Client Collaboration

CCH Client Collaboration is our secure online platform that makes it easy to share documents and communicate with our team during the tax preparation process. Through this portal, you can safely upload tax documents, complete questionnaires, review requests from your accountant, and track the status of your return—all in one place.

The platform is designed to streamline the entire process while keeping your sensitive financial information protected with industry-standard security. Instead of sending documents through email, CCH Client Collaboration allows you to securely exchange files, receive notifications when action is needed, and stay organized throughout your engagement with our firm.

With 24/7 access from any device, CCH Client Collaboration provides a convenient and secure way to work with our team and keep your tax information in one centralized location.

 The Client Portal is our older system used to access tax returns. If you were not a client prior to 2025, this is not the correct portal for you.