CCH Axcess Financial Prep is the most innovative solution available for preparing tax balances quickly!

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.

“The CCH Axcess Financial Prep software is a smooth, easy to use interface. It makes the linking of Trial Balances to tax returns easier than ever, and will definitely make for a more efficient tax return and financial statement process. Sleek, modern and easy to use.”Wesley Middleton, CPA Tax Partner MiddletonRaines + Zapata LLP


“CCH Axcess Financial Prep is so easy, efficient and user friendly. It is amazing how it automatically assigns groups and easily creates journal entries. Everything is there, and is so much easier than with ProSystem fx Trial Balance. We will save about 25% of time, and that is a huge time-saver.”Christina Stewart, Senior Accountant, Fuller Witcher & Company, P.A.


CCH Axcess Financial Prep Adds Value

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This innovative end-to-end solution is fully integrated with CCH Axcess™ Tax, maximizing your efficiency and enabling your firm to offer client service excellence. You can now upload your client’s data, and your financials and lead sheets automatically create for you. All you need to do is make your adjustments and send your balances to CCH Axcess Tax. Your commitment to providing the highest quality service available will help you in building strong client relationships. Join the journey to the cloud – the foundation for your future preparations, compilations, reviews and audits.

Fill out the form to learn more about CCH Axcess Financial Prep, and how to participate in early releases.

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CCH Axcess Tax CCH Axcess Tax is an intelligent tax preparation, compliance and workflow solution specifically built for the cloud.