Operating a business or doing taxes is never easy, particularly if you are doing it yourself. Whether you are a small business owner, freelancer or simply attempting to get ahead of tax season, having the right tools can make all of the difference. That is exactly where CCH Software can help you.
If you have ever contemplated hiring an accountant or dealing with a personal accountant, you most likely know about CCH , one of the top accounting software platforms used by certified accountants in the U.S. This highly effective software is better than ever in 2025, loaded with options to save you time, lessen emotional stress, and also keep you compliant with IRS regulations.
This article explains what the top 10 features of CCH Software you should have in 2025. Whether you are doing your taxes by yourself or attempting to get much more from your accountant, this blog will help you grow.
Top 10 features of CCH Software To Know and Use in 2025
Below are the top 10 features of CCH software in 2025
1. Smart Client Portals
One of the greatest features of CCH Software today will be the basic Client portal. Think about it to be a private online mailbox in which you and your accountant can exchange files securely. No more scanning, printing and emailing tax forms forth and back.
In case you work with a personal accountant, this tool keeps you both organized. You upload documents on your side, they process and review everything, and you receive updates, all in a single space.
2. Cloud Access Anytime, Anywhere
By 2025, a lot of people work from home, and your accounting software should be as flexible. CCH is available today from any PC, phone or tablet-anytime, anyplace.
This is particularly helpful if you are hiring an accountant or dealing with a professional accountant who works elsewhere. Everybody is connected online.
3. Automatic Tax Updates
Tax laws change continually. CCH Software keeps itself updated with IRS tax codes, deduction modifications, and compliance rules. You never miss something important, the software keeps you informed.
This by itself can make CCH an intelligent option if you are not employing a full time accountant but still wish to remain compliant.
4. Built In Document Management
CCH lets you store, organize and search all your documents inside the software. That means no more scouring your inbox for last year's 1099 or client receipt.
You may tag documents by client, project or year. If you work with a personal accountant this helps keep everybody on the exact same page.
5. Powerful Reporting Tools
Want to see the way your business did this year? Would you like a quick rundown of your expenses, revenue or tax obligation?
CCH produces charts and reports that anyone can view, great for making financial decisions or even planning for the coming year. These tools could be particularly useful when you have a conversation with a seasoned accountant helping you prepare for growth.
6. Integration with Other Tools
CCH software integrates with most apps & software. That includes QuickBooks, Excel and document storage tools like Dropbox or Google Drive.
So in case you are currently using different tools to control your business finances, CCH will connect and save you time. Which also means your accountant can work quicker and more correctly with your information in a single place if you are hiring one.
7. e-Filing with a Few Clicks
Tired of mailing forms to the IRS or monitoring deadlines? CCH Software makes e-filing quick and simple. You can file state and federal returns electronically with a couple of clicks.
In case you have an individual accountant doing this for you, they send it from the software and you receive an immediate confirmation once it is accepted.
8. Workflow Automation
Do you dread performing the same tasks again and again? Workflow automation in CCH reduces manual actions. You can create reminders, tasks and approvals. It is like a self running checklist.
This is really a lifesaver, particularly in tax year. Whether you do all the finance yourself or you employ an accountant, automating repeated measures means fewer mistakes and much more time for your company.
9. Advanced security Features
With so many scams and identity theft cases in the news, Security is an ever pressing issue. CCH Software utilizes advanced security protocols including encrypted information, multi-factor authentication and automatic backups.
When you work with an individual accountant, you want to know your tax and financial data is secure with him. Your info is protected with CCH's security setup.
10. Real-Time Collaboration Tools
Talking to your accountant while reviewing a tax form? CCH includes collaboration tools so you and your accountant can work on the exact same document jointly. You leave notes, track changes and communicate without switching apps.
This is particularly helpful in case you are hiring an accountant for the very first time or operating things at home. You both stay in sync with no lengthy email chains.
Tips for Using CCH in 2025
Suggestions to help you take full advantage of CCH Software this year are :
- Use the cloud version to work wherever.
- Sort your files by client and year to save time later.
- Use templates for documents and reports.
- Master the fundamentals with online training or even consult your accountant for a walkthrough.
- Keep updated by enabling automatic software updates.
Whether you are doing your taxes solo or you are employing an accountant to help you, CCH gives you the resources to remain organized and confident.
Do You Still Need a Personal Accountant?
These features might leave you wondering if you still need a professional or personal accountant. The answer? Probably yes, just in a different way.
CCH Software makes it simpler for you to do your taxes and accounting but it can not replace human advice. A professional accountant can help with :
- Save money with better tax planning.
- Get ready for audits.
- Avoid common mistakes.
- Make long-term financial choices.
In case employing an accountant full time isn't in your budget, pair up during tax season or for quarterly reviews with one. The good news is that CCH makes collaboration easier for you and your accountant.
Also read: CCH Tax Prep Tips for Complex Corporate Returns
Conclusion
In 2025, there's no reason to do taxes or accounting the hard way. CCH Software is one of the most powerful & easy to use platforms for people and small businesses. From cloud access and safe document sharing to real-time collaboration and automation, its functionality is designed for individuals like you.
So, in case you are dealing with a personal accountant or considering employing an accountant for the first time, CCH can make things simpler for you. You will save some time, lessen emotional stress and make better choices, and all without a degree in accounting.
In case you haven't tried CCH yet, go explore its features. You are going to thank your future self for it.
