Client Portal
We are pleased to announce our recent implementation of a new future-ready client collaboration solution, CCH® Client Axcess . If you have used our previous portal application, much of the functionality will be familiar to you, but we think you will find the new portal easier to use.
In recent years, technology has drastically changed the way we communicate with each other. With an increasing number of our clients using online tools and mobile devices for speed and convenience, we have begun using CCH Client Axcess to provide the swift service that you expect with the following benefits:
• A client-facing mobile app for iPhone® and iPad® as well as Android™ devices, and a mobile web application for other mobile devices.
• Simple drag and drop interface for uploading files on a desktop computer.
• Ability to take photos with a smartphone or tablet and upload them to Portal.
Whether you want to locate last year's tax return or need to urgently upload a file to send our way, you can do so — anytime, anywhere, thanks to 24/7 access. You can begin using CCH Client Axcess immediately to access your stored files from any desktop or mobile device using your existing portal credentials.
TIP: If you have more than one engagement with our Firm, click Select a Portal at the top, left-hand portion of the page. Here you can select or search for the portal you are looking for by name.
(How to see all of your engagements in portal)
Client Axcess-All Browsers
