Getting Started with CCH Axcess Advisor
CCH Axcess Advisor provides information about federal and state tax regulatory changes that may impact your clients' returns. It can support you in providing valuable advisory services to your clients by explaining the scope and magnitude of recent tax events. It also can identify clients who might be affected by a change so you can target your services appropriately.
Review each step below to get started using CCH Axcess Advisor. When you're ready to learn more, you can also review the topic CCH Axcess Advisor Advisory Workflow for more detailed suggestions about incorporating CCH Axcess Advisor into your regular client communications. Additional information is also available in the Frequently Asked Questions.
Step 1 - Get access.Access to CCH Axcess Advisor is controlled by product licensing. If you do not see an Advisor Events link under Business Intelligence on the Dashboard Application Links page, contact your CCH Axcess administrator to request that a license be assigned to you. If your firm runs out of licenses, contact your CCH Axcess account representative to order more. |
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Step 2 - Add the pane.The Advisor Events pane is the heart of CCH Axcess Advisor. It lists announced, proposed, and final changes to tax rulings that could impact your clients' returns. To add the Advisor Events pane, follow the instructions in the topic Use the Advisor Events Pane. Note: You must also be licensed for CCH |
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Step 3 - Review and filter the Advisor Events list.You can view the title and subject for each event in this list, as well as the approximate number of clients that may be affected. To manage the ever-growing list of events, you can apply events list filters to focus on the most relevant opportunities. Tip: The |
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Step 6 - Take action.Being informed on new tax events and the clients affected by them is irrelevant without a process to engage your clients concerning the events. CCH Axcess Advisor Advisory Workflow outlines the recommended tools and process that you may leverage to bring the Advisor workflow to fruition for your clients. Tip: Schedule a quarterly meeting with clients to review the events displayed in their Client Dashboard. You can discuss potential tax savings, compliance issues, or risk mitigation opportunities. |
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Step 5 - Review the Affected Clients list.The Affected Clients list presents opportunities for additional touchpoints with the relevant clients who may need your advisory services to properly react to each tax event. As these lists may become quite large, configure the filters and view options to display only those clients with the highest relevance. Learn more about ways to tailor your affected clients lists using client responsible staff filters, and more advanced techniques to generate actionable reports. |
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Step 4 - View details for a specific event.Each Advisor Event provides a wealth of information that is useful both to staff and clients alike. These publications include an overview of the event and how it applies specifically to your clients. Use this information to get better informed on the most pressing matters of the day. See Reviewing CCH Axcess Advisor News Details to learn how to take advantage of the common elements in every Advisor event. |
icon in the upper right corner of the Advisor Events pane indicates when new events are added or when new tax years are added to existing tax events.