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.

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. 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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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:
  • 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
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Enjoy the Convenience of:
  • Anytime, anywhere access.
  • Easy onboarding and implementation
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Benefit from cost savings!
  • No infrastructure cost
ATX Customer Story

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

“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.

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