Connect, collaborate and grow with CCH Axcess. The CCH Axcess™ app provides CCH Axcess customers with the ability to manage their work on the go. At its core is the firm’s common client database, which lets you access essential client information from anywhere. You can also enter time, view firm documents, easily publish documents to clients’ portals, view a client’s balance, payments, and invoices - all through your mobile devices. With real-time, shared access to client information, you’ll be able to advance your business and deliver more value to clients who have come to expect on-demand service.
Having client information at your fingertips helps you stay in touch and access critical information whenever you need it. The app makes collaboration with clients easier by allowing you to access and share information from anywhere. Your clients won’t have to wait until Monday to get the documents they need, and you won’t have to go to the office on the weekend to send them over.
The trial of the CCH Axcess app is provided pursuant to Section 11.2 of the CCH ProSystem fx Master Application Services Agreement located at http://support.cch.com/prosystemfxagreements/ (“Master Agreement”) and is subject to all applicable terms and conditions of the Master Agreement.
• Support for ADFS Passive.
• Link to new feedback forum.
Ratings and ReviewsSee All
Most useful features are absent
Only allowing access to a limited number of files in Document is a huge hindrance. Also there's no search capabilities for Document which renders it useless most of the time.
There's also no access to Workstream. I can't think of a better use of this app than to be able to see the status of a project on the fly.
Overall very disappointed in the app, which is just a continuation of my experience with their Axcess products in general.
Need full security rights for some basic features
I was told by the developer that Favorites and Recents will only function correctly if you have full security rights in CCH Axcess and this was by design. Really horrible design then. Also does not work much of the time. Finally, the version number listed is 4.5, but after downloading and installing I show that it is still 4.4!
I really like the app. It’s simple and straight to the point for time capture and work stream. It has recently crashed for some reason unknown to CCH. However they have jumped right on figuring out what is going on.
With Family Sharing set up, up to six family members can use this app.