In our ongoing effort to provide a high standard of client service, we have introduced our clients to CCH Axcess™ Client Collaboration. This product creates a HUB for each user to make the exchange of source documents, client notes, and other information used in the tax preparation process more efficient, by eliminating the use of paper and mailing.
Please download the below document to obtain information on the following:
- What Your Email Invitation Will Look Like
- New Clients – Registering Your Account
- Previous Users – Logging Into Your Account
- Verifying Your Identity
Access additional Client Collaboration resources on:
• Hub Overview
• Logging in
• Signing Engagement Letter
• Uploading Documentation
• Sending to Accountant
Video Resources or Further Assistance
Check back often for new tips added during tax season, based on popular demand.
For more information, please contact our Tax Administrative Team: