Skip To Main Content
Account
Settings
Logout
  • placeholder
Account
Settings
Logout
Filter:
Submit Search
Support
  • Communities
  • Knowledge Base
  • Video Library
  • Hot Topics/FAQs
  • Chat with Support
  • Open a Support Case
More Resources
  • Application Status
  • CCH Software News
  • CCHGroup.com
  • Release Notes
  • Support.cch.com
  • Feedback Forum
Other CCH Axcess Help
  • Administration Manager
  • AutoCheck
  • Batch Manager
  • Client Axcess
  • Client Collaboration
  • Correspondence Manager
  • Dashboard
  • Data Migration
  • DataScan
  • Document
  • Engagement
  • Install and Update Manager
  • iQ
  • Knowledge Coach
  • Office Plugins
  • Practice
  • Reports Manager
  • Single Sign-on
  • Tax
  • Workstream
CCH Axcess™ Tax Correspondence Manager

Welcome to Correspondence Manager Help

Filter:
Submit Search

Getting Started

Introduction to Correspondence Manager

Correspondence Manager workflow

Set correspondence options

Tips and best practices

Frequently Asked Questions

Letter Template Library

Learn about the Letter Template library

Add custom letter templates

Enable letter templates

Import custom letter templates

Paragraph Library

Learn about the Paragraph library

Add custom paragraphs

Insert paragraphs in a letter template

Suppress/Unsuppress paragraphs

Keyword Library

Learn about the Keyword library

Insert/Remove keywords

Conditions/Grammar Variables

Learn about conditions/grammar variables

Use the Condition Editor

Build expressions

Use the Grammar Variable Editor

Return Letters/Organizers

Use Correspondence Manager inside a return

Use Correspondence Manager in Batch Manager

©2025 CCH Incorporated and/or its affiliates. All rights reserved.
Revised 1/13/2025