Client Portal

 

Delivering 24/7 Access to Your Financial Documents. Click the Client Portal logo below to log in

Access your files with our secure, online document sharing application. Click here to enter your username and password.

You can also download the CCH Client Axcess mobile apps using the following links.

 

  Apple App Store

  Google Pay Store

 

To best support our clients’ success, we offer an advanced web-based platform to deliver our accounting services in the most productive, cost-effective manner. For you, that means around-the-clock access to your financial documents. We utilize Client Portal for safe, secure, simple file sharing. Download your tax returns and financial documents. Upload your QuickBooks backup, Excel spreadsheet, scanned tax documents, or practically anything else for us to pick up virtually. From our side, we can upload tax forms, payment vouchers, or your adjusted & reconciled QuickBooks file for pick-up. Once we have set up a secure folder for you, simply click on the Client Portal logo above to log in to your protected folder.

Files are stored in a secure data center and are transmitted with 128-bit SSL encryption. That means your files are secure and confidentiality is maintained.