One Reddit reviewer recalls how their tax season went with CCH Axcess Document: “I spent that tax season feeling like I was trying to sprint through molasses.” Yikes. Here are some more reported downsides of using CCH Axcess Document:
Built for accountants, SmartVault addresses the unique needs of accounting practices, offering a robust, user-friendly solution that enhances productivity, ensures compliance, and scales with your firm.
While CCH Axcess Document and SmartVault may share many features on paper, the user experience couldn't be more different.
Here's why SmartVault stands out as the simpler, more user-friendly option.From initial client engagement to storing final returns, SmartVault is designed from the ground up to support the entire tax prep document workflow.
CCH Axcess Document | ||
---|---|---|
Transparent Pricing | ||
Custom, Digital Client Intake Form | ||
Pricing Engine | ||
Engagement Letters with eSignature | ||
Ability to Bulk Send Engagement Letters | ||
Customizable Proposal Templates | ||
Automated Folder Structure Creation | ||
Unlimited Clients | ||
Custom List to Request Source Documents | ||
Source Docs Automatically Route to Correct Folder | ||
Robust Dashboard to View Status and Send Reminders | ||
Automatic Notifications Keep Everyone Updated | ||
Cloud-Based 24/7 Access | ||
Unlimited Cloud Storage | ||
Customizable Folder Structures | ||
Customizable Folder Structures | ||
Docs Available Online and on Desktop | ||
PDF to Print Functionality | ||
Auto-Routing/Saving | ||
Document Locking | ||
Version Control & Document History | ||
Advanced Search Functionality | ||
OCR for Scanned Documents | ||
Document Data Extraction | ||
Integration with Multiple Tax Prep Systems | CCH Suite Only | |
Seasonal Worker Licenses | ||
Included Custom Client Portal | ||
Secure File Sharing | ||
Real-Time Staff Collaboration | ||
Multi-Channel Client Communication | ||
eSignature Workflow (incl. 8878/8879) | ||
Signed Docs Routed to Client Folder Automatically | ||
Unlimited Guest Users | ||
Configurable Notifications | ||
Send Password-Protected Files Via Email | ||
Integrated Payment Collection | ||
Mobile Access | Limited |
Book a 15-minute demo to see exactly how SmartVault can work for your business.
See A Demo