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