Wolters Kluwer

CCH Axcess™ Portal


Mitigate risk, support client privacy and gain a competitive edge by delivering better client service.

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Delivering an Optimal Solution

CCH Axcess Portal eliminates the need to mail paper communications, like source documents and financial statements, and adds value to clients by providing on-demand access to files and information. Taking advantage of instant access lets your clients view their documents with minimal effort on the part of your firm with the following benefits:

  • Security and convenience — Provides secure and convenient access to client tax returns and information.
  • Easy file-sharing — Effortlessly exchange, store and organize files of varying sizes. For example, upload a QuickBooks® file using CCH Axcess Portal, eliminating the need to exchange DVDs.
  • Quick file locator — Search, filter and display stored documents by file type, title, creator and keyword.
  • Seamless review process — Send clients electronic returns/files for review. When the client has uploaded new files, you can easily add them to CCH Axcess Document.
    CCH Axcess Portal
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Integrated Modules

The profession's first modular cloud-based tax preparation, compliance and workflow solution.

An intelligent tax preparation, compliance and workflow solution specifically built for the cloud.

Mitigate risk, support client privacy and gain a competitive edge by delivering better client service.

Maximize billable hours and streamline administrative work.

Increase your profitability with a full-featured solution designed to efficiently manage all of your deliverables.

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Training & Consulting

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Support

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