CCH Axcess Document Add-in
durch Wolters Kluwer - CCH
CCH Axcess Document Add-in are used by Tax and Accounting Professionals who rely on the CCH Axcess.
The CCH Axcess Document Add-in for Microsoft Outlook offers CPA firm staff the ability to quickly and easily save emails and attachments to the appropriate client's storage area in CCH Axcess Document. This add-in also includes the Share Safe functionality, allowing firms to securely share tax documents with clients and their third-party delegates, as well as collect files from them without requiring user IDs or passwords. Accountants can use this add-in to save client emails and files into CCH Axcess Document, send files securely, and request files from clients and third-party users. This tool is particularly beneficial for Tax and Accounting Professionals who rely on the CCH Axcess platform.
To get the enterprise account, please follow the link - https://www.wolterskluwer.com/en/contact-us?overlay=%7B362F2F91-189E-4EB8-AB45-495D0C5A8BD4%7D
Appfunktionen
- Es kann Daten über das Internet senden.
- Diese App kann den Inhalt von Elementen in Ihrem Postfach lesen oder ändern sowie neue Elemente erstellen. Sie kann in jeder Nachricht und in jedem Kalenderelement auf persönliche Informationen zugreifen, beispielsweise Text, Betreff, Absender, Empfänger oder Anlagen. Sie sendet diese Daten möglicherweise an einen Drittanbieterdienst.
- Der Benutzer sendet eine E-Mail.