CCH Axcess holds the return, the review notes and the client's documents. Outcomer shows your preparers and reviewers each step of your firm's own procedure, on screen, during busy season.
Book a 10-minute demoAfter the demo, we’ll set up your department free of charge. A small trial confirms it’s accurate, then a larger trial measures the drop in support queries.
We check every step works before your staff see it.
Outcomer isn’t a library of ready-made CCH Axcess guides. We build your guides from your own procedures, on your own CCH Axcess set-up, and test each one before your staff use it.
Your tax preparers and reviewers get the answer on screen, in CCH Axcess and the systems around it, instead of interrupting a colleague or raising a ticket.
Training covers the basics. When a question comes up later, Outcomer answers it inside CCH Axcess, from your own procedures, while your tax preparers and reviewers work.
General answers for the standard product. Your own set-up may differ, and that’s what Outcomer follows.
Preparer Notes carry forward every year until someone deletes them. A Note to Next Year carries forward for one year only. Reviewer notes apply to the current year only.
Use a Missing Item note. It can be assigned to a member of staff and is kept apart from reviewer notes, which makes client follow-up easier.
Fields with notes show a small blue square. The notes pane lists every note in one place, with who wrote it, whether it needs resolving and who cleared it.
If a ticked number changes, its tickmark is reversed to show the field needs reviewing again. The Reversed Tickmarks report lists every ticked field that needs re-review.
Electronic Filing errors must be cleared before a return can be e-filed. Check the Diagnostic report, or the Diagnostic Summary on the 1040 Return Dashboard, and clear each one.
Reviewers can sign off non-severe diagnostics to approve a return without clearing them. Informational alerts usually cannot be cleared. Your firm's policy may be stricter.
Overrides show in pink and estimates in orange. The override and estimate reports list them, and you can clear them one at a time or in bulk.
The Return Status pane shows each return's status, including e-file status in near real time. For 1040s, the Return Dashboard also shows e-file status, key dates and how many diagnostics are left.
In CCH Axcess Client Collaboration, use a Document Request List. There are templates for each entity type, which your firm can adapt. Clients can also keep documents in the Document Locker as they arrive during the year.
Check the document out in the portal. Others can't edit it while you have it. You can also mark files as read-only or read/write for client users.
If your tax preparers and reviewers ask questions like these every week, Outcomer answers them on their own screen, using your own CCH Axcess set-up and procedures.
See which CCH Axcess tasks staff ask about most, which procedure answered each question, and whether it was finished or passed to your support desk. Your IT team can export it at any time.
Outcomer never reads, uses or keeps the data in your systems. It finds each box and button by its label, never what’s typed in it, takes no screenshots, and works from your procedures, not your records.