---
title: 'CCH Axcess + Salesforce Sales Cloud'
url: 'https://www.staging38.commercient.com/product/cch-axcess-salesforce-sales-cloud/'
date: '2026-06-19T11:32:56-04:00'
modified: '2026-06-19T11:32:56-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects CCH Axcess to Salesforce Sales Cloud, giving your team access to CCH Axcess data directly within Salesforce Sales Cloud. 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 Salesforce Sales Cloud, giving sales teams access to ERP customer, order, invoice and inventory data from inside Salesforce Sales Cloud. The integration can support both ERP-to-CRM and CRM-to-ERP sync directions, with objects and frequency defined per project scope.

## What syncs

- Update Salesforce Sales Cloud Contacts from CCH Axcess Customer Contacts
- View CCH Axcess Inventory in Salesforce Sales Cloud
- Sync CCH Axcess Payments to Salesforce Sales Cloud Account Records
- Access CCH Axcess Price Lists from Salesforce Sales Cloud
- Sync CCH Axcess Credit Notes to Salesforce Sales Cloud
- Import Salesforce Sales Cloud Contacts as CCH Axcess Customer Contacts

## Why Commercient

### Product and inventory visibility

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

### Deal-to-order workflow

Connect Salesforce Sales Cloud 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 Salesforce Sales Cloud so account managers can review outstanding balances and recent payments alongside their pipeline and customer activity.

### Quote-to-order workflow

Connect Salesforce Sales Cloud 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 Salesforce Sales Cloud

Salesforce Sales Cloud is a CRM platform for sales teams, managing accounts, contacts, leads, opportunities, activities and revenue forecasting.

## Frequently asked questions

### Can CCH Axcess Items and Inventory be accessed from Salesforce Sales Cloud?

Yes, Commercient can sync CCH Axcess Items and Inventory to Salesforce Sales Cloud so sales teams can check product availability and pricing from inside the CRM. Supported objects and sync direction depend on project scope.

### Does Commercient support two-way sync between CCH Axcess and Salesforce Sales Cloud?

Commercient can support bidirectional sync between CCH Axcess and Salesforce Sales Cloud, such as ERP-to-CRM customer data and CRM-to-ERP deal-to-order workflows. Two-way sync capability and object coverage depend on the systems involved and the integration scope.

### Can CCH Axcess Price Lists sync to Salesforce Sales Cloud for sales quoting?

Yes, Commercient can sync CCH Axcess Price Lists to Salesforce Sales Cloud so sales reps have access to current pricing, discount tiers and customer-specific rates from inside the CRM. Exact mapping depends on project configuration.

### Can Commercient support dashboards or reporting from CCH Axcess data in Salesforce Sales Cloud?

Commercient can support surfacing CCH Axcess data inside Salesforce Sales Cloud views so teams can build account-level reports using ERP financial and transactional data. Custom dashboards and automated alerts depend on the CRM platform and project scope.

### How is the CCH Axcess and Salesforce Sales Cloud integration scoped and implemented?

Commercient scopes each integration project based on the customer's CCH Axcess and Salesforce Sales Cloud configuration, the objects to be synced, and the required sync direction. Implementation timelines and supported objects are agreed during the scoping process.