Canopy Practice Management vs. CCH Axcess

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Canopy Practice Management
Score 10.0 out of 10
N/A
Canopy Practice Management is designed to help accounting firms keep all parties on the same page. It includes essential tools for enabling communication between clients and your team.N/A
CCH Axcess
Score 8.1 out of 10
N/A
Wolters Kluwer offers CCH Axcess, a modular cloud-based tax preparation, compliance, and workflow management solution.N/A
Pricing
Canopy Practice ManagementCCH Axcess
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Canopy Practice ManagementCCH Axcess
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
Canopy Practice ManagementCCH Axcess
Considered Both Products
Canopy Practice Management
CCH Axcess
Chose CCH Axcess
CCH offered a best-in-class product at a price point that was "reasonable", given the high volume of users in our organization and the immense number of tax returns we complete annually. We also already employ many other tools from the WoltersKluwer family of applications, …
Chose CCH Axcess
Not at all
the support for ATX is phenomenal
Chose CCH Axcess
CCH Axcess is simply more robust. They provide an all in one solution and do the best job at integrating all needed modules.
Chose CCH Axcess
Customer service is horrible for Axcess and getting bad for ATX. Wolters Kluwer has purchased these software products
Chose CCH Axcess
CCH Axcess was very comparable to Thomson Reuters. They are both large companies in their fields and have similar resources. We ultimately went with Thomson Reuters because we bundled with their other softwares for a better price and it makes sense to be with one company to …
Chose CCH Axcess
I researched other products after I decided to stop using CCH. I had my faith in CCH because of Tax. Realized that they are good at Tax doesn’t mean they are good at others after almost two years with the Axcess products.
Best Alternatives
Canopy Practice ManagementCCH Axcess
Small Businesses

No answers on this topic

Patriot Payroll
Patriot Payroll
Score 9.7 out of 10
Medium-sized Companies

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Vertex
Vertex
Score 8.0 out of 10
Enterprises

No answers on this topic

Vertex
Vertex
Score 8.0 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Canopy Practice ManagementCCH Axcess
Likelihood to Recommend
10.0
(0 ratings)
7.0
(0 ratings)
User Testimonials
Canopy Practice ManagementCCH Axcess
Likelihood to Recommend
No answers on this topic
If you have a pro that uses the software then you should be fine. If you are using the software and need any support from THEIR customer support people or dedicated rep, be prepared to be frustrated! Horrible Customer Service but it is due to Wolters Kluwer not caring and purchasing various tax products but not having the ethics to make sure they are properly trained or overwhelmed
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Pros
  • Client information management
  • Task tracking
  • Time Tracking
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  • CCH Document - It's cloud based. The program is user-friendly and easily customizable.
  • CCH Tax - Relatively easy system navigation. It satisfies all our tax return filing needs.
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Cons
  • I wish Contact information could contain active hyperlinks
  • I wish reports could be generated based on TAGS
  • I wish contact lists could be generated based on filters
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  • Billing issues.
  • Customer service.
  • Deceptive information provided when placing order. Then turn around and said that’s not right.
  • Ability to listen to customers.
  • Sales rep doesn’t know what client ordered.
  • Reps who don’t care.
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Alternatives Considered
LIGHT YEARS ahead of PCS. We hated it
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CCH offered a best-in-class product at a price point that was "reasonable", given the high volume of users in our organization and the immense number of tax returns we complete annually. We also already employ many other tools from the WoltersKluwer family of applications, which alleviates the administrative burden of reviewing a new vendor.
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Return on Investment
  • Big impact on profitability based on the ability to set budgets and track time
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ScreenShots