Seamless Document Routing with SmartVault + CCH Axcess Tax
SmartVault works with CCH Axcess to automate document storage, organize files into the right client folders, and simplify your tax workflow from start to finish.
Save Time and Stay Organized During Tax Season
CCH Axcess is built for complex tax prep. But without a powerful document management system, your team may be stuck manually uploading, renaming, and organizing files. SmartVault streamlines your tax workflow by automatically routing and storing returns, K-1s, and source documents right where they belong.
Pain Points Solved:
- Wasted time manually filing PDFs
- Disorganized client folders
- Repetitive admin tasks during busy season
- Risk of errors from misnamed or misplaced files
SmartRouting Automatically Files Tax Documents
Print directly from CCH Axcess and let SmartVault take care of the rest.
Feature List:
- Pre-configured SmartRouting formulas that identify document types
- Documents automatically renamed and saved in the correct folder
- Compatible with single or batch print jobs from CCH Axcess
- Works with multiple client naming formats and tax years
- Easy setup using client and document type parameters
The Trusted DMS for Accountants Using CCH Axcess
SOC 2 Type 2 Compliant
Built-in automation tools like SmartRouting
Centralized document store for firm and client files
Easy integration with your tax software
Designed for accounting workflows
SmartRouting Covers the Documents You Handle Most
Returns
K-1s
Source Docs
Engagement Letters & Signed Forms
Custom Docs
Go From Setup to Filing in Minutes
SOC 2 Type 2 Compliant
Built-in automation tools like SmartRouting
Centralized document store for firm and client files
Easy integration with your tax software
Designed for accounting workflows
A Smarter DMS, Whether You’re in the Cloud or On-Premise
Whether your firm runs CCH Axcess in the cloud or still relies on the ProSystem fx desktop suite, SmartVault helps you modernize your document management without overhauling your entire tech stack. Our platform brings secure, automated, and organized workflows to both environments.
CCH Axcess Firms (Cloud-Based)
- Integrate SmartVault to automate filing from anywhere
- Print returns, K-1s, and client docs directly to SmartVault
- Reduce IT burden with SmartVault’s cloud-first architecture
- Support mobile and remote teams with secure online access
CCH ProSystem fx Firms (On-Premise)
- Improve structure and searchability with centralized folders
- Easily migrate and archive documents from your desktop
- Replace legacy storage solutions with a modern DMS
- Maintain full control over document security and permissions
Ready to Simplify Document Management in CCH Axcess?
SmartVault makes document storage effortless and tax season more efficient. Automate your workflow and free up your team’s time.
