CCH Axcess Practice vs CrossLink

CCH Axcess Practice is practice management software for accounting firms, covering time entry, billing, client payments and profitability reporting. Firms can bill hourly, at fixed fees or by progress, create and edit invoices, and use multiple billing fee agreements or batch billing. Staff can enter time on one screen, use automated clocks, or record time in the mobile app; clocks are accessible from a route sheet and tax return. Reports include productivity ratios, work-in-progress and accounts-receivable analysis, and profit by office or project. Supported payment partners let clients pay electronically through a Pay Now button in invoice emails, invoice templates or the client portal, with payments appearing automatically in Accounts Receivable. The product is part of CCH Axcess, a cloud solution Wolters Kluwer describes for work from home, travel and client visits using a laptop. CCH Axcess APIs support firm-built integrations, and Marketplace lists software integrations. The product page offers a quote request and demonstration registration. Pricing is available on request.

CrossLink is professional tax software for preparers, from individual practices to multi-office firms. CrossLink 1040 is designed for individual returns, while CrossLink Business supports corporate and business returns and requires an active CrossLink 1040 license. The product lists federal and state e-file, unlimited federal and state returns, 4,300 federal and state forms and schedules, and hundreds of return verifications. Agent Intelligence can extract information from uploaded IDs and specified tax forms into returns, and provides guidance for forms being prepared in over 12 languages. TaxPass supports client document sharing through a mobile experience, and Remote Signature enables remote signing. TextLink Plus supports unlimited texts linked to each client's return. Integrations include Zapier, PayJunction, bank products, TheTaxBook WebLibrary, and accounting or bookkeeping tools. CrossLink lists technical support and personalized onboarding; support is available in English and Spanish, but does not provide legal or tax advice. CrossLink 1040 costs what you agree with the maker, and CrossLink Business costs what you agree with the maker. A free trial is available.