The new CCH Axcess Tax Return Dashboard is now available to all CCH Axcess Tax users, providing a convenient new way to work with 1040 returns, in time for extension season. This free enhancement provides CCH Axcess Tax users with more efficiency, less hassle, and the ability to provide even more responsive client service.
This new Return Dashboard features a simple interface with a lot of information packed onto one screen. This helps staff find the information they need, surfacing key insights from the large amount of data generated and stored by firms each year. It also helps preparers work more proactively by providing an easy-to-understand scorecard highlighting areas where more work may be needed. Some firms may even choose to use the dashboard as a point of reference for client conversations about the work being done.