CCH Axcess™ Client Collaboration is a client-facing collaboration solution that helps accounting firms collect information, exchange documents, and coordinate client action items. It supports the front end of tax and accounting workflows where client responsiveness affects production speed.
– Client request workflows help firms collect documents, answers, signatures, and supporting information more consistently
– Portal-style collaboration reduces reliance on email threads and improves visibility into outstanding client items
– Integration with CCH Axcess™ workflows helps connect client activity to tax preparation and engagement progress
– Fits accounting firms that need better client collaboration, document collection, and request tracking during tax and accounting engagements.
