TrustRadius

CCH Axcess vs. Sumly

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
CCH Axcess
Score 6.9 out of 10
N/A
Wolters Kluwer offers CCH Axcess, a modular cloud-based tax preparation, compliance, and workflow management solution.N/A
Sumly
Score 0.0 out of 10
N/A
Sumly is a financial platform built for self-employed 1099 earners: fractional executives, independent consultants, creatives, and independent healthcare practitioners. It combines unique software that organizes and categorizes business expenses with in-house licensed tax professionals who handle the actual filing. Most tools in this category provide solo earners with white-labeled software and leave them to figure out the tax work on their own. Sumly closes that gap by putting credentialed…N/A
Pricing
CCH AxcessSumly
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
CCH AxcessSumly
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
CCH AxcessSumly
Considered Both Products
CCH Axcess
Verified User
Anonymous
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, …
Verified User
Anonymous
Chose CCH Axcess
Not at all
the support for ATX is phenomenal
Verified User
Anonymous
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
Justin Gipp | TrustRadius Reviewer
Justin Gipp
Senior Accountant
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 …
Verified User
Anonymous
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.
Sumly

No answer on this topic

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User Ratings
CCH AxcessSumly
Likelihood to Recommend
5.3
(0 ratings)
-
(0 ratings)
User Testimonials
CCH AxcessSumly
Likelihood to Recommend
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
JB
Read full review
No answers on this topic
Pros
  • 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.
Verified User
Anonymous
Read full review
No answers on this topic
Cons
  • 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.
Verified User
Anonymous
Read full review
No answers on this topic
Alternatives Considered
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.
Verified User
Anonymous
Read full review
No answers on this topic
ScreenShots