Document Management for CCH Axcess Users

Описание: 📘 Download The CCH Axcess User’s Guide to Seamless Document Management: https://www.smartvault.com/resources/...

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CCH Axcess is great at tax prep, but not so great at managing everything around it: the endless emails, missing signatures, and document chaos.

That’s where SmartVault comes in. Collect source docs with SmartRequestAI, print directly from CCH Axcess into SmartVault,
and let SmartRouting organize every file automatically using your firm’s custom naming rules.

Clients can review, e-sign, and access their returns from anywhere. And everything’s stored securely with SOC 2 Type 2 compliance. ✅

Learn more about SmartVault and CCH Axcess integration: https://www.smartvault.com/product/in...