CCH Axcess Tax integration Coming soon

Keep CCH Axcess Tax. Run the rest in Uku.

The return stays in Axcess. Soon the client, the checklist, the e-file status and the invoice will sit on one task in Uku.

Clients in sync, in the direction you choose
Every return becomes a task, from your own template
E-file status on the task, rejections included

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Your tax software is the one system you won't replace. So Uku doesn't ask you to.

What will sync

What moves between CCH Axcess Tax and Uku.

CCH Axcess prepares and e-files the return. Uku runs the work around it. This is what we are building to move between them, and which way.

⇄ Two-way

Clients

In the direction your firm chooses: from Axcess, from Uku, or both. Matched on tax ID, and you review anything unclear.

CCH Axcess → Uku

Returns
Each return becomes a task on the client, from the template you pick for its return type. Your Axcess return statuses move the task along.
E-file status
Filed, received, accepted or rejected, with the reject reason on the task.

Planned scope. We confirm the final list when it ships.

Clients

One client list, in the direction you choose.

Some firms add a client in Uku and want them in Axcess. Others start in Axcess. Pick either way, or both, and Uku matches on tax ID so nobody ends up twice.

From Axcess, from Uku, or both set once for the firm
Matched on tax ID not on how a name is spelled
A review step for anything that doesn't match cleanly

Clients · CCH Axcess ⇄ UkuMatched on tax ID

Client	Tax ID	Status
Daniel Brooks	•••-••-4417	Matched
Harbor Dental LLC	••-•••8820	Matched
Ortiz Family Trust	••-•••1903	New in Uku
Mei Chen	•••-••-2291	Needs review

Anything unclear waits for you to confirm before it changes.

Illustration

Returns

Every return in Axcess becomes a task in Uku.

Map each return type to a workflow template once. A 1040 opens your individual-return checklist, a 1065 your partnership one, on the right client, with a due date and an owner.

Return type to template 1040, 1065, 1120-S, 990 and more
Your Axcess return statuses mapped to Uku task statuses
Time on the task so the return gets billed

Return type → workflow templateTax year 2025

Return	Uku template
1040	Individual tax return
1065	Partnership return
1120-S	S corporation return
990	Nonprofit return

New task1040 Tax return 2025 · Daniel Brooks

Illustration

E-file

See the e-file status without opening Axcess.

Filed, received, accepted or rejected, on the task where your team already works. When the IRS rejects a return, the reason is there too, so the right person fixes it the same day.

Each e-file step with its date
Rejections with the reason on the task, not in an inbox
One click back to the return in CCH Axcess

1040 Tax return 2025In preparation

Daniel Brooks · from CCH Axcess Tax

E-filed Oct 15
Received by IRS Oct 15
Rejected Oct 16

R0000-504-02Dependent SSN already used on another return for this tax year. Check with the client, correct it in CCH Axcess and e-file again.

Illustration

How it will work

Connected by an admin, not a developer.

Most firms don't have someone who writes code. The integration is built so they don't need one.

Connect CCH Axcess
An admin connects it from Uku's settings. No code, no file juggling.
Choose how clients sync
From Axcess, from Uku, or both. Review the matches before anything changes.
Map your returns
Pick the workflow template for each return type and the Uku status for each Axcess status.

FAQ

Questions about the CCH Axcess Tax integration

When will the CCH Axcess Tax integration be available?

We are building it now and have not set a public date. Book a demo and we will show you where it stands, and you will hear from us first when it is ready.

Can I use Uku with CCH Axcess Tax today?

Yes. Export your client list from CCH Axcess, import it into Uku, and keep preparing and e-filing returns in Axcess Tax. Until the integration ships, client details are kept in both systems and return status is updated by hand.

Does Uku prepare or e-file tax returns?

No. Returns are prepared and e-filed in CCH Axcess Tax. Uku runs the work around them: the task, the checklist, the documents, the client conversation, the time and the invoice.

Will I need a developer to set it up?

No. It is being built as an app an admin connects from Uku's settings, with the sync direction, return types and statuses chosen on screen. Firms that want to build their own connection can also use Uku's public API and webhooks on the Elite plan.

Which way will clients sync?

You choose. Some firms create clients in Uku and send them to Axcess, others start in Axcess. The integration is planned to support either direction, or both, with clients matched on tax ID and a review step for anything that does not match cleanly.

Does this replace CCH Axcess Practice and Workstream?

That is the idea. Keep Axcess Tax for returns and move workflow, time, billing, documents and the client portal into one Uku plan with a public price. Our switch guide covers how firms do it.

Is Uku affiliated with Wolters Kluwer?

No. CCH and CCH Axcess are trademarks of Wolters Kluwer. Uku is an independent product and is not endorsed by Wolters Kluwer.

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