Give your clients on-demand access to the files and information they need — when they need them. CCH Axcess Portal allows clients to view documents through a secure web-based portal, eliminating the need for your business to mail paper communications, like source documents and financial statements.
Deliver exceptional client service by providing:
- Securely access and send client returns/files
- Effortlessly exchange, store, and organize files
- Search, filter, and display stored documents
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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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Special packages for up to 15 user licenses
Unlock your firm’s potential with our new, affordable CCH Axcess package options for firms who need 15 licenses or less. Plus, enjoy complimentary professional support and training to ensure you make the most of this powerful solution.
Real customers going beyond with CCH Axcess Portal
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Sobul, Primes & Schenkel Uses CCH Axcess™ to cut commuting time and add productivity
Part of our engagement letter with clients is that we deliver all tax returns, including entity tax returns, through CCH Axcess Portal. We feel this is a more secure way to deliver sensitive information and is more secure than mailing physical copies.
Recommended CPA firm resources
Check out these white papers and eBooks to discover how you too can benefit from a digital tax workflow.
Beyond portals: The ultimate client experience
Download this eBook today to learn how automation through the use of portals will reduce or eliminate the administrative work that doesn’t create value for clients. At the same time, meet client demands for 24/7 service without sacrificing profitability or personal time.
The agile accountant: Responding to a changing landscape
Evolving client expectations are forcing firms to evaluate new business models, but the convergence of technology and process is enabling faster change for firms that can adapt.
White paper by L. Gary Boomer
Bonanno, Savino, Davies & Ganley, P.C. streamlines tax workflows with CCH Axcess™
"We found that our billing is faster and we are able to accumulate our time faster. One of the other beauties of it is, if I'm not keeping a live timer going, and I'm ready to get out of the office because of an outside commitment, once I get home I can use CCH Axcess Practice on my phone to enter my time right there.
Thomas Savino, CPA
Bonanno, Savino, Davies & Ganley, P.C.
Thomas Savino, CPA
Bonanno, Savino, Davies & Ganley, P.C.
Pave the way for effective collaboration
Find out why CCH Axcess Portal is the go-to accounting firm management solution for seamless client communication.
Additional resources
Integration with CCH Axcess™ Document
CCH Axcess Document is a prerequisite for CCH Axcess Portal users. From within Document, you can easily publish files to a portal with just a few clicks and access files that clients have uploaded. You can even choose to publish a file to the portal at the same time it’s added to Document. And publishing from Document to Portal ensures that the files ALWAYS go to the correct client.
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.