Minneapolis, MN
1987
Enterprise (1,000+ employees)
CCH Axcess™ Intelligence is a purpose-built AI solution for tax and accounting professionals that brings trusted research, document intelligence, and conversational assistance directly into the flow of work. Embedded within the CCH Axcess™ platform, it connects authoritative CCH content, firm documents, and workflow context in a single experience, helping professionals move from questions to answers and from answers to action without switching between disconnected tools.
— Analyzes tax documents such as K-1s, returns, and supporting files to extract key information, summarize complex content, identify changes, and flag gaps or inconsistencies.
— Delivers citation-backed answers grounded in authoritative CCH tax and accounting content, helping professionals research issues, validate conclusions, and resolve questions with confidence.
— Enables users to interact with firm documents and trusted knowledge through natural language, reducing time spent searching, reading, and synthesizing information.
— Automates routine review, analysis, and first-draft creation tasks to increase capacity, improve consistency, and allow professionals to focus on higher-value advisory work.
— Operates within the secure CCH Axcess™ environment with governance controls, auditable interactions, and protections that ensure firm and client data is never used to train AI models.
— Serves as the intelligence layer across the CCH Axcess™ platform, helping firms adopt AI within existing workflows while maintaining professional judgment, transparency, and oversight.
All Firm Sizes
Managing Partner / Firm Owners Senior Partners (Tax / Audit / Advisory); Head of Tax / Tax Partner; Director of Operations; Practice Managers; Operations Managers; Technology Director / IT Leads; Innovation Lead / Digital Transformation Leads
Annual Subscription; Tiered Pricing
Phone, Live Chat, Community Forums
2025
Contact for pricing
Product overview video.
Product overview.
Overview of Expert AI.
EGT & Associates LLP
CCH Axcess Intelligence acts as a fast, secure assistant for tax and audit work. It helps professionals explore questions, synthesize insights from authoritative research and firm documents, organize their thinking, and move quickly toward a clear first draft — across common file types and everyday workflows.
Instead of manually searching through lengthy tax codes or compliance documents, you can ask direct questions and get immediate, citation-backed answers — often reducing hours of research into minutes.
Implementation is incredibly fast. Most teams are fully up and running in just a few days, sometimes even sooner. The intuitive, conversational interface means minimal training is needed, so your team can dive in and start seeing value right away.
Unlike general AI, this solution is purpose-built for tax and accounting. Response are tied to trusted, proprietary research sources when applicable, ensuring accuracy, compliance, and professional confidence in a secure environment.
Yes. CCH Axcess Intelligence is purpose‑built for small and mid‑sized tax and accounting firms that need to increase capacity without adding headcount. By automating document review, accelerating research, and supporting issue resolution directly inside the CCH Axcess Suite, it helps firms reduce manual effort, manage risk, and move work forward more efficiently. Because it is embedded into existing workflows and requires minimal training, firms can adopt AI quickly and securely without disruption.
CCH Axcess Intelligence supports advisory services by freeing capacity and equipping professionals with trusted, actionable insights inside their existing tax workflows. By analyzing documents, accelerating research, and delivering authoritative, citation‑backed guidance in real time, it helps firms identify issues and opportunities faster. With less time spent on manual work, teams can focus on higher‑value advisory conversations, proactive planning, and deeper client engagement, all within the CCH Axcess platform they trust.
