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.
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Pave the Way for Effective Collaboration
Special Packages for up to 15 User Licenses
Customer Testimonials
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Case Study
The perception from our clients of CCH Axcess Portal is it’s a first-class product, which makes it appear like it’s our firm’s product, not a Wolters Kluwer product. And that’s been very rewarding.
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Testimonial
Part of our engagement letter with clients is that we will 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.
Recommended Reading
The Evolving Accountant Series
Additional Resources
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