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:
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Guide your clients through every engagement with ease and security with an interactive experience.
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Track clients’ progress on an easy-to-read dashboard.
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Provide clients with the ability to access prior-and current-year documents, provide updates, and e-Sign capability.
CCH Axcess™ iQ
Use predictive intelligence to help gather client insights, grow 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:
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Fight commoditization with planning and advisory services that clients are enthusiastic about and willing to pay for.
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Improve efficiency and reduce the time spent identifying what legislative is upcoming or has occurred.
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:
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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.
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Extend access rights and security with folder level security that makes sure only the right people — staff and client — have access.
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:
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Host your website free with a custom domain name of your firm’s choice.
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Customize your website content and appearance with flexible customization capabilities.
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Collaborate with clients and securely transfer files to clients, partners, and staff.
Learn More
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