CCH Axcess™ Portal
Facilitate collaboration with secure, bi-directional electronic document exchange and storage for client files of all sizes.
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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
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.
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portals are managed in the CCH Axcess Client Manager, which saves time and reduces errors like duplicate clients and out-of-date contact information.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
Get Paid Faster by Accepting Electronic Payments
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.