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
Secure file storage and collaboration
Prevent unauthorized access to files with role-based security, special access groups, and folder- and file-level settings. When uploaded to CCH Axcess Document, files are encrypted immediately and remain so while in storage and when passed over the Internet.
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.
Multiple storage options
Store your documents in the cloud or on local firm-hosted storage. Firm-hosted storage is maintained by the firm, either physically housed on a central server at the firm, or on individual servers in each office. Or host your files through a third-party hosting provider.
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Check out these white papers and eBooks to discover how you too can benefit from streamlined and paperless document management.
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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Document management vs document storage
Know the differences
Document management is key for an accounting firm's digital workflow
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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.
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.
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.
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.
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