Be prepared for anything with digital document management software

CCH Axcess Document Video Overview

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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Streamline your workflow

Customize your CCH Axcess Document homepage to support the way you work every day. Start by effortlessly configuring a display of one to six panels. Select how you want the panels organized and even choose to make the search screen your homepage. 

24/7 access to your files

Digital documents can be accessed from anywhere — other offices, client locations, home offices — so you won't be limited by geography. Workloads can be more easily balanced between offices, and integration with CCH Axcess Portal will allow your clients to access their documents anytime, from anywhere. 

Faster, improved client service

Client requests can be handled immediately, with the client still on the phone. Files can be published to and collected from clients easily through integration with CCH Axcess Portal, serving clients as quickly and conveniently as they expect to be served.

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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Recommended CPA firm resources

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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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 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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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.

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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.

Find Integrations

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    April 24, 2025

    Scaling and growth through integrated workflows

    Integrated workflows empower tax professionals to handle more returns, serve more complex clients, and deliver higher-value advisory services.
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  • Case study
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    April 23, 2025

    Allred Jacksons journey to efficiency and innovation with CCH Axcess

    Allred Jackson's journey with CCH Axcess is a testament to the power of integrated workflows and innovative solutions.
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    Updated December 17, 2024

    How small firms can be more competitive by adopting a larger firm mindset

    With the help of technology, many smaller firms can achieve a level of productivity and profitability that was formerly out of reach.
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    Winning strategies for tax service bureau success

    Operating a successful tax service bureau can be a rewarding experience. Read our new eBook to learn steps for success.
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Contact us about digital tax, audit, and accounting document management solutions

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