The company also includes an on-boarding package of services that includes data conversion, migration, and user training. Scan will reads, identifies and bookmarks client documents, while Autoflow extracts data from common 1040 and 1041 source documents, helps validate  information and imports it into ProSystem fx Tax or Axcess Tax.

Pro is one of three configurations of the Axcess now available.

The others include CCH Axcess with Quick Start which brings together Axcess Tax, Document and Portal for one to four users. The Standard edition, which offers 20 and more licenses, incorporates, tax, workflow and practice management modules, XCM workflow and Xpitax outsourcing.