Give clients an easy way to do everything from upload documents and communicate with the firm to track their engagement status, all in a single location. A secure client collaboration platform for firms and their clients, CCH Axcess Client Collaboration is the next evolution of a secure portal.
Firms and clients benefit from electronic engagement letters, customizable tax organizers, automated data connectors, and integrated eSignatures. The straightforward interface provides a frictionless experience between firms and clients, with a step-by-step process that ensures everyone knows what needs to be done and when.
A more personalized collaboration hub improves client relationships and makes busy season easier. Firms that used CCH Axcess Client Collaboration saw organizer completion rates as high as 67%.
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Cloud-based communication tools for the modern accounting firm
Collaborate with all your tax clients in one platform
With nearly identical workflows, you and your clients can get up running quickly with very little training. Supporting clients on a single platform is much easier than trying to teach them to use multiple systems. Your clients can easily switch between requests, keeping information requested neatly organized.
Allow clients to answer questions and easily scan requested documents
CCH Axcess Client Collaboration Taxpayer Mobile App enables your clients to complete their entire return process using only their mobile device. The experience is synced, allowing the client to pick up where they left off on any device, even their desktop.
Business tax return data gathering made simple
With CCH Axcess Client Collaboration, you can create and send business tax return requests for Corporations (S-Corp and C-Corp), Partnerships, Fiduciaries, Employee Plans and Non-Profits. Create and use customizable templates for Engagement Letters, Organizer Questionnaires and Document Request Lists for each entity type.
Encourage year-round collaboration with the document locker
Intended for year-round data-gathering, the Document Locker file exchange system gives clients a secure area to store their documents as they become available throughout the year, reducing the scramble to find receipts and documentation at the last minute.
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Recommended CPA firm resources
Check out these white papers and resources to discover how you too can benefit from a digital tax workflow.
Stay up to date on CCH Axcess Client Collaboration news
Keep up to date on upcoming advancements in client collaboration software
A client collaboration solution for all your tax clients
The Wolters Kluwer team continues to enhance CCH Axcess Client Collaboration with innovative new features developed with input from customers. The latest release includes several new features, allowing firms to enhance collaboration with their business tax clients.
The agile accountant: Responding to a changing landscape
White paper by L. Gary Boomer
Frictionless collaboration between firms and clients
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Discover CCH Axcess solutions
As the accounting profession’s first modular, cloud-based tax preparation and compliance, workflow management and audit solution, CCH Axcess delivers a powerful set of innovative features designed to make the tax and accounting industry more efficient and profitable.
Innovative API integrations
Our product teams work closely with customers to deliver features that increase efficiency, reduce errors and improve client experience. Open integration APIs enable firms to create time-saving integrations that leverage CCH Axcess data.
CCH Axcess Marketplace
The CCH Axcess Marketplace is an online resource center that makes it easy for firms to find software integrations that leverage the data in their systems. These integrations enable firms to automate many of the most time-consuming tasks in their tax, audit and firm management workflows.