We use cookies to make your experience better. To comply with the new e-Privacy directive, we need to ask for your consent to set the cookies. Learn more.
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 a 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.
A Better Way to Work With Clients This Tax Season
Introducing CCH Axcess Client Collaboration, a secure unified collaboration hub. Find out how CCH Axcess Client Collaboration can make tax season easier for your firm and your clients.
Schedule a ConsultationA Seamless Partnership
CCH Axcess Client Collaboration’s platform facilitates a frictionless experience between firms and clients across all tax and audit workflows. Clients are walked through a straightforward step-by-step process, so they are never left guessing what to do next.
Client Benefits
- 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.
- Review the return, and view a summary of the return, and e-sign Form 8879.
Firm Benefits
- 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.
Ready to see what CCH Axcess can do for your firm?
Resources
Grow your firm's expertise with these resources
