CCH Axcess Document Add-in
作者 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
应用功能
- 可通过 Internet 发送数据
- 此应用可读取或修改邮箱中任何项目的内容，并且可以创建新项目。它可以访问任何邮件或日历项中的个人信息，例如正文、主题、发件人、收件人或附件。有关如何管理和处理个人信息的更多详细信息，请查看开发人员的隐私策略。
- 用户发送电子邮件。