Accounting & BookkeepingData Management3MediumAssociate$ implied

A new associate struggles to import K-1 QBI information from partnership returns into CCH Axcess, manually typing large amounts of data due to lack of import functionality.

Import functionality for K-1 QBI data is lacking or unknown in CCH Axcess, forcing manual entry and causing inefficiency.

Opp. Score

Severity

3Medium

Willingness to Pay

implied

Added

Sep 1, 2026

Workarounds Described

Manually typing K-1 QBI information into Axcess

Implied Software Gaps

Import functionality for K-1 QBI data within Axcess

App Concept

K1ImportBridge

K1ImportBridge is an integration tool that automates the import of partnership K-1 data, including Section 7 QBI information, directly into CCH Axcess. It eliminates manual data entry, reduces errors, and saves time during tax preparation.

Key Features

Automated parsing of K-1 PDFs and digital files
Direct import into CCH Axcess with mapped fields
Support for QBI Section 7 data fields
Error checking and validation to ensure accuracy

Target Users: Tax associates, seniors, and managers at public accounting firms using CCH Axcess for partnership tax returns

Revenue Model: $49 per user per month subscription with tiered pricing for firms based on K-1 volume

Part of App Idea

A new associate struggles to import K-1 QBI information from partnership returns into CCH Axcess, manually typing large amounts of data due to lack of import functionality.

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