Getting Started

Client Collaboration is a workflow solution that your firm and its clients can use to work together on projects. For the firm, it offers a single location to:

• Create and manage engagement letter templates, questionnaires, and document request lists.
• Create and send requests for information to clients, either singly or in batches.
• Track client progress in fulfilling these requests.
• Submit CCH Axcess™ Tax returns to clients for electronic review and signing.
• Submit invoices to clients for payment.

For your clients, Client Collaboration provides a web-based hub for responding to the firm's requests. Among other tasks, clients can:

• View and sign engagement letters.
• Respond to organizer questionnaires.
• Submit requested documents to the firm.
• Review and sign their tax returns electronically.
• Submit payments to the firm.

Notes:

• Your license for Client Collaboration also includes a CCH® eSign license. The eSign functionality allows your clients to sign and return their engagement letters and Form 8879 in their tax returns electronically. See About Electronic Signatures for information about the setup that is needed to use this feature.
• The sections of Client Collaboration that are available to you and the tasks that you can perform are determined by the permissions that the CCH Axcess administrator has assigned to you.