Linking Clients

If you have clients that have possible matches in CCH Axcess, you can add the existing foundation client as a new client in CCH Axcess or you can link the existing foundation client to an existing client in CCH Axcess. If your clients have possible matches, select each client in the Existing Foundation Records table to view their possible matches in the New CCH Axcess Records table.

Link the existing foundation client to a client in CCH Axcess.

Linking means the existing foundation record will either fill in the empty blanks in the CCH Axcess record or leave all the blank fields in the CCH Axcess record empty, depending on the selection made earlier. Also, linking means the existing foundation record will not be migrated; however, any reference to the existing foundation record will be changed in CCH Axcess to reference the linked record.

If the client you are linking has an associated tax return, you can only link that client to a client assigned to a tax client type (Individual, Corporation, Partnership, Fiduciary, Non-Profit, Employee Plan, or Sole Proprietorship). The list of available clients to link to will be automatically filtered to include only tax clients.

Example: If you link client ABC in the existing foundation suite to client DEF in CCH Axcess, then any return that references client ABC in the existing foundation suite will now reference client DEF in CCH Axcess.

1. Select a client in the Existing Foundation Client Records table. If there are two exact matching existing foundation clients, you will be prompted to select which client to add and which to link.
2. Select a client in the New CCH Axcess Records table.

Note: If the name, type of data, client type matches to a field that already exists in CCH Axcess, the existing foundation fields will be linked with the existing CCH Axcess fields.

3. Click Link Client. The client moves to the Records Selected for Migration table.

Tip: If you need to remove the link, select the client in the bottom table and click Undo.

4. Add or link the remaining existing foundation clients.
5. Click Continue to continue the migration process.

Add the existing foundation client as a client in CCH Axcess.

If you do not want to link the client to an existing client in CCH Axcess, you may add it as a new client.

1. Select a client in the Existing Foundation Client Records table and select Add as New. This will add the existing foundation client as a client in CCH Axcess. If there are two exact matching existing foundation clients, you will be prompted to select which client to add and which to link.

Note: Linking a few of the clients and then clicking Add All as New will clear the links you have already established. We recommend selecting multiple clients. To select items next to each other, press and hold Shift while clicking the first and last items in the list. To select items that are not next to each other, press and hold Ctrl while clicking each item you want to select.

The client moves to the Records Selected for Migration table. If you need to remove the link, select the client in the bottom table and click Undo.

2. Add or link the remaining existing foundation clients.
3. Click Continue to continue the migration process.