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CCH Axcess™ Client Collaboration
A secure unified collaboration hub for firms and their clients.
Find out what firms need to understand about client collaboration
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Track Client Workflows From Beginning to End
The CCH Axcess Client Collaboration module offers firms a new way to move client work through their workflows. A unified collaboration hub for firms and their clients, CCH Axcess Client Collaboration is the next evolution of a secure portal.
Firms can send and receive engagement letters, request information, review and deliver returns, obtain e-signed 8879 forms, and send invoices. Clients can review, sign and return engagement letters; respond to a simplified organizer questionnaire and document request list; import their W2s, 1099s, 1098s and other year-end financial documents directly from the source; and can track the entire process from one centralized interface.
Ready to see what CCH Axcess can do for your firm?
A Seamless Partnership
CCH Axcess Client Collaboration’s platform facilitates a frictionless experience between firms and clients across all tax and audit workflows.
Client Benefits
- Clients are walked through a straightforward step-by-step process, so they are never left guessing what to do next.
- The ability to e-Sign engagement letters and other documents saves clients time and postage.
- Retrieve W2s, 1099s, 1098s, and other year-end financial documents directly to the organizer request list, saves clients time and makes these documents immediately available when issued.
- Ask or answer questions throughout the engagement.
- Review the return, and view a summary of the return, and e-sign Form 8879.
- View and electronically pay invoices as soon as the work is complete.
Firm Benefits
- Simplified tax and audit workflows for firms and clients alike.
- Create, send and track engagements, including engagement letters and clients’ progress on organizer questionnaire and request list.
- Send organizers and all client-provided documents through Scan and AutoFlow to quickly jumpstart tax returns.
- Improved client relations due to ease of use of the client collaboration system.
Resources
Grow your firm's expertise with these resources
