CCH Axcess™ Client Collaboration - 300

Overview

Say goodbye to endless email chains and missed deadlines—CCH Axcess Client Collaboration makes tax season easier for everyone involved by ensuring everything you need is just a click away. 

Features & Benefits

• Enjoy faster tax prep, less back-and-forth, and happy clients who appreciate the seamless workflow.
• Easily guide clients through tax season with a clear, step-by-step process in one centralized hub 
• Benefit from tools such as electronic engagement letters, customizable tax organizers, customized document request lists, and integrated eSignatures.
• Straightforward interface, providing a modern and frictionless experience for both firms and their clients. 
• End-to-end collaboration with clients on 1040 individual tax returns.
• End-to-end collaboration with clients on corporation, partnerships, employee plan, non-profit and fiduciary tax returns.
• The Taxpayer Mobile App enables clients to complete their entire return process using only their mobile device. 
• Improved client relationships with a more personalized collaboration hub.
• Increased organizer completion rates. 
  
  

Implementation

We set you up for success, together with our professional team we'll ensure your CCH Axcess Client Collaboration account is set up properly and that your settings are in place to ensure a seamless integration.   Through our Best Practices consulting, your firm will learn practical implementation processes and our recommended best practices to ensure your firm is setup for success! Client Collaboration Best Practice consulting session aims to help your firm develop and execute an effective implementation plan for Client Collaboration and set up your firm to use It. The CCH Axcess Client Collaboration Champions Team, consisting of tax partners, managers, staff, and administrators, should attend this session. During this session, you will plan your firm’s implementation and use of Client Collaboration, assign staff functional rights to use Client Collaboration, set up the customizable features of Client Collaboration, work with Client Collaboration libraries, and learn how to access support and help resources. 

Your Package Options

Choose the best package option for your firm. We offer three packages ranging from 75 licenses to 300 licenses, with the option to add on 100 additional licenses as needed.  Are you looking for a package with more license options? Click here to speak with a solution consultant that will help you find the right package to fit your firm’s needs. 

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