1099 & Contractor Reporting for Corporate Tax Managers with CCH Axcess
The Problem
January 31 1099 deadlines catch every Corporate Tax firm off-guard — W-9s are missing, vendor records are inconsistent, and e-file rejections cascade.
What We Build in CCH Axcess
AI identifies 1099-eligible vendors from Thomson Reuters ONESOURCE, chases missing W-9s, prepares 1099-NEC and 1099-MISC filings, and submits to the IRS — January 31 becomes a non-event. Purpose-built for teams running CCH Axcess — uses the native API or agent integration so nothing leaves the system of record.
CCH Axcess Integration Approach
Audit your CCH Axcess configuration
We map the specific CCH Axcess objects, custom fields, and workflows the automation needs to touch for your corporate tax practice.
Build on the CCH Axcess API or agent
Integration happens inside CCH Axcess — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in CCH Axcess with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your CCH Axcess instance
30-minute call. We'll look at your actual CCH Axcess setup and show exactly how this workflow fits.