CCH Axcess API Spotlight

CCH Axcess API Spotlight

Welcome to the "API Spotlight" series, where we delve into the transformative world of APIs and their impact on professional services. Join us as we shine a light on the cutting-edge API strategies and integrations that are revolutionizing the way accounting firms operate. In each 10-15 minute episode, CCH product experts and thought leaders take the stage to share their insights, experiences, and practical use cases, providing you with a deep understanding of how APIs can drive efficiency, enhance productivity, and unlock new opportunities. Whether you are a developer, a technology administrator, or a firm leader, "API Spotlight" offers a unique opportunity to gain valuable knowledge and learn best practices for leveraging APIs in your organization. Discover how APIs can streamline workflows, enable seamless integrations, and unlock the power of data analytics and reporting.

Episodes

October 24, 2024 8 mins
In today's episode, Document technology expert Damon Russell explores how the CCH Axcess Firm Management APIs enable innovative integrations using data from CCH Axcess Document and CCH Axcess Portal. We discuss real-world use cases, such as automating file storage, uploading files with publishing options, creating approval processes for uploaded documents, and managing tasks from external applications. Firm Management APIs transfor...
Mark as Played
In this episode, we're joined by Kenny Cheung, Director of Innovation and Technology at Grassi. We'll explore how Grassi has leveraged the Tax Transfer API to improve their tax processes, making their operations more efficient and effective. Kenny shares his experiences in managing the integration of this technology into the firm's workflow. We discuss the challenges and successes of change management, providing insights on how to ...
Mark as Played
In this episode of "API Spotlight," we are thrilled to have Rod Lear, Senior Technical Product Manager, shed light on the Tax Transfer APIs. Join us as Rod shares invaluable insights into how these APIs empower accounting firms to seamlessly transfer tax data into and out of a return. Uncover the potential of Tax Transfer APIs as Rod showcases real-world applications for importing and extracting tax return data, including automatin...
Mark as Played
In the first episode of "API Spotlight," we delve into Wolters Kluwer's robust CCH Axcess API strategy. Join Shahbaz Khan, Associate Director of API Program and Partners and Adam Orentlicher, Senior Vice President of Product Software Engineering, as they provide a comprehensive introduction to APIs and share insights into our innovative approach. Discover how our API strategy enables seamless integration and enhances productivity w...
Mark as Played

Popular Podcasts

    If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

    Dateline NBC

    Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

    On Purpose with Jay Shetty

    I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!

    The Bobby Bones Show

    Listen to 'The Bobby Bones Show' by downloading the daily full replay.

    The Joe Rogan Experience

    The official podcast of comedian Joe Rogan.

Advertise With Us
Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.