CCH Axcess Client Collaboration gives clients an easy way to do everything, from uploading documents to communicating with the firm, to tracking their engagement status, all in one single location. Firms and clients benefit from electronic engagement letters, customizable tax organizers, automated data connectors, and integrated eSignatures. As the next evolution of a secure portal, CCH Axcess Client Collaboration offers a more personalized collaboration hub and frictionless experience between firms and their clients.
- Collaborate with all your tax clients in one platform
- Simplify data gathering for business tax returns
- Tailor organizers to specific client needs
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Cloud-based communication tools for the modern accounting firm
Encourage year-round collaboration with the document locker
Save time with a fully integrated 8879
e-Sign process
The integrated 8879 e-Sign process reduces the headache of multiple follow ups and reminders. The client simply logs into CCH Axcess Client Collaboration and can easily understand what needs to be done next. Clients are notified when it's time to review and sign their return. After clicking the link to sign their return, clients will review the return and electronically sign Form 8879. Business returns can also be electronically signed through CCH Axcess Client Collaboration.
Track client workflows from beginning to end
Improve communication with secure two-way messaging
Recommended CPA firm resources
A client collaboration solution for all your tax clients
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.
The agile accountant: Responding to a changing landscape
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.
Allow clients to answer questions and easily scan requested documents