CCH Axcess Practice review

CCH Axcess Practice is the time and billing core of Wolters Kluwer's CCH Axcess suite, built for firms that bill a lot of hours and manage partners by profitability. Staff can start clocks from the route sheet or the tax return itself, and enter time on the CCH Axcess mobile app. Billing handles traditional hourly, fixed fee and progress billing, multiple fee agreements and batch billing, and invoices are easy to edit. Integrated reports track productivity ratios, WIP and AR analysis and profit by office or project. Electronic payments add a Pay Now button to invoice emails, templates or the client portal, and payments post to accounts receivable automatically. The limits are scope and transparency: client portal and workflow features come from other CCH Axcess modules, and there is no published price, so you must request a quote. It makes most sense for firms already on CCH Axcess Tax.

Who it is for

Midsize and large CPA firms already using CCH Axcess tax and workflow products.

Price

See vendor pricing (USD check pending): pricing is quoted on request.

US price check pending. See the vendor pricing page.

Key features

• One-screen time entry with clocks from the route sheet and tax return
• Hourly, fixed fee and progress billing, multiple fee agreements and batch billing
• Integrated KPI reports for productivity ratios, WIP and AR analysis and profit by office or project
• Electronic payments with a Pay Now button that posts to accounts receivable
• Mobile time entry through the CCH Axcess mobile app

Strengths and weaknesses

• Strength: Deep time, WIP and billing controls for larger firms
• Strength: Fits into the wider CCH Axcess tax and workflow suite
• Strength: Firm-level profitability reporting by office or project
• Weakness: No published price; a quote is required
• Weakness: Client portal and workflow come from other CCH Axcess modules
• Weakness: More setup and training than the cloud-native tools above

Key facts

• Pricing: Quote on request
• Billing models: Hourly, fixed fee and progress billing
• Mobile: Time entry through the CCH Axcess mobile app
• Payments: Through supported payment partners

Where it ranks

CCH Axcess Practice is No. 9 in our Best Practice Management Software for Accountants verdict.