CCH Axcess™
Financial Prep

Instantly produce accurate balances for preparing business tax returns. First cloud-based trial balance solution, integrated with CCH Axcess, for preparation engagements.

800-739-9998

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Overview

Features

Customer Story

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:

Quality
Client service
Innovation

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.

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.

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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.

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It is time to reimagine accounting!
Maximize your realizations and grow your business.

Find out how CCH Axcess Financial Prep can help your firm work more efficiently.

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Save Time With:

Trail Balance auto-mapping
Automatic assignment of leadsheet codes and tax codes
Less manual grouping and no classifying accounts
No building your own financial statements
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
No installation
Faster team collaboration
Get closer to a "no touch tax return"

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 tax and audit 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

Here’s what customers are saying about CCH Axcess Financial Prep.

"We are excited about the new integration between CCH Axcess Financial Prep and Xero™. The overall time savings, along with an increase in the quality of the initial return preparation, that this software and its integration with Xero™ will help our firm achieve is significant. No longer will we spend time diagnosing why a return won’t balance or if an expense account entry was omitted. Instead, we can now standardize our review process and verify that the tax return and trial balance truly match."

Donna Bordeaux, Calculated Moves, PC

"CCH Axcess Financial Prep is what the industry has been looking for. Firms want an integrated solution that will take data from a client system and get it into a format that can be reviewed, examined and seamlessly sent to the tax return – and that is what CCH Axcess Financial Prep does! Additionally, the integration with Xero™ allows us to instantaneously import our trial balances accurately into Financial Prep, saving us time. In turn, that allows us to spend more time focusing on our clients’ needs. Even more, it’s cloud based! CCH Axcess Financial Prep is the only solution in the market that flawlessly does all of this. Firms will love it!"

Jason & Bernie Ackerman, BNA CPAs & Advisors

"Now, our focus gets put back on the client, since we're saving 30-60 minutes per return. With CCH Axcess Financial Prep, there's no data entry. Plus, we use Xero™ so the solution directly pulls the ledger. Then, all we do is review for accuracy and simply push a button to send it to CCH Axcess Tax. The tax team gets to start with a draft tax return! All of that creates a huge time savings for improved productivity. The quality of our work is also improved."

Pat Generis, CPA, EA, Generis & Associates

"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

"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.

Instantly produce accurate financial statements for preparing business tax balances in the cloud. CCH Axcess Financial Prep is the foundation for future audit workflows.