Key Takeaways:
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Selecting a tax client portal is a decision that will have a large impact on the overall practice management of your tax firm and on the client experience your practice provides. A client portal serves as a one-stop shop for client collaboration and managing client tasks. Follow this guide to help your firm find a client portal that meets your and your client’s needs.
Table of Contents:
- CCH Axcess: Top Used Tax Prep Software
- The Value of CCH Axcess Tax
- How Harness With CCH Axcess Can Power Your Tax Practice
- Harness and CCH Axcess Tax FAQs
CCH Axcess: Top Used Tax Prep Software
CCH Axcess Tax is not only a powerful tool but also a proven solution for scaling firms.
According to a survey conducted by The Tax Adviser, CCH Axcess is the most used tax preparation software among firms with over 100 tax professionals. This wide adoption underscores its reliability and effectiveness in managing complex tax scenarios and large volumes of work.
Furthermore, CCH Axcess Tax is particularly preferred for business returns. The same survey by The Tax Adviser found that CCH Axcess Tax was the most used tax software for preparing business returns, capturing 21.6% of the market. This popularity highlights its capability to handle business tax compliance efficiently and accurately.
The Value of CCH Axcess Tax
In the busy world of tax preparation, firms require solutions that not only enhance efficiency, ensure accuracy, and enable scalability. This is why at Harness, we give tax practices the option to leverage CCH Axcess Tax to meet the needs of tax firms of all sizes.
By leveraging Harness’s tax practice management software solutions, tax firms gain access to CCH Axcess Tax, offering the following benefits:
A Comprehensive Cloud-Based Solution
CCH Axcess Tax offers an intelligent, scalable tax preparation, compliance, and workflow solution developed specifically for the cloud. The software is suitable for firms of all sizes, providing seamless access to tax prep tools from any location. By leveraging the cloud, firms can aim to enhance collaboration and improve workflow efficiency.
A User-Friendly Interface
Modeled after the familiar layout of Microsoft® Office, CCH Axcess Tax is intuitive to navigate, making it simple for users to perform their tasks. The inclusion of helpful tooltips provides instant information about the function of various icons. Additionally, the customizable Quick Access Toolbar allows users to organize their most-used tools with simple drag-and-drop functionality, further streamlining their workflow.
Data Integrity
Maintaining data integrity is crucial in tax preparation. CCH Axcess Tax utilizes a single integrated database with the goal of ensuring all information is accurate, complete, and consistent. This common database eliminates the need for multiple data entries, significantly reducing the risk of errors. Once data is entered, it automatically populates throughout the system, saving time and ensuring that team members have access to the most up-to-date information.
How Harness With CCH Axcess Can Power Your Tax Practice
Harness offers a range of CCH Axcess tools and services designed to streamline your tax practice, allowing you to focus on what matters most—serving your clients.
Harness Provides CCH Axcess Training and Admin Support
Harness provides training and admin support to tax firms using the CCH Axcess Tax platform, including:
- CCH Axcess Tax Training: We offer live training sessions to ensure that your team is well-versed in using CCH Axcess Tax and add-on modules. Additionally, we assist in migrating your clients to the platform, ensuring a smooth transition for your tax practice.
- CCH Axcess Tax Admin Services: Harness manages licenses, configuration, and add-ons with Wolters Kluwer, relieving your firm from the burden of additional corporate IT and business operations. This allows your team to concentrate on client services without the distraction of administrative tasks.
Harness Provides More CCH Axcess Modules to Power Your Firm
In addition to CCH Axcess Tax, Harness enhances your tax firm’s capabilities with several powerful modules:
- DataScan Capabilities Powered By Harness: CCH Axcess DataScan, powered by Harness, enables user-defined queries to search client files across various applications. This feature allows you to generate reports and provide personalized services by identifying clients affected by tax law changes or specific profile information.
- CCH Xpitax Outsourced Tax Return Prep Powered By Harness: Stabilize your staffing needs with Xpitax® Tax Outsourcing services. Experienced tax professionals prepare returns to your standards, managed by Harness, to increase efficiency and ensure high-quality output.
- CCH AutoFlow OCR Technology: AutoFlow Technology extracts data from 1040 and 1041 client source documents and imports it directly into the tax return, reducing manual data entry and errors.
- CCH Axcess Tax Projector: This tool, integrated into the individual tax (1040) system, offers simple projection capabilities for Federal returns up to one year in advance, assisting in better tax planning for your clients.
Our Favorite Features of the CCH Axcess Tax Platform
CCH Axcess Tax offers tax firms a range of features, with some of our favorites including:
- Comprehensive Tax Form Library: CCH Axcess Tax provides thousands of automatically calculating forms and schedules for federal, state, county, and city entities.
- Instant Notifications: An integrated dashboard offers immediate notifications to tax managers or preparers when a return needs attention. By clicking the note, the return is launched, taking the user directly to the specific field within the return.
- Integration with Leading Cryptocurrency Solutions: Address your clients’ cryptocurrency reporting needs with integrations like CoinTracker™ and LedgibleSM.
- Robust Diagnostics: The platform offers alerts for incomplete returns or tasks, necessary reviews, and conflict resolutions.
- K-1 Import: Export K-1 data from Partnership, S Corporation, and Fiduciary returns and import it seamlessly into other returns. This automation streamlines workflows for complex returns with multiple K-1s.
- 1040 Return Dashboard: This feature helps staff find key insights from the large amount of data generated each year. The actionable intelligence provided can help generate new revenue opportunities for the firm while serving clients more effectively.
Ready to Learn More about Harness and CCH Axcess Tax?
Schedule an intro with Harness today to see how we can help you leverage CCH Axcess Tax along with our entire tech suite to aim to transform your tax practice management software.
In addition to modern tax technology, the Harness platform for tax practices provides your firm with an in-house concierge team, curated client introductions, and a professional community of tax and wealth advisors. Set up a demo today.
Harness and CCH Axcess FAQs
Commonly asked questions about CCH Axcess Tax include:
What does CCH Axcess Tax do?
CCH Axcess Tax is cloud-based tax preparation software that helps tax preparers efficiently complete returns from anywhere. The platform offers various tools to streamline tax prep workflows and thousands of automatically calculating forms and schedules for federal, state, county, and city entities.
What is CCH Axcess Tax pricing?
Wolters Kluwer offers different pricing packages designed to fit the needs of tax firm sizes. At Harness, CCH Axcess Tax and certain add-on modules are included in the overall package pricing.
Is CCH Axcess Tax the same as CCH ProSystem FX?
CCH Axcess Tax and CCH ProSystem fx Tax offer similar capabilities, with the primary difference being CCH Axcess Tax being cloud-based software. CCH Axcess Tax also offers added integration capabilities and less IT maintenance. Both systems provide the same calculation engine and comprehensive library of forms.