CCH Axcess™ Document
CCH Axcess™ Document helps you digitally organize and manage the full range of documents found in your firm — from tax returns to client correspondence, employee records and email. With your files centralized in a single, searchable database it's fast and easy to find what you need, when you need it.
Key Features + Benefits
- Quick access to what you need — Store firm files digitally, in electronic folders that mimic physical cabinets, but are much easier (and faster!) to search.
- Improve client service — With 24/7 access to firm documents, you'll be able to respond to client requests faster, and provide instant service, even during the evenings or weekends.
- Ensure compliance and accuracy — Automated retention capabilities help you comply with regulations related to file retention and destruction (including email). And version control and collaboration features can help ensure everyone has access to the most recent version of a document.
- Digital files are easier to back-up — Mitigate risk with electronic files that are easier to back-up and store off-site for access in case of disaster.
With CCH Axcess Document, you'll spend less time organizing, managing and searching for documents, leaving more time for billable activity and providing a healthier work-life balance for you and your staff.