CPA Practice Advisor gives CCH Axcess Portal a 5-Star Review!
Read the full review here.
CCH Axcess Portal is a secure online space that allows you to conveniently send, receive, and store client and firm files quickly and securely. Deliver the highest level of customer service via fast, streamlined communication, while staying compliant with data privacy and breach notification legislation. CCH Axcess Portal is available as a standalone solution or as an integrated part of CCH Axcess™ Document. Portal's key features provide:
- Secure, on-demand channel.
- Easy file sharing that enables collaboration.
- Intuitive file locators.
Your clients will experience unmatched convenience through instant access to their documents — including tax returns, financial statements and source documents. See for yourself how this all works by registering for a complimentary demonstration of Portal today!
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.
Future-ready firms understand that a complete Digital Tax Workflow isn't an option anymore, it's a requirement. Let us help you automate every step from obtaining client source documents and information, to digitally sending the completed tax return to the client along with an invoice. View our Digital Tax Workflow brochure here, or visit CCHGroup.com/DigitalTaxWorkflow and click on the contact us today button and your dedicated Solutions Consultant will soon share tax workflow insights and complimentary demos on how to get your firm ready for the future!
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.
Attend an upcoming presentation and learn how CCH Axcess Portal can support every area of your firm's operations.VIP registration >
“Our clients love the fact that the auditors can test documents, review leases and contracts, all through Portal access.”
Ryan Hagan, CFE, CPA,
Nonprofit Audit & Accounting Advisor, Altruic Advisors, PLLC, Broomfield, Colorado
“Our process is much quicker as far as turnaround time with returns getting done faster. All these pieces together increased billing and lowered AR results, and we can deliver returns and invoices through CCH Axcess Portal quickly. Our being able to grow the firm has been all about using efficiencies in the technology through Wolters Kluwer software.”
Christopher M. Salisbury, CPA/PFS, CFP, CSEPP
Partner, Smith+Salisbury, PLLC, Charlotte, North Carolina
For more client testimonials take a look at our Many Faces of CCH Solutions lookbook!
How Lohman Company, PLLC Uses Portal and Document to Increase Efficiency
How Krueger & Associates, P.A. Gains More Efficient Workflows and Higher Productivity in the Cloud
Frost, PLLC Cuts Costs by Going Paperless with CCH® Solutions
Jaynes, Reitmeier, Boyd & Therrell P.C. Automates 1040 Processing with CCH Axcess™
Sachetta & Callahan, LLC Uses CCH Axcess™ to Compete with Larger Firms and Stand Out from Competitors
CCH Axcess™ Maximizes Efficiency, for Randall L. Sansom, CPA, PA
Integrated Software Solution CCH Axcess™ Allows International CPA Firm with Multiple Offices to Operate as One
The Open Integration Platform allows customers and vendors alike to seamlessly integrate their applications and custom solutions with Wolters Kluwer’s cloud platform.