Instantly produce accurate balances for preparing business tax returns. First cloud-based trial balance solution, integrated with CCH Axcess, for preparation engagements.
Register for a complimentary demonstration of CCH Axcess™ Financial Prep today.
This innovative end-to-end solution is fully integrated with CCH Axcess™, maximizing your efficiency and enabling your firm to offer client service excellence.
CCH Axcess™ Financial Prep is the most innovative solution available for preparing business tax return financial balances quickly! And it just got even better with direct integration with Xero™ and QuickBooks® Online. Using today’s newest technology you’ll “Axcess” greater:
- Client service
- 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.
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.
2019 Golden Bridge Golden Award Winner
CCH Axcess Financial Prep is proud to be a 2019 recipient of the Gold Award in the Cloud Computing/SaaS Innovations category.Learn More
It is time to reimagine accounting!
Maximize your realizations and grow your business.
Save Time With:
- Trial Balance auto-mapping
- Automatic assignment of tax codes
- No manual grouping and classification
- No building own financials
- Integration with
- CCH Axcess Tax
- CCH Axcess Common Client Database
- Xero™ and QuickBooks® Online
Enjoy the Convenience of:
- Anytime, anywhere access.
- Easy onboarding and implementation
Benefit from cost savings!
- No infrastructure cost
Here’s what customers are saying about CCH Axcess Financial Prep.