The CCH Axcess Client Collaboration module offers firms a new way to move client work through their workflows. A unified collaboration hub for firms and their clients, CCH Axcess Client Collaboration is the next evolution of a secure portal.
Firms and clients benefit from electronic engagement letters, customizable tax organizers, automated data connectors and integrated eSignatures. The straightforward interface provides a frictionless experience between firms and clients, with a step-by-step process that ensures everyone knows what needs to be done and when.
A more personalized collaboration hub improves client relationships and makes busy season easier. Firms that used CCH Axcess Client Collaboration saw an average of 40% completion rates on organizers they sent out, with completion rates as high as 67%.