How do I delete a client link in CCH Axcess™ Document or CCH ProSystem fx Document?

To delete a link, do the following:

In CCH ProSystem fx™ Document On Premise
  1. Open Dashboard.
  2. Click Configuration.
  3. Under Client Manager, click Client.
  4. Click Client Links.
  5. Search client by client ID.
  6. Highlight the client.
  7. Click Delete Link.
In CCH Axcess™ Document
  1. Open Dashboard.
  2. Click Application Links.
  3. Under Client Manager, click Client.
  4. Click Client Links.
  5. Search client by client ID.
  6. Highlight the client.
  7. Click Delete Link.
  Solution Tools
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 Solution Id 000070031/000070031
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