Accounting & BookkeepingSoftware Feature Gap4HighTax Preparer$ implied

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.

Opp. Score

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

Part of App Idea

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

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