You're paying $50,000+ annually but using 30% of its potential. While competitors automate everything from return preparation to document routing, you're still manually tracking e-file status and copying data between systems.
Schedule Discovery CallCCH Axcess is powerful—but complex. Most consulting firms don't understand CPA workflow deeply enough to build what you actually need. They know the software, but they've never lived tax season.
Meanwhile, 80% of CPA firms plan to increase automation investment in the next 3 years(Canopy Survey, 2024). The firms implementing now are pulling ahead—reporting 17% higher revenue growth than peers(Industry Research).
Leading firms have automated 80% of individual return preparation(CPA.com 2025). You can too, with someone who understands both the technology and your business.
Direct database access to your CCH data. Build custom exports, automated reports, and real-time dashboards without waiting for Wolters Kluwer support cycles.
Eliminate 1-5 hours of data entry per return. Auto-populate returns from prior year data, client portals, or third-party sources via CCH Axcess Tax API.
Stop manually checking e-file status for 300+ returns. Automated tracking pulls status from IRS/state systems and updates CCH Axcess + your workflow system.
Client uploads document to portal → Automatically files to correct client folder in CCH Axcess Document → Triggers workflow task → Notifies preparer. No manual steps.
Bulk extension filing from CCH Axcess with one click. Automatically updates return status, logs filing date, and notifies clients—cutting admin time by 50%.
Real-time visibility into WIP, realization rate, client profitability, and capacity. Connected directly to CCH DAU for live data—no manual exports.
Sync CCH Axcess client data, return status, and workpaper progress with Karbon. Your workflow system always knows what's happening in tax software.
Client completes SafeSend organizer → Data automatically flows into CCH Axcess Tax → Preparer starts with 80% pre-filled return. Cuts prep time in half.
Need to connect CCH Axcess to QuickBooks Online? Salesforce? SharePoint? We build custom integrations using CCH APIs, DAU, and Python automation.
We map your current workflow, identify bottlenecks, and estimate time savings from automation. You'll leave with specific recommendations—whether we work together or not.
Detailed scope document with technical approach, timeline, and fixed-price quote. No surprises, no hourly billing creep.
We build and test in your sandbox environment. Nothing touches production until you've verified it works exactly as specified.
Major implementations go live May-December. We never deploy during tax season unless you specifically request it.
Ongoing support retainer available. We're here when CCH updates break things or you need to expand the automation.
Steven Tran (CPA, CIA) spent 5 years preparing returns before founding Silver Sea. We've lived your bottlenecks—we know which ones actually matter.
We don't work with every tax software. Our entire team specializes in CCH Axcess (Practice, Tax, Document, Workstream, DAU). Deep expertise, not surface knowledge.
Every developer has 5-10 years experience. No junior staff, no offshore contractors. Your automation is too important for training grounds.
We quote fixed prices for defined scopes. You know exactly what you're paying before we start—no hourly billing surprises.
Free 45-minute discovery call. We'll review your current CCH setup, identify automation opportunities, and estimate time savings. No obligation.
Schedule Discovery Call