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.

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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.

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A 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.

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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.
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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?

Move Forward in the Cloud: Cloud-Based Tax & Accounting Software Solutions

At the center of a future-ready tax & accounting firm is the right technology — technology that fuels firm growth through digital tax and audit workflows built on a single unified platform. See how firms use best-in-class cloud solutions like CCH Axcess to harness the power of the cloud.

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Award Winning Client Collaboration Software

CPA Practice Advisor Award

CPA Practice Advisor
2020 Tax & Accounting Technology & Innovation Award Winner

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