The CCH Axcess Tax User’s Guide to Seamless Document Management
CCH Axcess Tax handles returns brilliantly. But before you even open it — and long after you file — your team is stuck managing emails, attachments, signatures, and client requests.
CCH Axcess Document system stores files, but it doesn’t automate requests. It doesn’t organize returns. And it doesn’t give clients the intuitive experience they expect.
The result? Lost time. Manual work. Frustrated staff. Confused clients.
What You’ll Learn in This Free eBook:
Inside Tax Season Ready: The CCH User’s Guide to Seamless Document Management, you’ll discover:
- The 7 biggest workflow bottlenecks CCH firms face — and how to fix them
- What “CCH-compatible” document management really means (and what to avoid)
- How SmartVault integrates directly with CCH for automatic publishing
- The power of SmartRequest AI™ to build personalized client checklists
- Onboarding options that make moving to SmartVault simple and fast
With automation, structure, and a true client portal, firms using CCH Axcess and SmartVault cut hours per return, improve client satisfaction, and stay fully compliant with IRS Pub. 4557 and the FTC Safeguards Rule.
See how top CCH firms are saving time with a smarter, integrated document management system and client portal.