Create a simplified, frictionless client experience while improving your marketing plan

Watch Video

Successful accounting firms aren’t stopping once they’ve won a client — they’re focused on keeping clients, by understanding client needs and determining how to effectively communicate to both prospects and clients. 

When your firm utilizes technology solutions as part of your client experience strategy and accounting firm marketing plan, it can help your firm provide premier service to both prospective and current clients by:

  • Clearly communicating your value with a strong online presence.

  • Offering the advisory services your clients want and need. 

  • Providing consistent communication and keep clients in the loop.

  • Helping clients make data-driven decisions.

  • Staying on top of trends with digital tools. 

Digital technology is pushing us all forward — how are you integrating new technologies and data analytics into your CPA firm’s marketing plan and client experience strategy?

Already a customer?

Resources for existing customers
Attend an upcoming client experience and firm marketing webinar
We are passionate about the tax and accounting industry and look forward to having you join us for an upcoming client experience and marketing webinar!

Accounting firm solutions for improved client experience and marketing

  • CCH Axcess™ Client Collaboration

  • CCH Axcess™ iQ

  • CCH Axcess™ Portal

  • CCH® Site Builder

CCH Axcess Client Collaboration

Track client workflows from beginning to end with a unified collaboration hub for firms and their clients where you can send and receive engagement letters, require information with customized organizers, review and deliver returns, and send invoices.


With CCH Axcess Client Collaboration, your firm can:

  • Guide your clients through every engagement with ease and security with an interactive experience.

  • Increase completion rates with custom templates.

  • Track clients’ progress on an easy-to-read dashboard. 

  • Provide clients with the ability to access prior-and current-year documents, provide updates, and e-Sign capability.

Learn More

CCH Axcess iQ

Use predictive intelligence to help gather client insightsgrow tax advisory services, and fight commoditization with this new tool that combines the expertise of our tax and accounting research with data analysis innovation.


With CCH Axcess iQ, your firm will be able to:

  • Fight commoditization with planning and advisory services that clients are enthusiastic about and willing to pay for.

  • Improve efficiency and reduce the time spent identifying what legislative is upcoming or has occurred.

  • Accelerate marketing efforts and showcase the firm’s expertise. 

  • Provide premier client service and increase client satisfaction levels.

Learn More

CCH Axcess Portal

Securely deliver and receive client documents, facilitate collaboration, and support even the largest files with a secure electronic storage space that supports bi-directional file exchange.


With CCH Axcess Portal, your firm can:

  • Provide clients with a secure method to send and instantly access documents in a wide variety of formats spreadsheets, slide decks, and financial software data files, to name a few.

  • Extend access rights and security with folder level security that makes sure only the right people — staff and client — have access.

  • Prevent documents from being overwritten or edited while they are being updated.

Learn More

CCH Site Builder

With a professional website, you can enhance your firm’s image, attract new clients, and provide customers and prospects with relevant, up-to-date resources.

Using CCH Site Builder, your firm can:

  • Easily create a website in minutes using a simple set-up tool.

  • Host your website free with a custom domain name of your firm’s choice.

  • Customize your website content and appearance with flexible customization capabilities.

  • Keep in touch with your clients throughout the year with CCH Site Builder email marketing services.

  • Collaborate with clients and securely transfer files to clients, partners, and staff. 

Learn More

More firm management and workflow resources

Recommended reading

Why us?

Start creating a frictionless client experience today 
Back To Top