CCH Axcess vs Canopy

Connect, collaborate and grow with CCH Axcess. The CCH Axcess™ app provides CCH Axcess customers with the ability to manage their work on the go. At its core is the firm’s common client database, which lets you access essential client information from anywhere. You can also enter time, view firm documents, easily publish documents to clients’ portals, view a client’s balance, payments, and invoices - all through your mobile devices. With real-time, shared access to client information, you’ll be able to advance your business and deliver more value to clients who have come to expect on-demand service. Having client information at your fingertips helps you stay in touch and access critical information whenever you need it. The app makes collaboration with clients easier by allowing you to access and share information from anywhere. Your clients won’t have to wait until Monday to get the documents they need, and you won’t have to go to the office on the weekend to send them over. The trial of the CCH Axcess app is provided pursuant to Section 11.2 of the CCH ProSystem fx Master Application Services Agreement located at http://support.cch.com/prosystemfxagreements/ (“Master Agreement”) and is subject to all applicable terms and conditions of the Master Agreement.

Canopy is the firm-wide operating system that helps you build the accounting firm you've always wanted. And with the Canopy mobile app, you stay connected and productive from anywhere, giving you everything you need to manage your firm and clients from the palm of your hand. Stay in touch with clients Stay connected to your clients and their work. With ready access to your clients' information, you can keep things moving and answer the important questions on the go. Take files anywhere Be prepared for any client, IRS call, or firm conversation with mobile access to your files. Easily review, annotate, scan, and store them. Even upload photos from messages or file storage apps on the go. Manage your work Keep track of your client projects. Leverage workflow automation, create new tasks, update existing ones, or send client requests. Track time worked and reply to your clients—all from your fingertips. Get paid faster Review your clients' outstanding and past invoices, resend payment requests, and receive or record payments lickety-split. Security built for mobile Protect your information with multi-factor authentication, encryption, and touch or face identification. Manage devices and revoke access on the fly. About Canopy Canopy is a cloud-based practice management suite for accounting professionals. The suite includes the Client Engagement Platform—the foundation of everything—Document Management, Workflow, Time & Billing, Insights, and Tax Resolution.