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.
Pave the Way for Effective Collaboration
Special Packages for up to 15 User Licenses
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.
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.