For CPA firms on CCH Axcess™ Tax

Take the data entry out of tax prep, for under $1 a return.

Built on your firm's own CCH Axcess™ Tax API and your Microsoft 365. Generate PBC lists from last year's return, collect documents through SharePoint, extract them with Microsoft AI, and write reviewed values straight into CCH.

Book a discovery call

Cost

Under $1 per return

Usage cost per return, plus a one-time implementation sized to your firm. Per-return scanning tools commonly list at about $20–40 a return.¹

Excludes CCH Axcess™ API fees, which are the firm's responsibility.

Security

Your machine, your Microsoft 365

The portal runs on a machine in your office. Staff sign in with Office 365, client documents stay in your SharePoint, and your firm sets the security policy.

Setup

About one week

A typical implementation, including connecting your firm's CCH Axcess™ API and syncing your return list.

Forms read and imported

W-2
1099-DIV
1099-INT
Consolidated 1099
1099-MISC
1099-R
1099-SSA
K-1 (standard pages)

Built by Steven Duc Tran, CPA, CIA. You work directly with the person who built it.

¹ Published list prices: CCH ProSystem fx Scan AutoFlow, $19.44 per return in a 50-return bundle (Wolters Kluwer store); SurePrep 1040SCAN PRO, $24–40 per return plus a $1.30 CCH API fee (SurePrep 2024 price sheet).

How it works

Step 1

Initial setup

Connect CCH Axcess™ Tax & sync your return list

Step 2

Generate PBC & collect docs

Bulk lists, gathered via SharePoint

Step 3

Extract & classify

AI OCR reads the forms, staff review and confirm

Step 4

Push to CCH

Reviewed data writes back — one client or many

Take the data entry out of tax prep, for under $1 a return.

How useful was this demo?

Up next