Modera Wealth Management, LLC vs CCH Client Collaboration

This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current investment information. • And more!

Tax season can be stressful, but it doesn’t have to be. With CCH Axcess™ Client Collaboration, you can work with your CPA on your 1040s and business tax returns in a secure and convenient way. No more hassle of printing, mailing, or faxing documents. No more confusion of what to do next. No more wasted time and money on office visits or paper organizers. CCH Axcess™ Client Collaboration is a cloud-based platform that lets you and your CPA collaborate, share, and communicate from anywhere, on any device. You can upload or snap photos of your tax documents and store them safely in the cloud. You can electronically sign your tax documents with a 100% IRS compliant e-signature. You can respond to your CPA’s document requests and questions on your PC, Mac, tablet, or mobile phone. You can view your tax return and track its progress online. CCH Axcess™ Client Collaboration makes tax season a breeze by providing you with: • Easy to Use Interface: You can easily navigate through the platform and complete the tasks related to your tax return. You can electronically sign documents, answer questions, and attach or scan requested documents with a few clicks or taps. • Convenience: You can work on your tax return at your own pace and schedule. You can access the platform from anywhere, anytime, as long as you have an internet connection. You can use the Client Collaboration mobile app to stay in touch with your CPA while on the go. You can view your tax return on your tablet from the comfort of your sofa. • Security and Speed: You can rest assured that your data is secure and protected at all times. The platform uses bank vault security and encryption to safeguard your information. The platform also speeds up the tax preparation process by reducing errors and delays. CCH Axcess™ Client Collaboration is the ultimate solution for managing your taxes. It is available for both individual and business tax returns. You can start using it today by contacting your CPA and requesting an invitation.