TaxSort AI + CCH Axcess Tax
Export classified tax data from TaxSort AI directly into Wolters Kluwer CCH Axcess Tax for enterprise-level CPA firm workflows.
1
Classify in TaxSort
Upload and classify tax documents using AI — W-2s, 1099s, K-1s sorted automatically.
2
Review Extractions
Verify AI-extracted data fields, resolve any flagged items or low-confidence classifications.
3
Export to CCH
Generate CCH Axcess-compatible export with all extracted data mapped to CCH input fields.
4
Import to CCH Axcess
Import the data into CCH Axcess Tax. All forms auto-populate with verified data.
Benefits
- ✓Enterprise-grade CCH integration
- ✓Bidirectional data sync
- ✓Import prior-year return data from CCH