CCH Axcess™ Document

CCH Axcess Document electronically organizes and stores all types of client documents and business communications in one place to support a true paperless work environment.

Yes! I want to see how CCH Axcess Document can support my business operations.

Digitally Organize and Manage Your Documents So You’re Prepared for Anything

CCH Axcess Document helps you streamline the management of documents including tax returns, client correspondence, employee records and email.

With electronic filing and automated retention policy capabilities, your business will:

  • Reduce costs by minimizing the need for copy machines, supplies and storage space for filing cabinets.
  • Improve collaboration with version control and other features that ensure everyone has access to the most recent version of a document.
  • Mitigate risk and maintain compliance with retention and audit trail functionality.
  • Be prepared for emergencies and disasters with off-site file back-up and recovery tools.
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Document Management Is a Key Component of an End-to-End Digital Tax Workflow.

Learn why CPA Practice Advisor gave CCH Axcess Document a 5-Star Rating!
Always Secure

Prevent unauthorized access to files with role-based security, special access groups, and folder- and file-level settings. When uploaded to CCH Axcess Document, files are encrypted immediately and remain so while in storage and when passed over the Internet.

Document management
Automated Retention Policy

Ensure accuracy and compliance with firm wide file retention and destruction policies including email.

Virus scan
Version Control

Access and restore older versions of a file, and view the audit trail to see who has made each change. Check-out/Check-in ensures that you are working on the most recent version of a file.

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
Global Mobility testimonial

Find the Information You Need –Anytime, Anywhere

"Global Mobility Tax, LLP united multiple offices with one cloud-based solution. With increased efficiency, the firm is able to grow and serve its global clients more effectively."

5-Star Rating From CPA Practice Advisor

More than just simple document storage, CCH Axcess Document offers comprehensive document management features that enhance collaboration and workflow.

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Learn how best practices from virtual firms can change the way modern firms operate in our free eBook “Virtual and Semi-Virtual Firms: Benefits for Your Firm.”