CCH announced a newly named and updated mobile app for their cloud-based modular tax preparation, compliance and firm management solution CCH Axcess.
Available for both Apple and Android devices, the mobile app was introduced under its new name and capabilities at the 2013 User Conference in Phoenix. Users can update the app, previously known as the ProSystem fx Mobile app, by going to their app stores for a direct update or to receive an update prompt to download at no additional charge.
“From the feedback we’re hearing from our strong customer partnerships, we understand that professionals want to maximize mobility to meet their clients’ needs, while keeping everything simple and user-friendly,” said Jerry Connor, CCH Axcess product manager, in a statement. “By upgrading the solution’s mobile capabilities and making critical functions available all under the CCH Axcess name, firms can pull the right technology levers’ that make sense for them choosing the modules and features that best fit their practices for now and the future.”
The new mobile versions have an improved user interface, simpler navigation, updated pagination and client search capabilities.
The new client dashboard feature allows users to see a client overview on one screen, including the client profile, contacts, updated notes and the staff working with clients. The updated Client Favorites view enables users to quickly see favorite items connected with a specific client from the most recently accessed list.
CCH is also offering new mobile premium functionality for CCH Axcess Document, Practice and Workstream modules. The specific mobility enhancements include:
CCH Axcess Document
New ability to filter file lists by class, cubclass, year and client name
Search across all clients for files
Display all files for each client
View files in the Client Dashboard
CCH Axcess Practice
View accounts receivable, A/R, balance as well as open invoices for each client A/R details on
View date and amount for last client invoice, receipt
Enter new or edit existing time, expense and CPE transactions
Review all transactions with the ability to filter by status and date
Release and/or post one or more transactions
Real-time status updates of transactions
CCH Axcess Workstream
Easily view list of open projects for specific client also on Client Dashboard
Ability for staff to view their project assignments
Update project status during transaction entry
More information about CCH Axcess is available at the CCH Axcess Resources Page.
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