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
應用程式功能
- 可以在網際網路上傳送資料
- 此應用程式可以讀取或修改您信箱中任何項目的內容，以及建立新的項目。其可以存取任何訊息或行事曆項目中的個人資訊，例如內文、主旨、寄件者或附件等等。其可能會將此資料傳送給第三方服務。
- 使用者傳送電子郵件。