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CCH Axcess™ best practices for printing 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 byName and ID:<YYYY><US><system letter> <Client Name> <Organizer> <Client ID> <V#>Example: (2015USI Smith, John Organizer ABC123 V1)
- 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
This article applies to:
- Product: safesend
- Subject: Print
- Audiences: Staff