There are two licensing options for the CCH Axcess Portal: Standalone and Integrated.

• If purchasing only CCH Axcess Portal, this is the standalone version. 
• If purchasing CCH Axcess Portal and CCH ProSystem fx On-Premise Document at the same time, the Portal Conversion Utility must be run.
• This also occurs if CCH ProSystem fx Document On-Premise is already licensed and CCH Axcess Portal is purchased later.
• Inversely, this occurs if CCH Axcess Portal is owned and CCH ProSystem fx Document On-Premise is purchased later.
• This will convert CCH Axcess Portal to the Integrated version.
• These items will be further clarified by your CCH Sales Representative when you purchase the products.
• The implementation consultant that assists with implementing the products will ensure that the licensing is correct.
• The consultant will also ensure that the products are properly set up and integrated.