Pros and Cons of CCH Axcess 2024 (2024)

Pros and Cons

• Good Tax Program

• Implementation of previous tax software

• Nothing else

• Customer support does not know their own product!

• Rep for the company does not know their own product!

• Hidden add-ons that they deceive prospect into believe is apart of the system.

Likelihood to Recommend

If you have a pro that uses the software then you should be fine. If you are using the software and need any support from THEIR customer support people or dedicated rep, be prepared to be frustrated! Horrible Customer Service but it is due to Wolters Kluwer not caring and purchasing various tax products but not having the ethics to make sure they are properly trained or overwhelmed.

Alternatives Considered

• Wolters Kluwer ATX

Customer service is horrible for Axcess and getting bad for ATX. Wolters Kluwer has purchased these software products

Pros and Cons

• Customer Service

• Organization

• Knowledge

• Flexibility

Likelihood to Recommend

It seems now more than ever it is crucial for medium to large firms to have a process of getting a return done. It is the end of time that only one person touches a return and send it out. CCH Axcess lets you create workflow to set up stages of the return and send to the responsible staff.

Alternatives Considered

• Thomson Reuters CS Professional Suite

CCH Axcess was very comparable to Thomson Reuters. They are both large companies in their fields and have similar resources. We ultimately went with Thomson Reuters because we bundled with their other softwares for a better price and it makes sense to be with one company to deal with one customer support line.

Pros and Cons

• Tax program.

• Online tax program.

• Axcess tax.

• Billing issues.

• Customer service.

• Deceptive information provided when placing order. Then turn around and said that’s not right.

• Ability to listen to customers.

• Sales rep doesn’t know what client ordered.

• Reps who don’t care.

Likelihood to Recommend

I’d only recommend tax. CCH customer service cannot handle it well when you order different softwares from them. They don’t value customers’ time. We still have to call in to pay. I got so frustrated with billing issues that I just pay in full for my orders.I consider myself a good long term client. Paid in full when their billing got confusing, only contact sales rep once a year to renew. However, the relationship turned south after I ordered all the suites. When there was an issue, I realized that it doesn’t matter that I order all the Axcess modules, paid in full and have been a loyal customer. They simply just don’t care. Everyone just says they can’t take care of my issue.

Alternatives Considered

I researched other products after I decided to stop using CCH. I had my faith in CCH because of Tax. Realized that they are good at Tax doesn’t mean they are good at others after almost two years with the Axcess products.

Evaluation Lessons Learned

I would have researched other practice management software providers first. There are cheaper, easier to use, more powerful options out there.

Pros and Cons

• Workstream

• Time entry

• Follow-up training/questions

• Link between some of the reports, double entry on project status

Likelihood to Recommend

Pros and Cons

• CCH Document - It's cloud based. The program is user-friendly and easily customizable.

• CCH Tax - Relatively easy system navigation. It satisfies all our tax return filing needs.

• It is slightly laggy. Document and tax sections take a while to load and open.

Likelihood to Recommend

CCH Axcess is well suited for small to mid-sized companies that want to improve their productivity and reduce paper waste and filing space. CCH Document is a fantastic tool. Files can be uploaded, downloaded, edited, and then reuploaded. You can find all your files in different categories. It is easy to recover files if they have been deleted. I found it is a very reliable file storage program. CCH Financial Prep is also highly praised by my boss as she uses it more often than I do. It made her year-end review so much faster and less painful.