Be prepared for anything with digital document management software

CCH Axcess Document Video Overview
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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

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Recommended CPA firm resources

Check out these white papers and eBooks to discover how you too can benefit from streamlined and paperless document management.
Keys to Project Management Success

5 Document management management strategies for long-term productivity

Document management is a key component to a modern firm. Any effort to modernize a firm's processes should take into consideration long-term goals while leaving room for firms to pivot on the fly when needed. 
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Akin Doherty Klein and Feuge case study
Large, multi-location firm gains new visibility with  Wolters Kluwer
Akin, Doherty, Klein & Feuge, P.C. adopts a cloud workflow with CCH Axcess to enhance efficiency and flexibility.
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document management or document storage card image
Document management vs document storage
Know the differences
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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!
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Additional resources

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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Discover CCH Axcess™  solutions

As the accounting profession’s first modular, cloud-based tax preparation and compliance, workflow management and audit solution, CCH Axcess delivers a powerful set of innovative features designed to make the tax and accounting industry more efficient and profitable.

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Contact us about digital tax, audit, and accounting document management solutions

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