Migrate CCH Axcess data to Onvio
Use this article to migrate data from CCH Axcess to Onvio.
Before you start
- Prepare your data for migration.
- Make sure you have a My Account login. If you don't have one, see your firm's administrator about creating a login.
2021 forms and schedules that convert from CCH Axcess
Migration steps
- Create a folder on your desktop where you will export your CCH data.
- Open CCH Axcess Tax.
- Open the Return Manager
- Select the returns you want to convert.
Notes: Do not include cross-entity returns (TX Franchise, NV Commerce, OR CAT), consolidated 1120 returns, imported trial balance data for business tax returns, or Schedule K-1 data shared between business and individual returns.
- Select the Utilities tab, and click Transfer to Prosystem FX. If this option is grayed out, please see your CCH Axcess Firm Administrator.
- On the Return Transfer Options screen, enter a generic description in the Office group name field, and change the location of the export to the folder created in step 1.
- Open the export folder to confirm you have the correct data. You should see files that have a [taxyear]_RT_[currentdate]_[currenttime].dat format. For example, the file name would be 2021_RT_20220729_0913.dat if you exported a 2021 return on 7/29/2022 at 09:13am.
- Right-click the folder you created in step 1, and select Send to > Compressed zip, or ZIP the folder using your preferred method.
Notes:
- Do not password protect or encrypt the ZIP file.
- Do not rename or modify any of the .dat files created during the export file. Only .dat files should be zipped and submitted.
- Log in to My Account.
- Follow the on-screen instructions to complete the setup process and upload your prepared data.
- Once submitted, you can track your migration progress by logging in to Onvio and selecting Setup, then Migrations.
Conflicts
If any client data you import is similar to but does not exactly match data that already exists in Onvio, it'll be flagged as a conflict. You'll need to decide how to handle those conflicts before the migration is considered complete.
- To view conflicts, select Setup, then Migrations in Onvio.
- Select Third-party applications.
- For each conflict listed, select the plus sign to expand details on the conflict.
- Select Create new record or Use this record.
- Select Submit resolved conflicts when you're finished. You can submit at any time and come back to finish making your selections; you don't need to choose what to do with every conflict at once. However, you cannot start another migration until all conflicts have been addressed.
Next steps
Contact us
Call 800-968-0600
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