CCH Axcess™ Document

Achieve centralized document management in the cloud.

CCH Axcess Document offers a feature-rich document management solution that electronically organizes and stores all types of client documents and firm communications within a familiar structure to support a true paperless work environment.


Key Features

A completely digital filing structure that features...

  • Digital filing of firm documents
  • Round-the-clock access to information
  • Retention capabilities to ensure compliancy
Details

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.

  • Electronic Filing and Storage —

    Search by client name or ID, file name or key file properties such as assigned classes and subclasses or keyword, so file retrieval is quick and easy.
  • Immediate Document Access —

    Improve client service, quickly respond to client requests and provide instant service via 24/7 access to firm documents.
  • Automated Retention Policy Management Capabilities —

    Ensure accuracy and compliance with file retention and destruction policies (including email).
  • Version Control and Collaboration Features —

    Helps ensure everyone has access to the most recent version of a document.
  • Digital File 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.

More
Professional and Client Services — Training and Consulting

CCH Axcess Implementation Consulting is designed to ensure a smooth implementation of CCH Axcess products. You’ll work with a single point of contact throughout the entire implementation process to meet all implementation objectives.

Course Objectives

  • Review hardware, software, and bandwidth requirements and recommendations
  • Analyze existing data for import into CCH Axcess
  • Install the Smart Client
  • Configure firm setting and defaults
  • Create clients and staff
  • Configure security
  • Import clients
  • Migrate existing data

Who Should Attend?

  • IT and Document champions.

Program Information

Recommended CPE

  • No CPE certificates

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  • Web-based
  • Single-client training (1-on-1)

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Drawing from years of experience working with accounting firms in similar situations, our consultants will facilitate a step-by-step approach designed to integrate Document into your document management workflow in a way that meets your unique business needs. During this highly interactive session the software will be configured to reflect every important best practices decision which will be documented in a custom Policies & Procedures Guide.

Course Objectives

  • Understand managing and working with files in Document
  • Create a file migration and location plan to address your existing electronic information
  • Develop a scan workflow for paper documents
  • Maximize integration with other software applications
  • Understand all file properties and set-up a class/subclass list
  • Configure firmwide settings, defaults, lists, and user options

Who Should Attend?

  • The Document Champions Team.

Program Information

  • Program Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • Specialized Knowledge & Applications - 8 credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Guidance in setting up and configuring Document is crucial in order to ensure every vital consideration has been addressed and that you are taking full advantage of the features available in the application. During Document Setup Training, designed for firms with less than 10 users, an experienced Wolters Kluwer Consultant will ensure the most important setup and configuration items in the application are addressed in order to ensure a successful implementation of Document.

Course Objectives

  • Understand managing and working with files in Document
  • Create a file migration and location plan to address your existing electronic information
  • Develop a scan workflow for paper documents
  • Maximize integration with other software applications
  • Understand all file properties and set-up a class/subclass list
  • Configure firmwide settings, defaults, lists, and user options

Who Should Attend?

  • The Document Champions Team.

Program Information

  • Program Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • Specialized Knowledge & Applications - 8 credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Learning how to successfully take advantage of the many tools available in Document is critical for every staff member. This introductory course provides hands-on training on the basic functions and features of Document, ensuring your staff members recognize and understand the full benefits of an integrated document management system.

Course Objectives

  • Understand the purpose and benefits of Document
  • Learn to navigate the Document user interface
  • Understand how to add various types of files to Document
  • Know the options for searching for files and organizing lists of files
  • Understand the features and functions available to work with and manage files in Document

Who Should Attend?

  • New CCH Axcess Document users.

Program Information

  • Program Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Specialized Knowledge & Applications - 4 credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Register Now

  • Web-based
  • Multi-client Training (MTS)

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Learn how to integrate your workflow using all modules of CCH Axcess™ – Tax, Document, Portal, Workstream, and Practice. During this session, we will walk through a sample workflow and illustrate how to collaborate effectively across roles, departments, and/or office locations. We will also review how to use the single integrated Dashboard to manage your client, project, notifications, notes, and discussions.

Course Objectives

  • Understand the integration between CCH Axcess™ Practice, Workstream, Document, Portal, and Tax
  • Create a customized Dashboard to manage your assigned client work
  • Understand an example tax workflow using CCH Axcess™
  • Manage clients from a customized Dashboard
  • Use the CCH Axcess™ (Mobile) app to manage your clients on the go

Who Should Attend?

  • Anyone using multiple CCH Axcess™ modules currently or has interest in using multiple modules.

Program Information

  • Program Level: Intermediate
  • Prerequisites: Basic knowledge of at least one CCH Axcess module
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 attendees (1-on-1)
  • Specialized Knowledge & Applications — 2 credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

The retention and destruction of records, regardless of format, is a critical component of an accounting firm’s records and risk management plan. Only through establishment of official procedures that are followed consistently can exposure to liability be measured and controlled. During Record Retention Consulting a Wolters Kluwer Consultant will provide valuable information, including how to maximize the use of Wolters Kluwer applications, which will enable the firm to start developing a custom record retention policy. This two or four hour course is designed for all accounting firms.

Course Objectives

  • Apply the concepts required to develop a record retention policy
  • Create a formal record retention policy for client related records, including methods to evaluate your current records environment
  • Understand how various Wolters Kluwer Applications, especially Document, can make management of a record retention policy much more efficient
  • Implement procedures to prepare for legal or regulatory action

Who Should Attend?

  • The Record Retention Champions Team.

Program Information

  • Program Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • Regulatory Ethics - 2 or 4 credits depending on the length of the session

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Document Post Implementation Consulting is a customized consulting session meant to assist firms with workflow issues, system configuration, and expanding their overall use of Document. Many firms use this session, specifically, to develop non-client storage areas in the application.

Course Objectives

  • Refine current workflow processes, as they relate to Document
  • Review current file properties (e.g. classes and subclasses) and make necessary changes
  • Develop non-client storage areas in Document (e.g. Administrative, Human Resources, Firm Management)

Who Should Attend?

  • The Document Champions Team.

Program Information

  • Program Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • Specialized Knowledge & Applications - 2, 4 or 8 credits depending on the length of the session

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Document Workflow Consulting is designed to assist firms in transitioning their current workflow processes (whether paper-based, semi-paperless, or totally paperless) into the Document environment. This session will be customized to the firm’s needs and their current service areas.

Course Objectives

  • Analyze the firm’s current workflow processes
  • Translate the current workflow into an optimal workflow for Document
  • Provide best practices to facilitate a paperless initiative

Who Should Attend?

  • The Document Champions Team.

Program Information

  • Program Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • Specialized Knowledge & Applications - 2, 4 or 8 credits depending on the length of the session

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

CCH Axcess™ Document