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CCH Axcess™ Plug-ins

Welcome to Plug-ins Help

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Getting Started

Available Plug-ins

Set up the Plug-ins for Microsoft® Office and Adobe® Acrobat®

Select the Plug-ins available to staff members

Install the Plug-in framework

Install and update the Plug-ins on workstations

Microsoft® Excel®

Save Microsoft® Excel® Files to Document

Open Microsoft® Excel® files stored in Document

Microsoft® Outlook®

Save Emails to Document

Send files using 7Zip

Microsoft® Word

Save Microsoft® Word Files to Document

Open Microsoft® Word files stored in Document

Adobe® Acrobat®

Add a file to Document from Adobe® Acrobat®

Share Safe

Share Safe overview

Request a file with Share Safe

Send a file with Share Safe

Set sending options in Share Safe

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Revised 1/13/2025