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CCH Client Collaboration

CCH Client Collaboration

Collab with tax professionals

47 ratings
16 reviews
💰 Finance
Free

Details

  • Released
  • Updated
  • July 19, 2023
  • May 14, 2026

Features

Developer

CCH Incorporated
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CCH Client Collaboration screenshot #1 for iPhone
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CCH Client Collaboration screenshot #8 for iPhone
iphone
ipad
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About

Collaborate with your tax professional on tax returns from any device. Securely upload, sign, and track documents electronically, eliminating the need for printing, mailing, or in-person visits. Streamline your tax season with a convenient and efficient cloud-based platform.

✓Secure cloud-based collaboration
✓Document upload and photo capture
✓IRS-compliant e-signature
✓Respond to CPA requests
✓Track tax return progress
✓Cross-device accessibility
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What's New in CCH Client Collaboration

7.1

May 14, 2026

Thanks for using client collaboration! This version includes: Minor bug fixes and updates.

User reviews

Most RecentHighest RatedLowest Rated

Accessibility

While this app works well on a laptop, it is not helpful at all when being used by an iPad, as it does not allow me to use all of its features. It gets stuck while loading. As a result, this renders the app unhelpful for iPad use.
JcNy72JcNy72

Loading…

Just says loading…never loads. Previous write up review; still not working
Meatus20Meatus20

Absolutely terrible

Followed the instructions, still does not work.
Mr Dada JMr Dada J

disgruntled

two years has never worked. guess my accountants don’t read these reviews for this POS app even after many people tell them about their problems using it.
really deserves a 0 rating.
longjog77longjog77

Freezes constantly

Disappointed with this app it’s constantly glitchy
nikkiobladnikkioblad
See 11 more reviews

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FAQ

What does CCH Client Collaboration do?

This app allows you to securely collaborate with your CPA on your tax returns. You can upload or photograph tax documents, electronically sign them with IRS-compliant e-signatures, and communicate with your tax professional. It aims to eliminate the hassle of printing, mailing, or faxing documents and reduces the need for in-person office visits.

How does the e-signature feature work?

The platform provides a 100% IRS-compliant e-signature feature. This allows you to electronically sign your tax documents directly within the app, ensuring that your digital signature is legally recognized for tax purposes.

Is CCH Client Collaboration free to use?

Based on the provided information, the app is available for free. Users can start using it by contacting their CPA and requesting an invitation to the platform.

What devices are compatible with CCH Client Collaboration?

The platform is accessible from any device with an internet connection, including PCs, Macs, tablets, and mobile phones. This allows for convenient access and work on your tax return from anywhere.

How does this app help with tax season?

It simplifies tax season by providing a secure and convenient way to manage your tax documents and communicate with your CPA. Features like easy document uploading, e-signatures, and progress tracking reduce errors, delays, and the need for physical paperwork or office visits.