Using the Portal Plug-Ins

The CCH Axcess Plug-ins allow you to publish documents from several common Microsoft^® Office applications directly to Portal. This integration reduces the amount of time required to create, distribute, and track documents.

Plug-ins are available for the following applications:

• Microsoft^® Outlook^®
• Microsoft^® Excel^®
• Microsoft^® Word
• Microsoft^® PowerPoint^®

Supported Versions

The plug-ins support the following:

• Microsoft^® Office 2013
• Microsoft^® Office 2016
• Microsoft^® Office 365^™ (locally installed only; Internet-based versions are not supported)

Note: Other versions of Microsoft^® Office that are not listed here might work with the plug-ins. However, they are not officially supported.

Click a link below to learn more about using the plug-ins.