Streamline management for a wide variety of documents, including tax returns, client correspondence, employee records, and email. With CCH Axcess Document's electronic filing and automated retention policy capabilities, your firm can take advantage of:
- Secure file storage and collaboration
- File retention and version control
- Multiple storage options
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Organize your accounting firm tax document management strategies
File retention and version control
Ensure accuracy and compliance with firm-wide file retention and destruction policies including email. Access and restore older versions of a file, and see who has made each change. Check-out/Check-in ensures that you are working on the most recent version of a file.
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Document management is key for an accounting firm's digital workflow
Learn why CPA Practice Advisor gave CCH Axcess Document a 5-star rating!
Seamless integration with CCH Axcess™ Portal
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.
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