CCH Axcess™ Practice 2024 Updates: Improvement on Invoicing Module

The Wolters Kluwer CCH Axcess™ platform is a pioneering modular, cloud-based accounting solution that integrates tax preparation software, compliance, workflow automation, and audit engagement tools. The platform is constantly updated over time, improving its functionalities for the users.

The recent June 12th, 2025, update on CCH Axcess™ Practice 2024 – 3.6 focuses on the updated Billing and Invoicing module, which is a core function of accounting practice management. Many firms expressed that the core Time and Billing software functions work well, and data integration capabilities are a major advantage with CCH Axcess™.

Practical Summary and Official Resources

For accounting professionals and firm administrators, understanding the tangible impact of any software update is crucial. Here’s a summary of the CCH Axcess™ Practice 2024 – 3.6 update with its practical value and a link to official Wolters Kluwer resources.

What Does This Update Mean For Your Daily Workflow?

Before the Update

Before this update, invoices could print in a different order from the one selected, so staff sorted the printed invoices by hand for mailing or filing. That added time to each billing run and raised the chance of sending the wrong invoice to a client.

After the Update (post-June 12, 2025)

The fix streamlines the end-of-month or periodic billing process. Staff can confidently select and print batches of invoices, knowing the physical output will match the on-screen selection. This directly translates to:

• Reduced Administrative Time: Less time spent sorting paper.
• Increased Accuracy: Lower risk of mis-mailing invoices.
• Faster Billing Cycles: A more efficient printing process helps get invoices out the door faster, which can positively impact accounts receivable.

Visit CCH’s support website for a detailed walkthrough

• Link: https://support.cch.com/kb/solution/sw28473
• This video guide walks users through the fundamentals of the billing module, from selecting WIP to generating a final invoice, providing essential context for where the new update will improve the workflow.

What users ask about

The official CCH Support Community shows the topics users ask about most, including the billing questions that the 3.6 update addresses:

• Day-to-day operational questions (client search, billing keywords, deleting contacts).
• Report output, including how invoices print.
• Occasional technical questions.

There is also a user-run ‘CCH Axcess™ User Forum’ on Facebook, where firms share tips on billing and invoicing with their peers.

Silver Sea Can Help Firms Leverage the CCH Axcess™ Platform

At Silver Sea, we understand the accounting firms’ workflow and problems. We provide custom-tailored solutions to help CPA firms improve efficiency and maximise their investment in CCH Axcess and related tech stack.

Disclosure: We’re not affiliated with or endorsed by CCH Axcess™ or Wolters Kluwer.

Automation, Integration and Dashboards for CCH Axcess Practice*™*

With regard to the core CCH Axcess*™* Practice’s functions: Time entries, billing and collection:

• Automated Time Entry Reminders and Approval: Our solution automatically reviews CCH Axcess™ Time Entry reports, identifies exceptions, and sends reminders, ensuring accurate data for payroll and billing, preventing missed revenues. Automated reminders and approval flows ensure that staff, admin and managers are aware of any delinquencies and have a basis for convenient follow-up.
• Automated Report Executions: Our automation can generate CCH Axcess™ system reports and prepare necessary reports for payroll, closing processes, and AR follow-ups.
• Automated sync between CCH Axcess Practice and other systems: Our state-of-the-art integration can eliminate most of the data entries related to client onboarding, file management, storage, project creation, etc…
• Once client fill out a form, we can initiate and approval flow to ensure that firm admins and partners can quickly and efficiently review the client information, issue approval within 1-2 clicks, and let automation handle the rest – sending onboarding emails, creating client records in Axcess Practice, creating tax project in Axcess Tax, creating Client document folder in Axcess Document, or Client portal in ShareFile/Box.com/Sharepoint/Dropbox etc…
• Firm Overview Dashboard: Our Power BI reports provide clear answers to critical questions and KPI monitoring, enabling drill-down from high-level overviews to detailed transactions for informed decisions on firm profitability.
• Automated CCH Data Axcess Utility (DAU) Issue Monitoring and Resolution: Our solution monitors DAU refresh logs, alerts IT admins to issues, and validates data. This ensures the underlying data for billing and invoicing, which the 3.6 update relies on, is always accurate and available, preventing disruptions.

Conclusion

The CCH Axcess™ Practice 2024 – 3.6 update is a welcome improvement that delivers a long-requested change to invoice printing. All in all, getting the most from CCH Axcess™ takes two things: using the platform from Wolters Kluwer well, and adding solutions such as ours where your firm wants to extend its processes or connect its systems.