As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time. Whether you’re at work, at home, or on vacation, you always have access to your tax returns, financial work papers, or accounting database. This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files. As an added convenience CCH Client Axcess can be accessed via mobile devices by downloading the free mobile app.
Search “CCH Client Axcess” in the Apple App Store or the Google Play Store. To start using the client portal please log in above.
Client Portal Access Instructions
Your user name is your email address.
An email should be been received from firstname.lastname@example.org welcoming you to the client portal. If you did not receive the email with your temporary password, please use the forgot password option. You will be prompted to select a method to receive a verification code and once that code is entered, you will be asked to provide a new password.
Once finished with this process, you will have access to all portals using this single login.
When files are added to your portal from DiSanto, Priest & Co., you will receive notifications from email@example.com Please add this address to your safe senders list so you don’t miss notice of uploads.
If you have any further questions or concerns regarding your account, please reach out to Tracy Miller at firstname.lastname@example.org.
WARNING! Unauthorized use of this system is strictly prohibited and may be subject to criminal prosecution.