CCH Axcess Document
Cloud-based document management.
Overview
CCH Axcess Document is a module within the Wolters Kluwer CCH Axcess platform, a cloud-based solution for tax preparation, compliance, and firm management. It provides a centralized, secure repository for all client and firm documents, supporting a paperless environment and integrating seamlessly with other Axcess modules like Tax, Practice, and Portal.
✨ Key Features
- Centralized Document Storage
- Integration with CCH Axcess Suite
- Version Control
- Search and Retrieval
- Secure Client Portal Integration
- Email Integration
🎯 Key Differentiators
- Deep integration with the comprehensive CCH Axcess suite.
- Backed by the reputation and resources of Wolters Kluwer.
Unique Value: Provides unmatched efficiency and data consistency for firms using the CCH Axcess platform by eliminating data silos and manual file transfers.
🎯 Use Cases (4)
✅ Best For
- Serving as the central document repository for firms heavily invested in the CCH Axcess ecosystem.
- Enabling a true paperless environment for tax compliance workflows.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms that do not use other CCH Axcess products.
- Small firms looking for a simple, standalone document storage solution.
🏆 Alternatives
Offers a level of integration with tax and practice management workflows that standalone systems cannot match.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Varies tier)
🔒 Compliance & Security
💰 Pricing
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