
How SmartVault Compares to CCH Axcess Documents
CCH Axcess Documents is part of a larger suite, which comes with complexity, absurd price hikes, and “slow AF” (reviewer’s words, not ours) processing. SmartVault offers a more focused, efficient, and affordable solution for modern accounting firms.
The Hidden Costs of CCH Axcess Documents
Time and Training Burden:
Unnecessary Features:
Growth-Limiting Pricing Structure:
The Advantages of Using SmartVault
Unlimited Scalability:
Comprehensive Feature Set:
Proven Track Record:
SmartVault vs. CCH Axcess Document
If you’re looking for a complex, expensive solution that’s part of a larger suite you may not need, CCH Axcess Document fits the bill. But if you want a focused, efficient, and scalable document management system? SmartVault’s the clear choice.
This table highlights the key features that differentiate these solutions:


The User Experience Can Make or Break Your Firm
Intuitive Interface vs. Complex Navigation
- CCH Axcess Document: Complex suite requiring extensive staff training and featuring a steep learning curve
- SmartVault: Clean, intuitive interface that gets your team up and running in hours, not days
Standalone Power vs. Suite Dependency
- CCH Axcess Document: Forces adoption of additional suite components you may not need for full functionality
- SmartVault: Works as a powerful, independent solution that integrates with your choice of accounting software
Client-Friendly Portal vs. Afterthought Add-On
- CCH Axcess Document: Portal (add-on) feels tacked on with limited customization, leading to client confusion and support requests
- SmartVault: Purpose-built client portal with custom branding is included makes it easy for clients to collaborate on, share, and download documents
Flexible Workflows vs. Rigid Processes
- CCH Axcess Document: Rigid, predefined workflows that require vendor intervention for customization
- SmartVault: Flexible workflow options that adapt to your existing processes and grow with your firm

Get Up and Running with Reliable, Fast Migration
With over 15 years of experience focused on the accounting industry and supporting more than 3 million users, SmartVault truly understands your workflows, challenges, and goals. This knowledge drives every aspect of our services. Our data migration process is quick, and we offer a white-glove service to guide you through every step.
Accelerate Your Entire Tax Prep Workflow
From initial client engagement to storing final returns, SmartVault is designed from the ground up to support the entire tax prep document workflow.
