Saving Accountants Time

Accounting Today recently named CCH Axcess Financial Prep a 2019 top new product. Here is what they said:

  • “Reducing friction in data and workflows is a key to more efficient, more profitable practices, and CCH Axcess Financial Prep is all about moving things along smoothly and easily. In this case, it’s about hastening trial balance data into a business tax return: Once users upload the data, the cloud-based solution groups accounts intelligently and assigns the appropriate tax codes, so that users can more quickly make the necessary high-level adjustments before sending it along to CCH Axcess Tax.”

What does this mean for you?

 Additionally, CCH Axcess Financial Prep is a connected solution that will save time preparing balances for business tax returns on the Axcess Platform. This easy-to-use and time saving solution:

  1. Connects directly to Xero to automatically capture balances from the client
  2. Intelligently groups accounts and assigns tax codes and automatically creates financials, lead sheets and tax summary report
  3. Is cloud-based to support anytime anywhere access with real time updates
  4. Integrates with Axcess platform to leverage common staff and clients and seamless entry into Axcess tax
  5. Is intuitive and modern design = no training required to get started

CCH Axcess Financial Prep

Moreover, CCH Axcess Financial Prep fully integrates with CCH Axcess, maximizing your efficiency and enabling your firm to offer client service excellence. Simply upload your client’s data, and your financials and lead sheets automatically create for you. Then, all you do is make your adjustments and send your balances to CCH Axcess Tax.

CCH Axcess Tax

Furthermore, CCH Axcess Tax creates a more accurate and efficient tax workflow. It fuels extreme productivity and profitability through features like:

  • Common core database
  • System error alerts
  • Dynamic preparer notes

Conclusion

In closing, CCH Axcess Financial Prep is an ideal solution for existing CCH Axcess Tax customers who need a trial balance for their tax group. Additionally, bundle the two together for a complete workflow and it is also ideal for firms not yet on CCH Axcess Tax. Even more so, CCH Axcess Financial Prep is the foundation of our future of “Axcess Audit”.

So, are you interested in helping form the future of CCH Axcess Audit? If yes, then visit this webpage to learn more.

AUTHOR

Wendy Cable

All stories by: Wendy Cable