Use the Advisor Events Pane

The Advisor Events pane is the heart of CCH Axcess Advisor. It provides a summary of the announced, proposed, and final changes to tax rulings that may impact your clients. From here, you can also access the list of affected clients and download the client letter template.

Note: You must be licensed for CCH Axcess Advisor to view the Advisor Events pane. CCH Axcess Tax also must be licensed and installed.

To add the Advisor Events pane to your Dashboard, click Application Links on the Dashboard navigation panel, and then click Advisor Events under Business Intelligence. The pane is added to a new page on your Dashboard.

You can also use add the pane to your Dashboard using the customization features in Dashboard. See Customizing Your Dashboard in the Dashboard Help for more information.