CCH® Client Axcess Client Email Templates

Your firm can download and edit the email templates attached to this article to notify clients about the new Client Axcess interface. These emails introduce clients to the Client Axcess interface and explain some of its benefits.

We also recommend that you attach a copy of the CCH® Client Axcess User Guide to the email, or remove the text that refers to the user guide before you send the email to your clients.

More Information

See the CCH® Client Axcess Launch Kit for more information and resources to help you roll out Client Axcess to your clients.

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