What are the phone tree options for 1-800-739-9998?

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® Global fx Tax
  • CCH® KnowledgeConnect
  • CCH® ProSystem fx®
  • CCH® Site Builder
  • CCH® Sales Tax

Phone Menu Options (As of Wednesday, January 19, 2022)

Option 1: Sales

  • Option 1: For Sales or Account Renewal

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

  • Option 1: Electronic Filing
    • Option 1: Consolidated Returns
    • Option 2: Employee Benefit Plans
    • Option 3: All other Electronic Filing questions 
  • Option 2: Questions regarding all tax returns types 
    • Option 1: Individual (1040) Returns
      • Option 1: Planning
      • Option 2: All other Individual questions
    • Option 2: Corporate (1120), S-Corporate (1120S) , and Consolidated Returns
      • Option 1: Corporate and S-Corporate Returns
      • Option 2: Consolidated Returns
    • Option 3: Partnership (1065) Returns
    • Option 4: Fiduciary (1041) Returns
    • Option 5: Exempt Organization (990) Returns
    • Option 6: Estate (706) and Gift (709) Returns
    • Option 7: Employee Benefit Plans (5500)
  • Option 3: Fixed Assets and Fixed Assets Manager (FAM)
  • Option 4: Letters, Letter Templates, and Correspondence Manager
  • Option 5: CCH Axcess IQ
  • Option 6: 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
    • Option 1: Pfx and Axcess Tax
    • Option 2: All other Tax or related Tax Products including Tax, Fixed Assets, Planning, and CCH Axcess IQ
  • Option 2: Accounting and Audit Products
    • Option 1: Engagement, Engagement Organizer, Workpaper Manager, and Trial Balance
    • Option 2: Knowledge Coach, Financial Prep, 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
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