CCH Axcess vs. Personiv

This application is best suited for enterprise use cases. It interfaces with almost every other major platform at the enterprise level and is scalable to the nth degree. But that comes at a high price tag, given that it integrates with everything and is used relatively ubiquitously. Any recommendations that I would give on the platform would be based on enterprise applicability.

Incentivized

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Start by carving out recurring, rule based work that eats up your bandwidth: AP, allocations, month end schedules. Build SOPs for them, give them access to your tools and treat them like part of your team. That said don't offload judgement heavy tasks.

Incentivized

Independently Invited by TrustRadius

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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.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• The team's work is pretty consistent.
• Their responsiveness is incredible too, they adapt really fast.
• Instant availability and ability to scale during crunch is amazing

Incentivized

Independently Invited by TrustRadius

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• Customer support does not know their own product!
• Rep for the company does not know their own product!
• Hidden add-ons that they deceive prospect into believe is apart of the system.

• The onboarding process did require a lot of upfront hand holding
• Time zone gaps sometimes

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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 deal with one customer support line.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info