Client Axcess

 

 

 

We utilize CCH Axcess ShareSafe to exchange files easily, and more importantly, securely.  ShareSafe uses high-grade security encryption and offers our clients the option to send or receive important tax documents.

Click on the icon above to start uploading your tax documents …

How to send a file using ShareSafe…

You can send up to 20 files per message, up to a limit of 1 GB total size.

  1. Click on the Icon above.
  2. Enter your email address and name. Optionally, you can also enter your company name and contact number.
  3. Click Send a File.
  4. In the Send file to box, select the name of the person you are sending the file to, if it is not already selected.
  5. Enter a subject for the message.
  6. Enter your message.
  7. To add files to the message, either drag and drop files on the Files box, or click Add File to select files.
  8. Click Send.
  9. Click Logout.

How to receive a file from ShareSafe…

When a firm member sends you a file, you will receive two emails. The first email includes a hyperlink to your file. The second email includes a file access key that you must enter before you can download the files. Once you receive these emails, do the following to download your files:

  1. Click the firm-specific hyperlink in the first email message.
  2. Enter your email address and name. Optionally, you can also enter your company name and contact number.
  3. Click Download a File.
  4. Copy the file access key from the second email message, and paste into the Enter File Access Key box.
  5. Click Submit.
  6. Click Download to begin downloading all the listed files. If you only want to download some of the listed files, select the check boxes for those files before clicking download.