Our Client Axcess Portal gives us the ability to share information with our clients in a secure, online environment. Click the link to access your portal, or contact a team member for additional information. Using the portal is preferred over e-mail for securely sending your confidential financial documents and tax returns.
How to Login
1. Go to your portal URL: https://www.clientaxcess.com/#/
2. Enter your login ID: (your full email address is the ID)
3. Enter your password
If you forget your password, it may be reset anytime by clicking “Forgot password?” on the login page.
The CCH Client Axcess Portal User Guide - Portal User Guide
If you prefer the legacy webpage interface it is still available. https://portal.cchaxcess.com/Portal/default.aspx
If you would like a complete copy of the legacy Portal User Guide which can teach you how to further manage your portal it can be found here - Legacy Portal User Guide
If you have any questions, please feel free to contact us.
Mahoney Ulbrich Christiansen and Russ, P.A.