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CCH Axcess™ Portal
Facilitate collaboration with secure, bi-directional electronic document exchange and storage for client files of all sizes.
Find out how to better work with clients remotely.
800-739-9998
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Yes! I want to see how CCH Axcess Portal can support the ability to work with clients remotely.
Reinvent Client Communication With One Space to Securely Send, Receive, and Store Files
Give your clients on-demand access to the files and information they need — when they need them. Axcess Portal allows clients to view documents through a secure web-based portal, eliminating the need for your business to mail paper communications, like source documents and financial statements.
Deliver exceptional client service with the ability to:
- Provide secure and convenient access to client tax returns and information.
- Effortlessly exchange, store, and organize files of varying sizes. For example, upload a QuickBooks® file using Axcess Portal, eliminating the need to exchange DVDs.
- Search, filter and display stored documents by file type, title, creator and keyword.
- Send clients electronic returns/files for review and add files to CCH Axcess™ Document.
Pave the Way for Effective Collaboration
Find out why CCH Axcess Portal is the go-to solution for seamless client communication.
Share Files
With CCH Axcess Portal, you can share all types of standard files including PDF, web pages, hyperlinks, Microsoft® Excel® spreadsheets, Microsoft® Visio® diagrams, Microsoft® Word documents, Microsoft® PowerPoint® presentations, financial software data files, and more. Quickly and easily locate documents by file type, title, creator, keyword, and more.
Information Security
Multifactor authentication protects clients and staff from password theft. Files are encrypted immediately upon upload to CCH Axcess Portal and remain encrypted even when not being accessed.
Integration with CCH Axcess Document
CCH Axcess Portal integrates seamlessly with CCH Axcess Document. Your portals are managed in the CCH Axcess Client Manager, which saves time and reduces errors like duplicate clients and out-of-date contact information. And publishing files to Portal is easy too. From within Document, you can easily publish files to a portal with just a few clicks and access files that clients have uploaded. You can even choose to publish a file to the portal at the same time it’s added to Document.
And you never have to worry about sending a file to the wrong person. Publishing from Document to Portal ensures that the files ALWAYS go to the correct client.
Provided by Client (PBC) Documents Just Got Easier
Immediately improve client collaboration by using CCH Axcess Portal with CCH® ProSystem fx® Engagement to stay in sync with clients in real-time. Engagement Organizer is the only integrated and automated client PBC (Provided by Client) request list.
Get Paid Faster by Accepting Electronic Payments
Studies show that clients want to pay for services electronically. Now you can meet their expectations by offering an easy-to-use Pay Now button alongside invoices published from CCH Axcess™ Practice. The new ePay feature leads to happier clients and faster payments.
File 500 or less returns a year?
Designed specifically for firms with up to 4 users or less, CCH Axcess™ With Quick Start offers easy setup, cloud-based tax preparation and optimized data security while reinventing client collaboration.
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Provide Better Service and Reduce Expenses
"Sachetta & Callahan, LLC uses CCH Axcess Portal to provide the modern convenience their clients expect. Saving money on postage and printing supplies is an added bonus."
Learn from the eBook The Power of Portals, how automation through the use of portals will reduce or eliminate the administrative work that doesn’t create value for clients.