CCH Axcess™ Document is a document management solution that helps accounting firms store, organize, secure, and retrieve client and firm documents. It supports firms that need document control connected to tax, practice, and workflow activity.
– Centralized document storage helps teams manage client files, workpapers, returns, correspondence, and internal records
– Security and access controls help protect confidential client information while supporting firm-wide availability
– Integration with related CCH Axcess™ tools helps connect documents to clients, engagements, and production workflows
– Fits accounting firms that need secure document management tied to tax preparation, client service, and firm operations.
