate month/quarter / annual closing process

✅ Automate staff evaluation reports

✅ Automate project monitoring reports

✅ Automate time entry reminders and approvals

✅ Automate follow-ups on aged Accounts Receivables

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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.

✅ 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.

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

Turn data into insights. Empower you in the board room

Uncover valuable insights with our Business Intelligence dashboards

Are you tired of static reports that take too long to run? Do you not get the information you actually need, or is the format not usable? Our Power BI reports provide clear and actionable answers to many critical questions and KPIs.

Then, you can target specific groups or components with relevant data and easily drill down from a high-level overview to detailed transaction information. Therefore, you’ll enjoy valuable insights within minutes to make informed decisions.

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This video shows how effective use of basic charts and graphs can help uncover insights from time entry data. First, you can interact with the dashboard, and drill down to the detailed transactions.

In addition, you can also add comments and tag coworkers, who can reply and resolve the issues.

This dashboard report can highlight and alert you when things are below or above certain KPIs, and help you efficiently monitor your team’s productivity.

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CCH Axcess Data Axcess Utility (DAU) can be unreliable with errors in refresh operations or missing data, all without warnings. As a result, your team might be left frustrated.

Our Solution automatically monitors the refresh logs and alerts the IT admin of any refresh issue, attaching the log.

This ultimate solution also validates the DAU’s data against relevant CCH Axcess Practice reports and notifies the users when data are actually matching and reliable. Automatically do a full refresh of the tables having data problems.

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Demo RPA creates Workstream Projects from Excel

Creating projects in CCH Axcess™ Workstream can be tedious, complex, and error-prone, given the amount of manual data entry involved. That’s why Silver Sea created an RPA solution that would save time when you need to migrate from another system to CCH Axcess Workstream or automate the project creation process as part of client onboarding or renewal.

This powerful tool minimizes errors, ensures accuracy, and eliminates tedious manual setups. Experience unparalleled efficiency with our innovative solution!

Import Tax data from Excel into CCH Tax Software

Data entry into tax software is an essential part of the tax preparation process, but it is so time-consuming! Our automation technology helps save this time by feeding the data directly into CCH Axcess Tax through the API. Check out our demo video to learn more.

Technology: Python, Excel, CCH Axcess Tax

Value: save time on data entry and manual validation, reduce human error, free up tax professionals during busy season

Update CCH Axcess™ clients via Excel

As the usage of CCH Axcess™ grows and firms go through mergers and acquisitions, many firms struggle to maintain the data clean and consistent. System configuration is no longer optimal or consistent. Running reports also become inefficient and inaccurate.

We can help you review your data and use automation technology to clean it for accurate reports. Using Excel is an effective way to bridge the review and mass-update processes. The best part is that it works without any API package!

Automatically executes CCH Axcess™ reports to Excel

Are you tired of reconfiguring and waiting for Axcess reports to run for your monthly/quarterly closing process, staff evaluation or operational reports? Our automation solution streamlines the report generation process and data manipulation, saving time and relieving stress.

Insightful and Interactive Firm Overview Dashboard

Are you tired of static reports that take too long to run? Do you not get the information you actually need, or is the format not usable? Our Power BI reports provide clear and actionable answers to many critical questions and KPIs. You can target specific groups or components with relevant data and easily drill down from a high-level overview to detailed transaction information. Get the insights you need within minutes to make informed decisions.

The New Culture of Collaboration

Static Excel reports, and endless email exchanges full of screenshots are things of the past. It’s time to adopt a new way of collaboration. This video shows how we analyze time entry data. The report generated from any other system is usually limited and boring. However, with Power BI, you can view insightful charts and graphs, interact with the dashboard, and drill down to the detailed transactions.

You can also add comments and tag coworkers, who can reply and resolve the issues. This dashboard report can highlight and alert you when things are below or above certain KPIs. Consequently, it can effectively help you monitor your team’s productivity.

CCH DAU Monitoring Solution

Without a doubt, CCH DAU can be a valuable resource, but often, you may find your data missing. Your dashboards or automation can be unreliable, and your team might be frustrated. Our new DAU Monitoring Solution offers:

A dashboard to track the status of DAU refreshes that is easy for any user to understand.

Instant error detection alerts the administrator of any refresh issue, including the log.

Automated resolution to fix any issues that prevent tables from refreshing.

Automated integrity check to automatically validate DAU data against relevant CCH Axcess Practice reports.

Eliminate the time-consuming manual research and server logins. Our automated solution eliminates the risk of undetected errors and ensures data integrity