CCH Axcess Document Add-in
por 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
Funcionalidades do aplicativo
- Pode enviar dados pela Internet
- Esse aplicativo pode ler ou modificar o conteúdo de qualquer item na sua caixa de correio e criar novos itens. Ele pode acessar informações pessoais, como corpo, assunto, remetente, destinatários ou anexos, em qualquer mensagem ou item de calendário. Ele pode enviar esses dados a um serviço de terceiros.
- O usuário envia um email.