2-Step Verification Coming Soon
Just a reminder that with the CCH Axcess Workflow January 2022 release, Two-Step Verification is now required for all firms. Users will be prompted to enter a passcode that is delivered to the email address indicated in their user profiles. Users will then be required to enter the passcode before they are able to complete the login process. On a subsequent CCH Axcess Workflow release, users will then be required to receive Two-Step Verification passcodes via phone numbers per IRS guidelines.
XCMworkflow and the CCH Axcess platform
In January 2022, XCMworkflow transformed into CCH Axcess Workflow. More than just a name change, CCH Axcess Workflow merged XCMworkflow into the CCH Axcess platform, adding more integration and incorporating new and innovative features.
You’ll continue to use your XCMworkflow credentials. If you are also using any CCH Axcess solutions, your firm’s staff will sync with the CCH Axcess common staff database. You’ll also have the opportunity to benefit from integration with the CCH Axcess platform, like easily linking your tasks to CCH Axcess Tax Returns and linking files from CCH Axcess Document.
Now that it is available, XCMworkflow customers have automatically moved to CCH Axcess Workflow. There is no action required on your part.
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Frequently Asked Questions
Download our Frequently Asked Questions document to find answers to the most commonly asked questions. This document will be updated as more information becomes available. If you still have questions, watch the Open Office Hours on-demand webinar.
On-Demand Webinar: Open Office Hours
Watch this on-demand webinar to have a workflow product expert walk you through the latest developments of our solution and help you plan for a successful tax season. Watch the Webinar.
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