CCH Axcess Document Add-in
avaldaja 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
Rakenduse võimalused
- Saata andmeid Interneti kaudu
- See rakendus saab lugeda või muuta teie postkastis olevate üksuste sisu ja luua uusi üksusi. See pääseb juurde kõigis sõnumites või kalendriüksustes olevatele isikuandmetele, nagu sisu, teema, saatja, adressaadid või manused. Lisateavet selle kohta, kuidas isikuandmeid hallatakse ja töödeldakse, vaadake arendaja privaatsuspoliitikast.
- Kasutaja saadab meili.