Prepare business tax balances quickly using this innovative solution!

With CCH Axcess™ Financial Prep, you will stop struggling with the frustrations of:

  • Tedious steps to group trial balance accounts and assign tax codes.
  • Tedious steps to create financial statements.
  • Inability to access financial statements anytime, anywhere to serve your clients.
  • Managing duplicate processes of managing clients and staff in more than one solution.

“I would say an average tax return, if the trial balance was good, would take 45 minutes in CCH® ProSystem fx® Engagement. Now, it probably takes 15 minutes with CCH Axcess™ Financial Prep. Additionally, regarding moving stuff from QuickBooks to Financial Prep, you literally click a button and it's there in a second.” Jason & Bernie Ackerman, BNA CPAs & Advisors

“By utilizing cloud software, all that tax accounting clean-up work that you used to have to wait to do at year end goes away. Before, you couldn't get your QuickBooks file until March, and then you worked on it and spent half the time cleaning it up just to get a tax return. Now, with the integration between QuickBooks Online and CCH Axcess Financial Prep, you can do all that cleanup work before tax season so that during tax season all you are really doing is a couple of loan adjustments and depreciation … and that goes right into CCH Axcess Tax. Hello! Way less hours needed during tax season! To me, that's the best part of working in the cloud, and being connected to your customer all year long.” Jody Padar, CPA, CEO and Principal, New Vision CPA Group

Add Value to You and Your Clients

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Fully integrated with CCH Axcess™ Tax, Financial Prep maximizes your efficiency and increasing your client service excellence. Simply upload your client’s data, then watch your financials and lead sheets automatically create. If needed, make any adjustments before sending your balances to CCH Axcess Tax.

Join the journey to the cloud – the foundation for your future audits, preps, comps and reviews. Your commitment to providing the highest quality service available will help you build strong, lasting client relationships.

Fill out the form below to have a dedicated Solutions Consultant contact you with more information.

Additionally, watch this 1/10/2022 What's New with CCH Axcess Financial Prep webinar recording. 

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Integration and Related Solutions

Wolters Kluwer Integrated Audit ApproachWolters Kluwer's Integrated Audit Approach is the industry's most advanced audit system, that puts audits back in the hands of the auditor.

TeamMate AnalyticsTeamMate® Analytics, offers 150+ tools specifically designed to meet the analytic needs of CPA firm auditors and accountants.

CCH ProSystem fx EngagementCCH® ProSystem fx® Engagement — K2 quality award for audit technology — organizes your tax documents and automatically generate tax returns! CCH ProSystem fx Knwoledge CoachCCH® ProSystem fx® Knowledge Coach or CCH Axcess™ Knowledge Coach, with dynamic tailored workpapers for your audit clients.
CCH Axcess TaxCCH Axcess Tax is an intelligent business tax preparation, compliance and workflow solution specifically built for the cloud. CCH Accounting Research ManagerCCH® Accounting Research Manager®, your single source for in-depth accounting and audit research information.