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This article applies to:

  • Product: safesend
  • Subject: AI
  • Audiences: Staff

CCH Axcess™ organizer print settings for Gather

Configure your CCH Axcess™ organizer print settings to ensure optimal performance with Gather.
note
Borders on the print of the Organizer will prevent SafeSend from being able to create a Document Request List.
Engagement letters
  • Include engagement letters in your CCH Axcess™ organizer so that they transfer into Gather.
Print options
Batch processing
  • To use batch processing, name organizer file names by
    Name and ID
    :
    <YYYY><US><system letter>
    <Client Name>
    <Organizer>
    <Client ID>
    <V#>
    . For example:
    2015USI Smith, John Organizer ABC123 V1
    .
Questionnaire
  • Use the default questionnaire in CCH Axcess™. Don’t customize it.
Social Security numbers
  • We recommend suppressing Social Security numbers when outputting a CCH Axcess™ organizer.
CCH Axcess™ reference documents
Wolters Kluwer®, makers of CCH Axcess™, created and maintains the following documents, which are hosted in the CCH® Knowledge Base.
note
If you have trouble with these instructions or configuring your product to meet SafeSend requirements, contact Wolters Kluwer® support.

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