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