Ensure secure document management and client communications with cloud-based software
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Cloud-based accounting firm management software
Securely access and send client returns/files
Securely provide clients electronic returns/files for review and convenient access to client tax returns and information.
Effortlessly exchange, store, and organize files
Effortlessly exchange, store, and organize files of varying sizes.
Search, filter, and display stored documents
Search, filter and display stored documents by file type, title, creator and keyword.
Share files
With CCH Axcess Portal, you can share all types of standard files including PDF, web pages, hyperlinks, Microsoft® Excel® spreadsheets, Microsoft® Visio® diagrams, Microsoft® Word documents, Microsoft® PowerPoint® presentations, financial software data files and more. Quickly and easily locate documents by file type, title, creator, keyword and more.
Information security
Multifactor authentication protects clients and staff from password theft. Files are encrypted immediately upon upload to CCH Axcess Portal and remain encrypted even when not being accessed. For added protection, files are automatically scanned for viruses before being stored. All files are maintained behind secure firewalls to protect against outside intruders.
Improved client service
With CCH Axcess Portal, your clients will experience unmatched convenience through instant access to their documents — including tax returns, financial statements and source documents. Clients view their documents on demand, with minimal effort on the part of your firm. Meanwhile, your firm will benefit from reduced overhead and greater efficiency.
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