Canopy
Cloud practice management for accounting firms with client management, document management, workflow, time and billing modules.
CCH Axcess Tax is Wolters Kluwer’s cloud-based tax compliance platform for accounting firms. It handles individual, business, trust, estate, nonprofit, and partnership returns with built-in diagnostics, multi-state processing, and e-filing.
Being cloud-native, the platform allows real-time collaboration across offices and remote teams — multiple staff members can work on the same return simultaneously. Analytics dashboards surface return-level insights that help reviewers identify risk areas and track preparation progress across the firm. It integrates with the broader CCH Axcess ecosystem, including document management, workflow, knowledge research, and client portal tools.
CCH Axcess Tax is best suited for mid-sized to large US firms that want a fully cloud-based tax preparation environment integrated with their practice management tools. It is the cloud successor to CCH ProSystem fx Tax, which remains available as a locally installed option. Firms already invested in the Wolters Kluwer ecosystem benefit most from the cross-product integration.
Cloud practice management for accounting firms with client management, document management, workflow, time and billing modules.
Budget-friendly professional tax software with cloud-based access, fast e-filing, and bank product integrations for tax practices.
Automated sales tax compliance platform that calculates, collects, and remits transaction taxes for accounting firms.