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CCH Axcess™ Portal

CCH Axcess™ Portal is an online storage space that allows you to send, receive and store client and firm files quickly and securely. You will be able to deliver the highest level of customer service through fast, streamlined communication, while staying compliant with data privacy and breach notification legislation.

Key Features + Benefits
  • Immediate and secure access — Provides a secure and convenient channel for your clients to access their tax returns.
  • File-sharing made easy — Effortlessly exchange, store and organize files of all sizes. For example, your clients can upload their QuickBooks® files to CCH Axcess Portal, eliminating the need to exchange DVDs.
  • Quickly find stored files — Search, filter and display documents by file type, title, creator and keyword.
  • Improved client service — A single mouse click makes an entire tax return available for the client’s review. After reviewing the return, your client simply signs the e-filing release and faxes it to you. The return is now ready for electronic filing.

CCH Axcess Portal will also allow you to save money on postage by eliminating the need to mail paper communications, like source documents and financial statements.

 
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CCH Axcess today.