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.
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.