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.


Learn How to Move Forward in the Cloud

Award Winning Client Collaboration Software


CPA Practice Advisor Award

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

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