WebSelect a scan. Click Define Scope/Submit on the Scan Management group of the Home tab. Select Scan all returns to scan all returns you have permission to view. Select Filter the … WebUsing the CCH Axcess™ Document Interface Document is a document management system that provides a centralized storage location for your files. By storing all your file in one central and searchable repository, you are able to deliver better service to clients by eliminating time spent searching through folders and files.

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WebBy utilizing DataScan, you can search for clients affected by tax law changes, particular client profile information, or client history. Flexible and Easy to Use Build your scan using … WebImporting K-1 Data Overview. You can import K-1 data into a return from any of the following: K-1s converted to PDFs. To use this method, your firm must license the K-1 Engine. This tool automates the extraction and import of Partnership K-1 forms data and statements into Individual returns. It is available for tax year 2024 or later returns. flanges east rand

Introduction to Dashboard

WebOther CCH Axcess Help Working with Submitted Scans Searching and Filtering Scans From the main window, you can quickly search or filter scans. Notes: The Search box and the Quick Filters are independent of one another; if you search for a term and then select a filter, the filter will apply to all scans rather than to the search results. WebCCH ® Axcess™ DataScan. Filter: All Files; Submit Search. Home > Editing Scans. After you have created a scan, you can edit the identifying information, change the columns … WebThe CCH Axcess Marketplace is an online resource center that makes it easy for firms to find software integrations for their systems. These integrations enable firms to automate many of the most time-consuming tasks in their tax, audit and firm management workflows.. Visit the CCH Axcess Marketplace Professional & client services flanges distributor