What is CCH eSign?

CCH eSign allows you to send documents to your clients, employees, and other third parties to obtain their electronic signatures securely. With CCH eSign Form 8879 e-signature is integrated with our electronic filing system, allowing customers to enjoy the efficiency of a paperless filing process from start to finish.

What is CCH document?

CCH Document is a complete document solution intelligently built for today’s accounting firms. This robust application brings to your firm: ■ Streamlined workflows that result in improved productivity. ■ More time for staff to generate revenue from new clients.

How much does CCH eSign cost?

There is no charge for the CCH eSign license, but transaction fees will be billed monthly based on usage.

What is PFX engagement?

ProSystem fx Engagement is a complete paperless workpaper solution. As part of the CCH ProSystem fx suite of products, ProSystem fx Engagement shares information with the tax preparation, research, document management, time and billing and professional guidance software tools in the CCH suite.

How do I download CCH Axcess?

In your Internet browser, browse to https://download.cchaxcess.com/iugatewaymanager/clientdownload.aspx.

1. The install file for CCH Axcess Install and Update Manager will download.
2. When it has finished downloading, run it.
3. The CCH Axcess Installation wizard will open.
4. After reading the Welcome information, click Next.

What is CCH Axcess tax?

CCH Axcess Tax is completely cloud-based and offers mobile apps for both iOS and Android smartphones and tablets. CCH Axcess Tax offers easy system navigation, with the interface screen resembling Microsoft Office with users able to easily customize the Quick Access Toolbar to better suit their needs.

Who owns CCH Engagement?

CCH (company)

What is an engagement binder?

Binders store and organize client workpapers for any type of engagement, such as a tax return or an audit.

Is CCH cloud-based?

CCH Axcess is the only solution that connects every step of your tax process within one cloud-based system. In-line links to our research solution, CCH® AnswerConnect, provide both easy-to-understand overviews of forms and tax topics, as well as in-depth analyses from our teams of tax law experts.

Is CCH Axcess Web based?

CCH Axcess Tax is completely cloud-based and offers mobile apps for both iOS and Android smartphones and tablets.

What are the benefits of a CCH document?

Implement consistent firm-wide policies that ensure documents are retained for mandated periods of time. Accelerate your business workflow with an electronic repository for all documents. Lower your management costs. Create more time for staff to generate revenue from new clients or provide additional services to existing clients.

What can you do with the CCH portal?

Integration with CCH Portal, lets you create secure, password-protected online spaces where you can publish content to share with your clients and team members and import client-provided files. Email messages are easily organized with the appropriate client files.

How does CCH document work with Microsoft Outlook?

With CCH Document ’s Email Manager add-in to Microsoft Outlook, you can drag and drop email messages, including attachments, into your clients’ folders for easy access and sharing. A dedicated server provides additional storage for your work papers, data files and back-office documentation.

How to add noreply @ cch.com to the approved senders list?

Add [email protected] to the ‘approved senders’ list. This user must also have ‘send as’ permission. For DYNetc, all Document On-Premise staff email addresses must be added to the ‘approved senders’ list.