How do I use client/search/advanced in CCH Axcess™ API?

  • Article Type:
  • How To
  • Last Modified:
  • 05/18/2022


Learn how to use the client advance search. 


  • CCH Axcess Workflow
  • CCH Axcess Workflow


Regarding advanced client search, we do expect to build out the advanced searches with more capabilities in the future. Currently it supports the same fields as the regular search. The 3 request items key/value/condition are described as follows:

  • KEY: In client advanced search, for example, key can be FirstName, MiddleName, Last_Corporate_Name, EmailID, AccountNumber.
  • VALUE: The value you are searching for.
  • CONDITION: for searches with multiple key/value pairs, you may specify AND or OR.

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