How do I retrieve the URL for clients to login to CCH Axcess Client Collaboration?

  • Article Type:
  • How To
  • Last Modified:
  • 02/12/2021

Objectives

  • How do I retrieve the URL for clients to login to CCH Axcess Client Collaboration?
  • Is there a URL I can share with my clients to get to CCH Axcess Client Collaboration?
  • What is the URL for CCH Axcess Client Collaboration to share with clients?
  • How do I get the URL for Client Collaboration for clients.

Environment

  • CCH Axcess Client Collaboration
  • CCH Axcess

Procedure

To retrieve unique URL for firm do the following:
  1. Open Client Collaboration
  2. Click on the Tile menu on the upper left corner
  3. Click Administration
  4. Click Firm Information
  5. Click Branding
-Note if you are attempting to go to the link make sure you do it from another browser or completely log out of Client Collaboration.

Additional Information

N/A

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