CCH Axcess Client Collaboration

A secure unified collaboration hub for firms and their clients.

Find out what firms need to understand about client collaboration

Talk to Representative

Yes! I’d like to speak to a Solutions Consultant about CCH Axcess Client Collaboration

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.

Image of laptop

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.

Info security
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.
Happy business woman
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.
Already a Customer?
Contact Product Support
> Get Support
Learning & Training
> Get Training
Partner Services
> Get Started