In the fifth and final part of her CCH Axcess Tour, Jody Padar is talking about CCH Axcess Portal and providing virtual client service. Her firm uses CCH Axcess Portal, as well as Office 365 to provide true client service in the cloud.
Here’s Jody talking about how her firm uses CCH Axcess Portal to collaborate virtually with their clients:
“With the addition of CCH Axcess Portal,” Padar advises, “you can print tax returns right to a portal where clients can log in to access them. CCH Axcess Portal allows you to share information with clients and they can share with you, and it’s completely secure. Filing and search capabilities help you find the stored document you’re looking for.”
Virtual client service tools are more critical now than ever before. Learn more about how CCH Axcess is helping Jody’s firm move forward with true client service in the cloud. Download her white paper, “CCH Axcess: Tour of a Seamless Technology.”