Your New Portal and Client Collaboration Hub

At Linkenheimer LLP, we are continuously striving to improve our service quality and enhance the experience of our valued clients like yourself. In our ongoing efforts to stay at the forefront of technological advancements and security measures, we are excited to introduce our new software platform: CCH Client Collaboration.

These new tools are part of our commitment to providing you with a superior client experience. By increasing efficiency and improving data security, we aim to make our interactions smoother and more productive.

Thank you for your continued trust and partnership. We look forward to continuing to serve your needs with these enhanced capabilities.

What is CCH Client Collaboration

This tool is designed to streamline and simplify the collaboration process and will replace NetClient and Onvio. With this platform, we can efficiently work together on tax and accounting matters. Its features enable quicker responses, reduce the need for back-and-forth emails, and help us keep all our communications and documents in one secure location. Client Collaboration will be used to send and receive your electronic organizers, engagement letters and e-sign your tax return. 

Client Collaboration brings the best products of the CCH Axcess suite together in a complete and comprehensive workflow design.

  • Clients can log in to a centralized client hub that contains everything they need for you to prepare their tax return.
  • Starting with the engagement letter, clients can electronically sign it through our integrated eSign tool.
  • The tax engagement continues to the digital organizer and pro forma document request list.
  • To wrap up the engagement, the taxpayer can use eSign to sign the 8879, then have the return delivered to their hub.

Login to Your Client Portal Here

Note For Mac Users

While Client Collaboration is designed to work across a variety of platforms and operating systems, we recommend using the Google Chrome browser to use the collaboration hub. If you notice something doesn’t seem to be rendering correctly, make sure you are using Chrome. Mac users have reported issues with files not downloading properly in Safari. This problem is resolved with the use of Chrome as the browser.

Overview

The following video provides a high-level overview so you can become familiar with the uses and features of Client Collaboration hub. Download the quick user guide here. 

Video Table of Contents

We have compiled a video  library that should guide you through the setup process and answer any Frequently Asked Questions you may have.

We believe that these changes will significantly benefit our collaboration, and we are eager to implement these advancements in our work with you. If you have any questions or require further information, please feel free to contact us.

Table of Contents for Video Library

CCH Axcess™ Client Collaboration: Getting Started with your Tax Organizer –

The Tax Organizer in Client Collaboration has been split into a questionnaire and a related document request list. Learn how to navigate and complete the tax organizer.

CCH Axcess™ Client Collaboration: Creating your User ID & Logging into your Collaboration Hub –

Learn how to create your user ID and log into the Collaboration Hub for the first time.

CCH Axcess™ Client Collaboration: Electronically Sign your Engagement Letter –

Let us guide you through applying an electronic signature to your engagement letter.

CCH Axcess™ Client Collaboration: Questionnaire – Personal Information: About You –

Learn the basics of the Personal Information section and completing Step 1: About You.

CCH Axcess™ Client Collaboration: Questionnaire – Personal Information: Dependents –

Continue to navigate through your Personal Information section and complete Step 2: Dependents.

CCH Axcess™ Client Collaboration: Questionnaire – Personal Information: Electronic Funds –

Move to the Electronic Funds step in your Personal Information section.

CCH Axcess™ Client Collaboration: Questionnaire – Personal Information: Taxable Events –

Finish the Personal Information section by answering Taxable Event questions.  This section will formulate the remainder of your Questionnaire.

CCH Axcess™ Client Collaboration: Questionnaire – Completing and Adding Taxable Event Tiles –

Questionnaire tiles are driven by the Taxable Events, learn how to complete and add new event tiles when needed.

CCH Axcess™ Client Collaboration: Questionnaire – Adding Tax Payments –

Learn how to add your estimated tax payments to the Taxes tile.

CCH Axcess™ Client Collaboration: Questionnaire – Completing Business, Rental & Farm Schedules –

CCH Axcess™ Client Collaboration: Questionnaire – Notes to Accountant –

Do you have additional information, questions or concerns you need to discuss with your tax professional?  Learn how to leave notes in this lesson.

CCH Axcess™ Client Collaboration: Document Request List – Overview –

The Document Request List will show you what documents are required to prepare your tax return.  This short lesson will provide you with an overview of the Request List.

CCH Axcess™ Client Collaboration: Document Request List – Attaching Documents –

Learn the various methods for attaching documents to complete the items on your document request list.

CCH Axcess™ Client Collaboration: Document Request List – Using Quick Notes –

What happens if you don’t have a document to attach for a request list item?  Add a quick note.

CCH Axcess™ Client Collaboration: Completing your Organizer –

When you’re done with all of your tax tasks, send it to your accountant so they can begin your tax return.