CCH Axcess
by Wolters Kluwer
Cloud tax, accounting and practice management suite for US accounting firms.
- Category
- Finance & ERP
- Type
- Practice management
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
02Data
What you can sync.
- Clients
- Tax returns
- Engagements
- Workflow tasks
- Documents
Load CCH Axcess clients into the Warehouse and build board-ready reports and Slides from the same figures.
Need more? Name any other CCH Axcess data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
CCH Axcess uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Wolters Kluwer if you need help.
04How it works
How it works in DataMind.
-
Pick CCH Axcess.
Open Lake, pick CCH Axcess in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the CCH Axcess API docs.
-
Answer a few questions.
The AI reads the CCH Axcess documentation, then asks which credentials you will use, which data to sync (for example clients and tax returns), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then CCH Axcess data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
