List of Wolters Kluwer CCH Axcess Tax Customers
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Since 2010, our global team of researchers has been studying Wolters Kluwer CCH Axcess Tax customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Wolters Kluwer CCH Axcess Tax for Tax Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Wolters Kluwer CCH Axcess Tax for Tax Management include: Grassi, a United States based Professional Services organisation with 550 employees and revenues of $133.0 million, Harris Beach, a United States based Professional Services organisation with 500 employees and revenues of $80.0 million, Pozerski Hatch & Company United States, a United States based Professional Services organisation with 10 employees and revenues of $2.0 million, BSD CPA, a United States based Professional Services organisation with 10 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Wolters Kluwer CCH Axcess Tax, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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BSD CPA | Professional Services | 10 | $2M | United States | Wolters Kluwer | Wolters Kluwer CCH Axcess Tax | Tax Management | 2020 | n/a |
In 2020, Bonanno, Savino, Davies & Ganley BSD CPA implemented Wolters Kluwer CCH Axcess Tax as part of a cloud-based CCH Axcess platform in a Tax Management deployment to enable remote work and centralize tax operations in Massachusetts, United States. The firm deployed Wolters Kluwer CCH Axcess Tax alongside CCH Axcess Document, CCH Axcess Portal, CCH Axcess Practice and CCH Axcess Workstream, consolidating tax preparation, document management, client portal access and workstream-based engagement workflows on a single cloud architecture.
Operational coverage focused on the firm’s tax, document and engagement teams, with the Wolters Kluwer CCH Axcess Tax module tying tax return preparation and compliance workflows to document and portal capabilities. The deployment supported faster billing, improved staffing flexibility and better engagement tracking as reported by the firm, while governance and workflow changes emphasized centralized engagement orchestration, standardized engagement lifecycle tracking and remote access for staff.
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Grassi | Professional Services | 550 | $133M | United States | Wolters Kluwer | Wolters Kluwer CCH Axcess Tax | Tax Management | 2024 | n/a |
In 2024, Grassi implemented Wolters Kluwer CCH Axcess Tax. The deployment targeted core tax preparation workflows across the firm in the United States and is categorized under Tax Management, focusing on standardizing return preparation and data ingestion processes.
Grassi leveraged Wolters Kluwer CCH Axcess Tax together with the CCH Axcess Tax Transfer API to automate Excel data imports and enforce standardized templates. The implementation emphasized data ingestion and template governance, using API-driven mapping and validation to populate return forms and reduce manual entry during tax preparation and review.
Integrations consisted of automated Excel file transfer into CCH Axcess Tax via the Transfer API, creating a direct data path from preparer spreadsheets into the tax application. Operational coverage included firmwide US tax teams and commodity tax return workflows, aligning template standardization with existing review and signoff processes.
Governance changes focused on centrally managed templates and API-based import controls to improve consistency across offices. According to the Wolters Kluwer case study, the API-driven automation delivered an estimated time savings of 30 to 90 minutes per return and improved accuracy and consistency across the firm in the United States.
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Harris Beach | Professional Services | 500 | $80M | United States | Wolters Kluwer | Wolters Kluwer CCH Axcess Tax | Tax Management | 2015 | n/a |
In 2015, Harris Beach implemented Wolters Kluwer CCH Axcess Tax as its Tax Management solution to support firmwide tax and finance operations. The deployment focused on the Rochester Office where finance staff operate 100 percent in the office, and it was adopted by the Finance team responsible for general ledger review, fixed assets oversight, preparation of financial statements and journal entries, and tax and audit compliance for a professional services firm of about 500 employees.
Wolters Kluwer CCH Axcess Tax was configured to centralize tax workflows and standardize return preparation, filing processes, and compliance documentation consistent with Tax Management capabilities. Configuration emphasized role based access and task orchestration for senior accountants and tax staff, supporting electronic workpapers and compliance documentation to align with the firm’s existing accounting and audit governance processes. The implementation aligned the Harris Beach Finance team, Wolters Kluwer CCH Axcess Tax, and Tax Management functional terminology to reflect responsibilities across tax preparation, compliance, and finance operations, and staff familiarity with systems such as Aderant and Chrome River was noted as relevant to day to day coordination.
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Professional Services | 10 | $2M | United States | Wolters Kluwer | Wolters Kluwer CCH Axcess Tax | Tax Management | 2024 | n/a |
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