---
title: 'CCH Axcess + Close CRM'
url: 'https://www.staging38.commercient.com/product/cch-axcess-close-crm/'
date: '2026-06-19T11:32:31-04:00'
modified: '2026-06-19T11:32:31-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects CCH Axcess to Close CRM, giving your team access to CCH Axcess data directly within Close CRM. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects CCH Axcess and Close CRM, giving sales teams access to ERP customer, order, invoice and inventory data from inside Close CRM. The integration supports customisable sync frequency and field mapping to match the specific needs of each sales team.

## What syncs

- Connect CCH Axcess Quotes to Close CRM Opportunities
- Sync CCH Axcess Customers to Close CRM Organizations
- Display CCH Axcess Invoices in Close CRM
- Access CCH Axcess Items and Inventory from Close CRM
- Export Close CRM Opportunities as CCH Axcess Sales Orders
- Sync CCH Axcess Sales Orders and Status Updates to Close CRM

## Why Commercient

### Product and inventory visibility

Access CCH Axcess Items, Inventory and Price Lists from Close CRM so sales teams can check product availability and provide accurate information to customers.

### Deal-to-order workflow

Connect Close CRM Opportunities back to CCH Axcess as Sales Orders so approved deals can move into ERP fulfilment workflows when included in the integration scope.

### Invoice and payment visibility

Surface CCH Axcess Invoices and Payments inside Close CRM so account managers can review outstanding balances and recent payments alongside their pipeline and customer activity.

### Quote-to-order workflow

Connect Close CRM Quotes to CCH Axcess Sales Orders so sales quotes approved in the CRM can create ERP orders and trigger fulfilment without re-entry.

## About CCH Axcess

CCH Axcess is a cloud-based tax and accounting platform for professional services firms, managing tax preparation, workflow, document management and firm administration.

## About Close CRM

Close CRM is a sales-focused CRM for inside sales teams, managing leads, contacts, calls, emails, sequences and deal pipelines in one platform.

## Frequently asked questions

### What happens if a customer already exists in both CCH Axcess and Close CRM?

Commercient handles duplicate customer matching during implementation using configurable matching criteria such as account name, email or customer code. The matching logic is agreed during the scoping and setup process to prevent duplicate records.

### What data can Commercient connect between CCH Axcess and Close CRM?

Commercient can synchronise key CCH Axcess ERP data with Close CRM, such as Customers, Contacts, Items, Inventory, Sales Orders, Invoices and Payments. Supported objects and sync direction depend on the customer's system setup and project scope.

### Can CCH Axcess Customers sync into Close CRM Organizations and Contacts?

Yes, Commercient can sync CCH Axcess Customers into Close CRM as Organizations and Contacts. This gives sales teams access to ERP account data from inside the CRM. Exact field mapping and sync frequency are configured per project.

### Can Close CRM Opportunities be connected back to CCH Axcess as Sales Orders?

Commercient can support connecting Close CRM Opportunities back to CCH Axcess as Sales Orders when included in the integration scope. This allows approved CRM deals to flow into ERP fulfilment workflows. Two-way sync capability depends on project configuration.

### How often does the CCH Axcess and Close CRM sync run?

Commercient typically runs on a scheduled sync, with frequency configurable based on business requirements. Near-real-time and scheduled batch options are available depending on system capabilities and project scope.