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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Save Time with More Efficient Collaboration
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 and clients benefit from electronic engagement letters, customizable tax organizers, automated data connectors and integrated eSignatures. The straightforward interface provides a frictionless experience between firms and clients, with a step-by-step process that ensures everyone knows what needs to be done and when.
A more personalized collaboration hub improves client relationships and makes busy season easier. Firms that used CCH Axcess Client Collaborations saw an average of 40% completion rates on organizers they sent out, with completion rates as high as 67%.
A Seamless Partnership
CCH Axcess Client Collaboration’s platform facilitates a frictionless experience between firms and clients. With a straightforward step-by-step process, no one is left guessing what to do next.
Save Time with a Fully Integrated 8879 eSign Process
Clients are notified when it’s time to review and sign their return. After clicking the link to sign their return, clients will review the return and electronically sign Form 8879 via AssureSign’s Knowledge-Based Authentication (KBA) system. After signing, the client returns to the CCH Axcess Client Collaboration hub. The integrated 8879 eSign process reduces the headache of multiple follow-ups and reminders. The client simply logs into Client Collaboration and can easily understand what needs to be done next.
Improve Communication with Secure Two-Way Messaging
CCH Axcess Client Collaboration's secure two-way messaging feature gives clients and staff a central area to communicate. Responsible staff are notified when new messages come in, so they can minimize response time. Since messages are saved in the Client Collaboration hub, they are available for any staff that needs to see them, rather than buried in one person’s email inbox or phone messages.
Encourage Year-Round Collaboration with the Document Locker
Encouraging clients to stay in contact throughout the year is a key strategy for improving collaboration. Intended for year-round data-gathering, the Document Locker file exchange system gives clients a secure area to store their documents tied to a 1040 request. Firm and client users can upload documents and add tags to make files easier to find at any time. Files can be filtered several ways, and filters can be combined. The Document Locker is an ideal place to store documents as they become available throughout the year, reducing the scramble to find receipts and documentation at the last minute.
New Client Collaboration Features and Enhancements
The Wolters Kluwer team continues to enhance CCH Axcess Client Collaboration with innovative new features developed with input from customers. The latest release includes several new features that enable firms to customize and personalize the tax organizers they send to clients. With more personalized organizers, firms can reduce the headaches and time spent going back and forth with clients to collect all the data they need during busy season.
Want to learn more about updates to CCH Axcess Client Collaboration?Read the Update
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Client Collaboration Resources
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