What are invalid characters in file names or client names in CCH Axcess™ or CCH ProSystem fx® Document?

CCH Axcess™ Document Share Safe
CCH Axcess™
CCH Axcess™ Document
CCH® ProSystem fx® Document
CCH Axcess™ Document (on premise)
CCH Axcess™ Portal

These certain characters should be avoided when creating client names in CCH Axcess™ and CCH® ProSystem fx® Document, and they are prohibited from use in file names when adding a new file to (or changing the name of an existing file in) CCH Axcess™ Document and CCH® ProSystem fx® Document:

• < (less than)
• > (greater than)
• : (colon)
• " (double quote)
• ' (single quote)
• / (forward slash)
• \ (backslash)
• | (vertical bar or pipe)
• ? (question mark)
• * (asterisk)

Although CCH Axcess™ Client Manager and CCH® ProSystem fx® Client Manager permit the use of these characters when creating a client entity, if the client entity's name is used in the Tax Mapping options to name a return file printed into CCH Axcess™ Document or CCH® ProSystem fx® Document, downloading the file from CCH Axcess™ Document or CCH® ProSystem fx® Document or sending the file using CCH Axcess™ Document Share Safe or CCH Axcess™ Portal can cause the name to be truncated.