CCH Axcess Portal
A secure online hub for easy collaboration and communication.
Overview
CCH Axcess Portal is the client collaboration component of the Wolters Kluwer CCH Axcess suite. It provides a secure online space for accounting firms and their clients to share documents, exchange information, and collaborate on engagements. Because it's part of an integrated platform, it connects directly with other CCH Axcess modules like Tax, Document, and Practice for a streamlined workflow.
✨ Key Features
- Secure 24/7 Client Access
- Integration with CCH Axcess Suite
- Two-Way Document Exchange
- Customizable Portal Interface
- File Collaboration Tools
- E-Signatures via CCH eSign
- Mobile Accessibility
🎯 Key Differentiators
- Complete integration within the CCH Axcess ecosystem.
- Backed by Wolters Kluwer, a major industry player.
- Part of a comprehensive, scalable platform for growing firms.
Unique Value: Offers a fully integrated client portal experience for firms using the CCH Axcess suite, creating a single source of truth for client data and documents.
🎯 Use Cases (4)
✅ Best For
- Publishing tax returns directly from CCH Axcess Tax to the client's portal.
- Using the portal as the central repository for all client-facing documents managed in CCH Axcess Document.
- Clients uploading their tax documents directly into the firm's workflow.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms not using the CCH Axcess platform.
- Small firms looking for a standalone, low-cost portal solution.
🏆 Alternatives
Provides a deeper level of integration with its own suite of products than any third-party tool can offer, but at the cost of being locked into a single vendor's ecosystem.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
🔒 Compliance & Security
💰 Pricing
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