Give your clients on-demand access to the files and information they need — when they need them. CCH 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 by providing:
- Securely access and send client returns/files
- Effortlessly exchange, store, and organize files
- Search, filter, and display stored documents
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Cloud-based accounting firm management software
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. For added protection, files are automatically scanned for viruses before being stored. All files are maintained behind secure firewalls to protect against outside intruders.
Improved client service
With CCH Axcess Portal, your clients will experience unmatched convenience through instant access to their documents — including tax returns, financial statements and source documents. Clients view their documents on demand, with minimal effort on the part of your firm. Meanwhile, your firm will benefit from reduced overhead and greater efficiency.
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Special packages for up to 15 user licenses
Sobul, Primes & Schenkel Uses CCH Axcess™ to cut commuting time and add productivity
Recommended CPA firm resources
Download this eBook today to learn how automation through the use of portals will reduce or eliminate the administrative work that doesn’t create value for clients. At the same time, meet client demands for 24/7 service without sacrificing profitability or personal time.
Thomas Savino, CPA
Bonanno, Savino, Davies & Ganley, P.C.
Pave the way for effective collaboration
Integration with CCH Axcess™ Document
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 publishing from Document to Portal ensures that the files ALWAYS go to the correct client.
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