CCH Axcess Client Collaboration gives clients an easy way to do everything, from uploading documents to communicating with the firm, to tracking their engagement status, all in one single location. Firms and clients benefit from electronic engagement letters, customizable tax organizers, automated data connectors, and integrated eSignatures. As the next evolution of a secure portal, CCH Axcess Client Collaboration offers a more personalized collaboration hub and frictionless experience between firms and their clients.
- Collaborate with all your tax clients in one platform
- Simplify data gathering for business tax returns
- Tailor organizers to specific client needs
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Cloud-based communication tools for the modern accounting firm
Encourage year-round collaboration with the document locker
Intended for year-round data-gathering, the Document Locker file exchange system gives clients a secure area to store their documents as they become available throughout the year, reducing the scramble to find receipts and documentation at the last minute.
Save time with a fully integrated 8879
e-Sign process
The integrated 8879 e-Sign process reduces the headache of multiple follow ups and reminders. The client simply logs into CCH Axcess Client Collaboration and can easily understand what needs to be done next. Clients are notified when it's time to review and sign their return. After clicking the link to sign their return, clients will review the return and electronically sign Form 8879. Business returns can also be electronically signed through CCH Axcess Client Collaboration.
Track client workflows from beginning to end
CCH Axcess Client Collaboration allows firms to streamline client workflows through a unified collaboration hub for both firms and their clients. It includes features such as sending and receiving engagement letters, requesting information with customizable organizers, reviewing and delivering returns, obtaining electronic signatures for 8879 forms, and issuing invoices.
Improve communication with secure two-way messaging
CCH Axcess Client Collaboration's secure two-way messaging feature gives clients and staff a central area to communicate. Responsible staff are notified when new messages come in, so they can minimize response time. Since messages are saved in the CCH Axcess Client Collaboration hub, they are available for any staff that needs to see them, rather than buried in one person's email inbox or phone messages.
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Recommended CPA firm resources
Check out these additional resources to discover how you can benefit from a digital tax workflow.
A client collaboration solution for all your tax clients
The Wolters Kluwer team continues to enhance CCH Axcess Client Collaboration with innovative new features developed with input from customers. The latest release includes several new features, allowing firms to enhance collaboration with their business tax clients.
CCH Axcess Marketplace
The CCH Axcess Marketplace is an online resource center that makes it easy for firms to find software integrations that leverage the data in their systems. These integrations enable firms to automate many of the most time-consuming tasks in their tax, audit and firm management workflows.
The agile accountant: Responding to a changing landscape
White paper by L. Gary Boomer
Innovative API integrations
Our product teams work closely with customers to deliver features that increase efficiency, reduce errors and improve client experience. Open integration APIs enable firms to create time-saving integrations that leverage CCH Axcess data.
Allow clients to answer questions and easily scan requested documents
CCH Axcess Client Collaboration Taxpayer Mobile App enables your clients to complete their entire return process using only their mobile device. The experience is synced, allowing the client to pick up where they left off on any device, even their desktop.