CCH Support Phone Tree

ACCOUNT # 792547

The 800-739-9998 phone tree menu includes Sales, Account Renewal, Billing, Training, and Support for the following products.

CCH Axcess™
CCH® Fixed Assets Manager
CCH® ProSystem fx®
CCH® Site Builder
CCH® Sales Tax

Phone Menu Options (As of Tuesday, January 3, 2023)

Option 1: Sales

Option 1: For Sales or Account Renewal

Option 2: For assistance with Electronic Filing, Beneficial Ownership and Tax Return Preparation (including Forms, Diagnostics, Calculations, or Input)

Option 1: Questions regarding all tax return types
- Option 1: Individual (1040) Returns
  - Option 1: Questions regarding the federal return
  - Option 2: Questions regarding the state return
  - Option 3: Electronic filing questions
- Option 2: Corporate (1120), S-Corporate (1120S)
  - Option 1: Questions regarding the federal return
  - Option 2: Questions regarding the state return
  - Option 3: Electronic filing questions
- Option 3: Consolidated Returns
  - Option 1: Questions regarding the federal return
  - Option 2: Questions regarding the state return
  - Option 3: Electronic filing questions
- Option 4: Partnership (1065) Returns
  - Option 1: Questions regarding the federal return
  - Option 2: Questions regarding the state return
  - Option 3: Electronic filing questions
- Option 5: Fiduciary (1041) Returns
  - Option 1: Questions regarding the federal return
  - Option 2: Questions regarding the state return
  - Option 3: Electronic filing questions
- Option 6: Exempt Organization (990) Returns
  - Option 1: Questions regarding the federal or state return
  - Option 2: Electronic filing questions
- Option 7: Estate (706) and Gift (709) Returns
  - Option 1: Questions regarding Form 706
  - Option 2: Questions regarding Form 709
  - Option 3: Questions regarding Form 1041
- Option 8: Employee Benefit Plans (5500)
  - Option 1: Questions regarding Forms 5500, 5500-SF, 5500-EZ, and related forms
  - Option 2: Electronic filing questions
Option 2: Beneficial Ownership, Fixed Assets, Fixed Assets Manager (FAM), General Ledger, Planning or e-Sign
- Option 1: ProSystem fxFixed Assets
- Option 2: Fixed Asset Manager
- Option 3: General Ledger
- Option 4: ProSystem fx Planning
- Option 5: e-Sign
- Option 6: Beneficial Ownership
Option 3: Letters, Letter Templates, and Correspondence Manager
Option 4: CCH Axcess IQ
Option 5: Xpitax (Outsource)

Option 3: For assistance with installations, Updates, and Passwords

Option 1: Axcess
Option 2: All Tax or related Tax Products
Option 3: All other products

Option 4: For all other technical assistance

Option 1: Tax Products including Beneficial Ownership
- Option 1: Pfx and Axcess Tax
- Option 2: Related Tax Products including Fixed Assets, Fixed Assets Manager, and Planning
- Beneficial Ownership
Option 2: Accounting and Audit Products
- Option 1: Pfx and Axcess Engagement, Engagement Organizer, and Workpaper Manager
- Option 2: Knowledge Coach, Audit Accelerator, and Teammate Analytics
Option 3: Time, Billing and Project Management Products (including Practice products, and Workstream)
- Option 1: Practice
- Option 2: Data Axcess Utility
- Option 3: Workstream
- Option 4: Axcess Workflow (formerly XCM)
Option 4: Document Management Products (including Document, Scan, PDFlyer, and Portal)
- Option 1: Document and Portal
- Option 2: Scan and PDFlyer
- Option 3: Client Collaboration
Option 5: For all other products
- Option 1: Sales Tax Sales and Support
- Option 2: Open Integration Platform
- Option 3: Site Builder
- Option 4: Research and Learning
- Option 5: ATX
- Option 6: TaxWise

Option 5: Customer Training, Tax Data Conversion, or CCH Connections User Conference

Option 1: Scheduling Customer Training or CPE Certifications
Option 2: Tax Data Conversion
Option 3: CCH Connections User Conference

Option 6: Billing and General Account Questions

Option 1: Payment Issues
Option 2: For All Other Billing and Account Issues