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Navigate CCH Axcess Engagement
View license information
Engagement License Status Dashboard
Managing Engagement Types
Create a new engagement
Create a consolidated engagement
Copy an existing engagement
Create an interim engagement
Export Engagement List to Excel
Firm Options
Import trial balance data
Modify group assignments
Manage accounts
Create and apply grouping list templates
Tax
Use leadsheets
View the balance sheet
View the income statement
Use the Financial Summary Report
Use the Tax Summary report
Create trial balance reports
View the journal entry
Add journal entries
Edit journal entries
Delete journal entries
Upload workpapers
Download workpapers
Use Workpaper Monitor
Insert trial balance links
Use workpaper tags
Sign off on a workpaper, leadsheet, or report
Export financial statements
Export journal entries
Export the trial balance
Export tax balances to a return
Export the tax summary report
Roll forward engagements
Select workpapers to roll forward
Set workpaper notes to roll forward
Use Knowledge Coach Notes
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Diagnostics
Risk Summary
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