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This article applies to:

  • Product: safesend
  • Subject: Print
  • Audiences: Staff

CCH Axcess™ best practices for printing organizers

This article contains information on print settings for CCH Axcess™ organizers that are uploaded to Organizers. Follow these guidelines for an optimal experience. For information on how to prepare batch organizers, refer to Uploading Batch Organizers.
  • Engagement letters:
     Include engagement letters in your CCH Axcess™ organizer so that they transfer into Organizers.
  • Print organizers options:
    • To use batch processing, organizer file names should be named by
      Name and ID
      :<YYYY><US><system letter> <Client Name> <Organizer> <Client ID> <V#>Example: (2015USI Smith, John Organizer ABC123 V1)
      In the Print Organizers Options window, the Name and ID option is selected in the Name PDF files by: field.
    • Don’t customize the questionnaire. Use the default questionnaire in CCH Axcess™.
  • Social Security Numbers:
     We recommend suppressing Social Security numbers when outputting a CCH Axcess™ organizer.
  • Checklist Organizer Forms:
     We recommend using the checklist organizer created by CCH Axcess™. This helps reduce the number of unnecessary pages.

CCH Axcess™ reference documents

The following documents contain additional information about CCH Axcess™ and are hosted in the CCH® Knowledge Base.
note
The content linked is created and maintained by Wolters Kluwer®, makers of CCH Axcess™. If you have trouble with these instructions, or with configuring your product to meet our requirements, please contact Wolters Kluwer® support.

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