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

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 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.
eBook
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Fact Sheet
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Resources for existing customers
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Training
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Share files

Share files

With CCH Axcess Portal, you can share all types of standard files including PDF, web pages, hyperlinks, Microsoft® Excel® spreadsheets, Microsoft® Visio® diagrams, Microsoft® Word documents, Microsoft® PowerPoint® presentations, financial software data files and more. Quickly and easily locate documents by file type, title, creator, keyword and more.
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Information security

Multifactor authentication protects clients and staff from password theft. Files are encrypted immediately upon upload to CCH Axcess Portal and remain encrypted even when not being accessed. For added protection, files are automatically scanned for viruses before being stored. All files are maintained behind secure firewalls to protect against outside intruders.
Reporting

Improved client service

With CCH Axcess Portal, your clients will experience unmatched convenience through instant access to their documents — including tax returns, financial statements and source documents. Clients view their documents on demand, with minimal effort on the part of your firm. Meanwhile, your firm will benefit from reduced overhead and greater efficiency. 
Pave the Way for Effective Collaboration
Find out why CCH Axcess Portal is the go-to solution for seamless client communication.
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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. 
See Special Packages for 1-15 Users
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

Recommended reading

3 Ways to Get the Most Out of Your Practice Management System
Beyond Portals: The Ultimate Client Experience

In today’s ever-changing world, the true value of an accounting firm lies in expertise and professional judgement irreplaceable by computers.

Instead of fighting against automation, the best approach is to embrace technology to serve clients better, and focus less on lower-value work.

Download this eBook today to learn how automation through the use of portals will reduce or eliminate the administrative work that doesn’t create value for clients. At the same time, meet client demands for 24/7 service without sacrificing profitability or personal time.

Get the eBook
The Agile Accountant White Paper
The Agile Accountant: Responding to a Changing Landscape

White Paper by L. Gary Boomer

Download the White Paper
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Bonanno, Savino, Davies & Ganley, P.C. Streamlines Tax Workflows with CCH Axcess™

Get the eBook

Additional resources

Integration with CCH Axcess™ Document

From within Document, you can easily publish files to a portal with just a few clicks and access files that clients have uploaded. You can even choose to publish a file to the portal at the same time it’s added to Document. And publishing from Document to Portal ensures that the files ALWAYS go to the correct client.

CCH Axcess Document

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.

Learn More

Find out how to better work with clients remotely

Contact us to learn how CCH Axcess Portal can help.

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