The user cannot calculate the maximum solo 401k contribution for a client within their CCH Axcess tax software, and is seeking a workaround.

CCH Axcess lacks a built-in tool to compute maximum solo 401k contributions, forcing manual calculation or use of external resources.

Severity

4High

Willingness to Pay

implied

Added

May 28, 2026

Implied Software Gaps

A tax preparer needs a built-in solo 401k contribution calculator within CCH Axcess to avoid manually computing limits.

App Concept

SoloCalc Pro

SoloCalc Pro is a quick-reference plugin or web app that integrates with CCH Axcess and other tax software. It instantly computes maximum solo 401k contributions (employee plus employer) based on net earnings from self-employment, allowing tax preparers to answer client questions without leaving their workflow. No more manual math or scattered spreadsheets.

Key Features

One-click solo 401k max contribution calculator
Integration with CCH Axcess (imports Schedule C data)
Customizable assumptions (plan type, compensation)
Printable client-ready explanation of contribution limits

Target Users: Tax preparers at small to mid-sized accounting firms who use CCH Axcess and serve self-employed clients with solo 401k plans.

Revenue Model: $19/mo per user or $99/year for unlimited use within one firm

Existing Solutions Mentioned

CCH Axcess

Want to go deeper?

Sign up to save ideas, run AI analysis, and track opportunities in your personal workspace. Founding members get full access.

Join Beta

Solutions (0)

Discussion (0)

No comments yet