CCH Axcess Document Add-in
yayıncı: 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
Uygulama özellikleri
- İnternet üzerinden veri gönderebilir
- Bu uygulama, posta kutunuzdaki tüm öğelerin içeriğini okuyabilir veya değiştirebilir ve yeni öğeler oluşturabilir. Uygulama, iletilerde veya takvim öğelerinde gövde, konu, gönderen, alıcılar, ekler gibi bilgilere erişebilir. Uygulama, bu verileri bir üçüncü taraf hizmetine gönderebilir.
- Kullanıcı bir e-posta gönderir.