Tax season can be stressful, but it doesn’t have to be. With CCH Axcess™ Client Collaboration, you can work with your CPA on your 1040s and business tax returns in a secure and convenient way. No more hassle of printing, mailing, or faxing documents. No more confusion of what to do next. No more wasted time and money on office visits or paper organizers.
CCH Axcess™ Client Collaboration is a cloud-based platform that lets you and your CPA collaborate, share, and communicate from anywhere, on any device. You can upload or snap photos of your tax documents and store them safely in the cloud. You can electronically sign your tax documents with a 100% IRS compliant e-signature. You can respond to your CPA’s document requests and questions on your PC, Mac, tablet, or mobile phone. You can view your tax return and track its progress online.
CCH Axcess™ Client Collaboration makes tax season a breeze by providing you with:
• Easy to Use Interface: You can easily navigate through the platform and complete the tasks related to your tax return. You can electronically sign documents, answer questions, and attach or scan requested documents with a few clicks or taps.
• Convenience: You can work on your tax return at your own pace and schedule. You can access the platform from anywhere, anytime, as long as you have an internet connection. You can use the Client Collaboration mobile app to stay in touch with your CPA while on the go. You can view your tax return on your tablet from the comfort of your sofa.
• Security and Speed: You can rest assured that your data is secure and protected at all times. The platform uses bank vault security and encryption to safeguard your information. The platform also speeds up the tax preparation process by reducing errors and delays.
CCH Axcess™ Client Collaboration is the ultimate solution for managing your taxes. It is available for both individual and business tax returns. You can start using it today by contacting your CPA and requesting an invitation.
This is an extremely frustrating app!! When it works, it’s great, but 80% of the time I get a screen that says loading after I’ve taken quite a bit of time to login. The loading screen will last indefinitely. So I have to close the app re-login again, and hope that it will actually let me use the app. Also, when you check the box that says remember me for 30 days, it never remembers you. Great functionality once you can actually get logged in, but I spend more time trying to just log into the app then I do actually being able to use it.
Doesn’t work
UCW123
Like others have said. - it doesn’t work at all. Can’t get anything to load. And now it’s tax season and my advisors want us to use this. They’ve had since September to fix this - and it still doesn’t work. I’ve read the other reviews. Get your act together! Are you charging my financial firm for this?
Can’t get back in
Snib2
Same experience as others. When I went to find other docs to scan in it logged me out automatically for inactivity. When I tried to log back in, only the “Welcome Please select service to continue” screen appeared but nothing else. There was nothing to select!
Extremely annoying
cctice
90% of the time I can’t get pass the log in credentials!! It’s ridiculous. Once I’m pass that, the program works fine but I’m so mad I just want to change accounting firms!! Not a way to have happy clients. This is taking four times as long with me waiting for the program to reset!!!
Thanks for using client collaboration! This version includes: Minor bug fixes and updates.
Version 7.1
The developer, CCH Incorporated, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
Seller
CCH Incorporated
Size
43.6 MB
Category
Finance
Compatibility
Requires iOS 15.0 or later.
iPhone Requires iOS 15.0 or later.
iPad Requires iPadOS 15.0 or later.
iPod touch Requires iOS 15.0 or later.
Mac Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
