Are manual processes, fragmented systems and slow client responses holding your firm back, especially during peak season? Many accounting firms struggle with inefficiencies that delay turnaround times and drain staff capacity. CCH Axcess Client Collaboration, powered by Expert AI, is built to solve these challenges head-on. By automating client intake, document exchange, and communication, this intelligent solution streamlines the entire engagement lifecycle, helping your team work smarter, deliver faster, and exceed client expectations.
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AI-driven communication tools for the modern accounting firm
Simplify engagement letter management
Create professional, compliant engagement letters in minutes using customizable templates. Automatically deliver them through email or client mobile app with tracking, eliminating the need for manual drafting and chasing down customers.
Streamline collaboration and tax data collection
Effortless data collection through secure portals, combined with AI-powered document organization and automated reminders, makes it easy to gather and manage tax data. Protect taxpayer information with a seamless, secure exchange while streamlining workflows for both your team and your clients.
Boost productivity and elevate client experience with AI-automation
Let AI handle routine tasks like drafting communications, flagging missing data, and prioritizing work in real time, freeing your team to focus on strategic, high-value activities. Keep clients engaged beyond tax season with a modern, intuitive interface they'll enjoy using. Surface new advisory opportunities through intelligent insights and build stronger relationships that extend well past compliance.
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Recommended CPA firm resources
Check out these additional resources to discover how you can benefit from a digital tax workflow.
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.
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