cch document portal

cch document portal

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CCH Axcess™ Document - Wolters Kluwer

    https://www.wolterskluwer.com/en/solutions/cch-axcess/document
    Seamless Integration with CCH Axcess™ Portal Give your clients on-demand access to the files and information they need — when they need them. CCH Axcess Portal allows clients to view documents through a secure web-based portal, eliminating the need for your business to mail paper communications, like source documents. Integrate with Portal
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    https://www.wolterskluwer.com/en/solutions/cch-axcess/document

How do I log in to CCH Axcess™ Portal?

    https://support.cch.com/kb/solution.aspx/000042039
    Firm users must access Portal through CCH Axcess Document or CCH ProSystem fx Document. There is no longer a web login for Portal for firm users. You can log in with your normal CCH Axcess credentials. See
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    https://support.cch.com/kb/solution.aspx/000042039

CCH Axcess™ Portal | Wolters Kluwer

    https://www.wolterskluwer.com/en/solutions/cch-axcess/portal
    With CCH Axcess Portal, your clients will experience unmatched convenience through instant access to their documents — including tax returns, financial statements and source documents. Clients view their documents on demand, with minimal effort on the part of your firm. Meanwhile, your firm will benefit from reduced overhead and greater efficiency.
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    https://www.wolterskluwer.com/en/solutions/cch-axcess/portal

CCH Document Management - Wolters Kluwer

    https://www.wolterskluwer.com/en-gb/solutions/cch-central/cch-document-management
    Whether you are at a client’s office or working from home, documents and emails are all instantly available, securely protected by user logins and audit trails. Once they’ve been added to the system, documents and other items can be found and opened almost instantly. CCH Document Management - Connect your practice with ease
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    https://www.wolterskluwer.com/en-gb/solutions/cch-central/cch-document-management

How do I create a new Integrated Portal for CCH Axcess ...

    https://support.cch.com/kb/solution.aspx/000077942
    How do I create a new Integrated Portal for CCH Axcess™ Document and CCH ProSystem fx Document? Open, for editing, the profile of the client for whom you want to create an Integrated Portal by using the Dashboard. CCH ProSystem fx Document: Dashboard > Configurations > Client Manage r > Client
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    https://support.cch.com/kb/solution.aspx/000077942

How do I publish a file to CCH Axcess™ Document with ...

    https://support.cch.com/kb/solution.aspx/000114828
    Publish a file to a portal when the file is added to Document Click Add Files on the Document Central button bar. Select options in the Select entity and storage folder and the Set file properties sections as needed. These options allow you to add the file to Document. See Using the Add Files Window for more information about these sections.
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    https://support.cch.com/kb/solution.aspx/000114828

CCH Axcess Portal Client User Guide

    https://www.cchwebsites.com/content/client/cfdd857eb36cf4c16eb14b6481fb7a44/uploads/portal-usage/CCH%20Client%20Axcess%20User%20Guide%20v1.7.pdf
    Follow the steps to add a file to you lient Axcess portal: 1. lick the destination folder (where the file will be located) 2. lick Upload, browse to and select the file(s) you wish to upload 3. lick Open Upload Queue 4. The Upload Queue will launch automatically. lick Upload All to upload the displayed file(s) to lient Axcess.
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How do I resend the Welcome Email for CCH Axcess™ Portal?

    https://support.cch.com/kb/solution/000098075
    CCH ProSystem fx Document. Click Configuration on the navigation pane. Click Firm Settings and Defaults under Firm. Select Portal > Email Queue. Select Portal user created Welcome email from the Select an event to edit list. Enter the Client Sort Name in the Search box to the right and click the search button.
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    https://support.cch.com/kb/solution/000098075

What is a Portal Approver or a Firm User in CCH Axcess ...

    https://support.cch.com/kb/solution.aspx/sw33621
    CCH Axcess™ Portal (Integrated): A Firm User in CCH Axcess™ Portal (Integrated) is a staff member in the firm who is designated in a given client's Portal configuration tab to have rights to see files (uploaded by the client) in the Incoming Files tab of CCH Axcess™ or CCH® ProSystem fx® Document from that client.
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    https://support.cch.com/kb/solution.aspx/sw33621

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