TaxCaddy vs. CCH Axcess™ Client Collaboration

For a quick comparative overview, download the feature and benefits comparison guide.
Note: CCH Axcess™ Client Collaboration users now also have access to a mobile app. This comparison guide was updated based upon publicly available product information as of 9/6/2024.

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Unlike most online portals and document management systems, TaxCaddy was uniquely designed with the taxpayer’s convenience in mind. By making the taxpayer’s job easier, they’re able to provide documents and information in a more timely and accurate manner, which in turn gives your firm an earlier start on preparation.

In October 2019, Wolters Kluwer released CCH Axcess™ Client Collaboration, a digital platform that seeks to address similar objectives. But let’s examine how it compares to TaxCaddy.

With each passing tax season since its release in 2016, SurePrep has listened to feedback from both taxpayers and tax professionals and responded with a long list of enhancements. Over time, CCH Axcess™ Client Collaboration will release their own set of updates, but TaxCaddy’s 4 additional years of product maturity gives it a distinct advantage.

We introduced Smart Links, an optional add-on that automatically retrieves tax documents from taxpayer’s financial institutions the same day they’re issued. Once the documents are automatically retrieved, the corresponding item is automatically removed from the Document Request List. All clients are asked to do is input their credentials and Smart Links takes care of the rest. CCH Axcess™ Client Collaboration also has a retrieval feature, but it requires documents be manually categorized by the tax professional whereas Smart Links does not.

SurePrep has made TaxCaddy’s user interface fully customizable to your firm’s branding. You can add your firm’s logo and color palette in the browser and on the mobile app. CCH Axcess™ Client Collaboration has a section to add your logo, but users will still see the CCH color palette.

Our solutions facilitate an end-to-end, completely digital tax return preparation process, while remaining tax software agnostic. TaxCaddy is compatible with CCH Axcess™ Tax, GoSystem Tax RS, Lacerte, and UltraTax CS, along with SafeSend Returns for delivery. CCH Axcess™ Client Collaboration, on the other hand, only integrates with CCH software.

Additionally, TaxCaddy integrates seamlessly with our other solutions. Documents gathered in TaxCaddy can be instantly routed directly to 1040SCAN and SPbinder. CCH Axcess™ Client Collaboration doesn’t offer similar integration with their scan and populate and workpaper solutions, so additional steps are required.

And SurePrep’s integration capability doesn’t stop there. Our REST API lets users customize their integration to automate their 1040 process even further. In order to enhance the TaxCaddy experience, we’ve expanded our API so firms can integrate TaxCaddy data with their workflow software, time and billing system, and other third-party solutions. Our Developer Portal supports your developers with full documentation, specialized support, and more. No API is offered with CCH Axcess™ Client Collaboration.