CCH Axcess Knowledge Coach PCR

Streamline your digital workflows for preparation, compilation and review engagements conducted anywhere at any time with our cloud-based PCR software.


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Complete Your Prep, Comp and Review Engagements in the Cloud

Performing preparations, compilations or reviews requires accountants to streamline their workflow, due to PCR engagements often being repetitive and performed for smaller clients.

CCH Axcess Knowledge Coach PCR tailors the practice aids based on the characteristics of the firm and the engagement — flowing information throughout the forms, where needed, and monitoring the engagement for completeness and compliance. All while allowing the accountant to exercise professional judgment. 

With CCH Axcess Knowledge Coach PCR, accountants maximize efficiency by combining industry-specific guidance from knowledge based content with a powerful and dynamic workflow engine that guides the accountant through the entire PCR engagement process — from planning to final sign-off — in a thorough, dynamic and efficient manner.

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Robust checklist diagnostics

CCH Axcess Knowledge Coach PCR includes robust checklist diagnostics in line with the related questions to guide the accountant through the PCR engagement by monitoring for incomplete workpapers or steps, changes that need to be reviewed, potential errors that need to be resolved, and more.

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Links to PCR standards and guides

CCH Axcess Knowledge Coach PCR checklists have contextual links directly to the preparation, compilation and review standards and the related guides on CCH® Accounting Research Manager®. Subscribers to CCH Accounting Research Manager will also take advantage of built-in reference links to the most up-to-date research content available.

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Tips and answer effects

To efficiently research topics, answer questions and manage the engagement, additional contextual-guidance is provided within the preparation, compilation and review checklists.

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Roll forward and update on the fly

CCH Axcess Knowledge Coach PCR forms can be rolled forward to the following year, again driving unparalleled efficiency gains. These files are updated automatically with the most current content while preserving the roll forward information the accountant wants.

Put Prep, Comp and Review Engagements Back in the Hands of Accountants

Find out how CCH Axcess™ Knowledge Coach PCR minimizes time spent managing workpapers, checklists, and administrative work. Knowledge-Based Titles (KB Titles) assist you in performing your PCR work by providing relevant and up-to-date expert guidance.

Looking for full audit functionality?

Check out the award-winning, cloud-based solution CCH Axcess™ Knowledge Coach.

Move Forward in the Cloud: Cloud-Based Tax & Accounting Software Solutions

At the center of a future-ready tax & accounting firm is the right technology — technology that fuels firm growth through digital workflows built on a single unified platform. See how firms use best-in-class cloud solutions like CCH Axcess to harness the power of the cloud.

Learn How to Move Forward in the Cloud

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