CCH Axcess Document Add-in
door 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
Mogelijkheden van de app
- Gegevens via internet verzenden
- Deze app kan de inhoud van items in uw postvak lezen of wijzigen en kan nieuwe items aanmaken. De app heeft toegang tot persoonlijke gegevens, zoals de hoofdtekst, het onderwerp, de afzender, de ontvangers en de bijlagen van alle berichten en agenda-items. De app kan deze gegevens verzenden naar een service van derden.
- De gebruiker verzendt een e-mail.