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CCH Axcess Document Add-in

oleh 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

Kemampuan aplikasi

Ketika digunakan, aplikasi ini
  • Dapat mengirim data melalui Internet
  • Aplikasi ini dapat membaca atau mengubah konten item apa saja di kotak surat Anda, dan membuat item baru. Aplikasi dapat mengakses informasi pribadi--seperti isi pesan, subjek, pengirim, penerima, atau lampiran--di item pesan mana pun atau item kalender. Aplikasi ini juga dapat mengirimkan data ini ke layanan pihak ketiga.
Add-in ini dapat diluncurkan dengan sendirinya saat:
  • Pengguna mengirimkan email.

Sekilas

https://store-images.s-microsoft.com/image/apps.14129.8f1ec2d7-8c0c-4ab6-9056-02d4c4069030.996a3b43-571e-46c7-8bb5-4e188719dce1.810e679e-3ce5-4302-a602-a5ac22061598.png
https://store-images.s-microsoft.com/image/apps.49182.8f1ec2d7-8c0c-4ab6-9056-02d4c4069030.996a3b43-571e-46c7-8bb5-4e188719dce1.1b879515-11fa-4671-8765-e659e8bb802d.png