Automate CCH Axcess with Caddi
Built for finance teams.
CCH Axcess is where the return, the document, and the client record live, but getting source documents into the right place and keeping the organizer checklist honest is still hand work. Caddi automates the loops around Axcess so preparers open a complete file.
Automating CCH Axcess takes one screenshare.
Show Caddi the CCH Axcess workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.
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Record it once
Screen-share the CCH Axcess task the way you already do it.
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Caddi builds it
It writes verified code, tests it, and connects the rest of your stack.
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It runs for you
The automation runs on demand, every time, with no model in the loop.
What Caddi does with CCH Axcess
Why teams automate CCH Axcess
The cost of Axcess is rarely Axcess itself; it is the filing, renaming, checklist-ticking, and status-chasing that happens around it every day of the season. Caddi runs those motions as verified code so your staff reviews results instead of assembling them.
Loops Caddi runs against CCH Axcess
Source documents to the return
Recommended patternCaddi pulls 1099s, W-2s, and K-1s from the portal and the tax mailbox, names them to the firm convention, and files them to the matching return in Axcess Document.
Organizer checklist upkeep
Recommended patternAs documents land, Caddi ticks the organizer checklist and surfaces only the clients still missing items.
Client and engagement setup
Recommended patternCaddi creates the client, contacts, and engagement records in Axcess Practice from the signed engagement letter.
Where finance teams use it
Client onboarding & account opening
Extract household, beneficiary, and account data from intake PDFs or forms and create the matching records in CCH Axcess with no rekeying.
Meeting prep & follow-up
Pull the right CCH Axcess data ahead of every client meeting, generate the prep packet, and log notes, tasks, and follow-ups when the meeting ends.
Reporting & archiving
Generate household, performance, or compliance PDFs, file them with the right CCH Axcess metadata, and notify the advisor when the packet is ready.
Books, records & reconciliation
Reconcile cash receipts, payments, and custodian feeds against CCH Axcess, and write the audit-ready record back to the right account.
Questions about automating CCH Axcess
Does Caddi have a real CCH Axcess integration?
Yes. Caddi runs verified code against CCH Axcess's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for CCH Axcess is reviewed before it runs in production.
Do I need engineering help to automate CCH Axcess with Caddi?
No. You demonstrate the workflow once — clicking through CCH Axcess the way you normally would — and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.
Is my CCH Axcess data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation, but it never touches client data at runtime — once the automation is generated, it executes deterministically against CCH Axcess with no model in the loop.
Can Caddi connect CCH Axcess to the rest of my stack?
That's the point. Most Caddi automations span 3-6 tools — for example, pulling data out of an email, updating CCH Axcess, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.
Ready to automate CCH Axcess?
Drop your work email and we'll show you Caddi running end-to-end against CCH Axcess and the rest of your stack.