Reinvent client communication with one space to securely send, receive and store files

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 and financial statements.

Deliver exceptional client service with the ability to:

  • Provide secure and convenient access to client tax returns and information.
  • Effortlessly exchange, store, and organize files of varying sizes. For example, upload a QuickBooks® file using CCH Axcess Portal, eliminating the need to exchange DVDs.
  • Search, filter and display stored documents by file type, title, creator and keyword.
  • Send clients electronic returns/files for review and add files to CCH Axcess™ Document.
Download the Power of Portals eBook
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CCH Axcess with Quick Start

Special packages for up to 15 user licenses

Unlock your firm’s potential with our new, affordable CCH Axcess package options for firms who need 15 licenses or less. Plus, enjoy complimentary professional support and training to ensure you make the most of this powerful solution. 
Part of our engagement letter with clients is that we deliver all tax returns, including entity tax returns, through CCH Axcess Portal. We feel this is a more secure way to deliver sensitive information and is more secure than mailing physical copies.
David Primes, MSA, CPA, CITP

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Find out how to better work with clients remotely

Contact us to learn how CCH Axcess Portal can help.

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