Is there any information I should be aware of about the Active Directory® login method in CCH Axcess™?

Please take special note of the following:

  • New firms and firms using the CCH Axcess or Federation Services login method can no longer select to use the Active Directory® method as this method will be phased out in the future. Firms who are already set up to use Active Directory® are not impacted by this change. Firms that prefer to use Active Directory authentication services can select the Federation Services method. For more information, see our introduction to Federation Services authentication.
  • NEVER remove the designated administrator account for the CCH Axcess from the CCH Axcess group in Active Directory and use caution when removing other users from the Active Directory CCH Axcess group.
  • Do not disable the user in Active Directory that is linked to the default administrator profile in Active Directory as you may be disabling the only person with full rights across the CCH Axcess.
  • If all users who have rights to Active Directory Integration, including the default administrator, are unlinked in the CCH Axcess, there will be no way to re-link users because anyone with the permissions required to perform the integration will also be unlinked.
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