End-to-end automation for CCH Axcess Tax

Eliminate the manual work in tax preparation.

Our solution leverages the powerful CCH Axcess Tax API with low-cost, effective SharePoint infrastructure. Securely hosted on premise and authenticated via Office 365.

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How it works
Step 1
Initial setup
Connect CCH Axcess Tax & sync your return list
Step 2
Generate PBC & collect docs
Bulk lists, gathered via SharePoint
Step 3
Extract & classify
AI OCR reads the forms, staff review and confirm
Step 4
Push to CCH
Reviewed data writes back — one client or many
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Feature
The problem it solves

What you get

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