Minneapolis, MN
1987
Enterprise (1,000+ employees)
CCH Axcess™ Scan is an AI-powered document intelligence and tax workflow automation solution built natively into the CCH Axcess platform. It transforms tax source documents into validated, review-ready data that flows directly into CCH Axcess Tax, helping firms eliminate manual data entry, streamline K-1 processing, and accelerate a more efficient, low-touch tax workflow.
— Ingests, classifies and extracts data from source documents, including complex K-1s.
— Validates extracted information before import, helping firms identify issues earlier, improve accuracy, and reduce downstream corrections and rework.
— Centralizes K-1 review, reconciliation, mapping, and import through K-1 Manager, giving firms greater visibility and control over one of the most complex and time-consuming parts of tax preparation.
— Populates validated data directly into CCH Axcess™ Tax, creating a connected workflow from document intake to tax return preparation while reducing handoffs between systems.
— Helps firms create capacity and move toward a low-touch tax workflow by shifting staff effort from manual data entry and document processing to review, analysis, and higher-value client service.
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
2026
Contact for pricing
Video overview of product.
Product fact sheet.
Explores how tax firms are using AI, automation, and connected workflows to improve efficiency, reduce manual work, and create additional capacity within tax operations. Positioned around the CCH Axcess ecosystem.
EVP and Segment Leader, U.S. Professional Market, Wolters Kluwer Tax & Accounting
CCH Axcess Scan supports federal and state K-1s, W-2s, 1099s, brokerage statements, and many other simple and complex tax documents.
CCH Axcess Scan powered by Expert AI extracts and validates data with built-in error detection, helping identify issues early and reduce downstream corrections. By being built natively on the CCH Axcess platform, all data pushed from Axcess Scan seamlessly migrates into CCH Axcess Tax with no risk to accuracy.
CCH Axcess K-1 Manager is a centralized tool within CCH Axcess Tax designed to streamline the import, tracking, and mapping of Schedule K-1 data from passthrough entities (1065, 1120S, and 1041) into individual 1040 client returns.
