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Knowledge Base Solution - CCH® Client Axcess User Guide
- https://support.cch.com/kb/solution.aspx/CCH-Client-Axcess-User-Guide
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This document is intended for Wolters Kluwer customers licensed to use CCH Axcess™ Portal. The guide is a template in Microsoft® Word format so it can be edited to add your firm's branding and messaging. Then it can be emailed to clients and attached to new user email notifications. Instructions for customizing this document are outlined below.
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CCH Axcess Portal Client User Guide
- https://www.cchwebsites.com/content/client/cfdd857eb36cf4c16eb14b6481fb7a44/uploads/portal-usage/CCH%20Client%20Axcess%20User%20Guide%20v1.7.pdf
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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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Knowledge Base Solution - CCH® ProSystem fx® Tax: User Guide
- https://support.cch.com/kb/solution.aspx/000076348
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CCH® ProSystem fx® Tax: User Guide CCH ProSystem fx Tax is the professional software system that integrates and manages your tax processing and office administration. CCH ProSystem fx combines comprehensive tax capabilities and office management applications with the latest Windows® and Internet technology to offer you the most advanced tax ...
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CCH Axcess Portal Client User Guide
- https://support.cch.com/uploads/CCH%20Client%20Axcess%20User%20Guide%20v1.6.docx
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CCH Axcess Portal Client User Guide 2 This document is intended for Wolters Kluwer customers licensed to use CCH Axcess™ Portal. This document is a template ready for you to customize and distribute to your clients. Instructions for customizing this document are outlined below.
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CCH Axcess Portal Client User Guide
- https://www.cchwebsites.com/content/client/cfdd857eb36cf4c16eb14b6481fb7a44/uploads/portal-usage/MUCR%20CCH_Axcess_Portal_Client_User_Guide_Full_Version.pdf
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This feature allows the Portal Admin to control a Portal User’s access to one or more folders within a portal. Managing Portal The Portal Admin may grant Portal access to others by creating Portal Users. There are 3 steps to create Portal Users. 1. Create the Portal User 2. Grant the Portal User access to one or more portals 3.
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CCH Axcess Portal Client User Guide
- https://support.cch.com/updates/portal/pdf/guides_tab/Pfx%20Portal%20Client%20User%20Guide%20(2013-1.0).docx
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Internet Explorer users are required to add the portal URL to Trusted Sites. Internet Options 3. Click Add to move the Portal URL to the trusted sites zone, then click close. Trusted Sites 4. Click Custom level 5. Click Enable for Automatic prompting for file downloads. 6. Click Enable for File Download. 7 Click OK to save the changes.
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CCH Axcess Portal Client User Guide - rosemckenna.com
- https://rosemckenna.com/wp-content/uploads/2021/01/CCH-Client-Axcess-User-Guide-2021.pdf
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A Portal User is created and granted access by the Portal Admin or the firm. Portal Users should only be created when Portal access is required by more than one person. Example of Advanced Portal Use ... CCH Axcess Portal Client User Guide ...
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CCH Axcess Portal Client User Guide - npocpas.com
- http://npocpas.com/assets/cch_axcess_portal_client_user_guide_full_version.pdf
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Your Portal User ID and login information will be provided via email. All documents made available for continued access such as a tax return or financial statement will remain on your portal for a stated period of ... CCH Axcess Portal Client User Guide ...
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CCH Axcess Portal Client User Guide
- https://uploads-ssl.webflow.com/5b8577f3d845b08c92ed7cb4/5c4b73670900f7b389cf8593_porte-brown-cch-client-axcess-user-guide.pdf
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Follow the steps to add a file to your Client Axcess portal: 1. Click the destination folder (where the file will be located) 2. Click Upload , browse to and select the file(s) you wish to upload 3. Click Open Figure 7 4. The Upload Queue will launch automatically. Click Upload All to upload the displayed file(s) to Client Axcess.
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