CCH has debuted the CCH Axcess set of software, centered around new online tax preparation software and rebranded versions of the company’s document management, portal, practice management and workflow software.

CCH Axcess Tax includes a front-end client component that runs on the desktop, but does its tax processing in the cloud and stores the data there. The tax software is new, but over 100 firms have been using the Microsoft .NET-based software successfully this past tax season, according to CCH executive vice president and general manager of software Teresa Mackintosh. CCH plans to continue to provide its ProSystem fx Tax software to tax preparers.

CCH is rebranding several other online software products in the ProSystem fx line to become modules within Axcess. The document management software CCH ProSystem fx Document is becoming CCH Axcess Document. The digital storage center CCH ProSystem fx Portal, where clients can exchange documents with their accountants, is being renamed CCH Axcess Portal.

CCH’s practice management software, CCH ProSystem fx Practice SaaS, is being renamed CCH Axcess Practice, handling functions such as monitoring staff time and producing invoices. The workflow software CCH ProSystem fx Workstream has been rebranded as CCH Axcess Workstream, offering project management features for streamlining administrative tasks, tracking due dates, monitoring milestones and project status.

Still, CCH views the new Axcess software line as one integrated whole and the next step in its evolution to cloud-based software. “This is our fundamental new platform,” said Mackintosh. “It’s really the tax and accounting professional’s first all-inclusive cloud-based tax preparation, compliance and firm management solution. We built it from the ground up over the last several years. It supports an accounting firm’s entire practice with regards to tax and tax workflow.”

All of the cloud-based Axcess products share a common database. They also integrate with the CCH Mobile line of software content and apps for smartphones and tablets, as well as the CCH IntelliConnect research service. CCH’s OpenPlatform technology will also allow approved third-party software to integrate with Axcess.

While much of the software runs in the cloud, the front end resembles Microsoft Office and integrates with Office, allowing accountants to create client correspondence, for example.

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