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Navigate CCH Axcess Engagement
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Engagement License Status Dashboard
Create a new engagement
Create a consolidated engagement
Open an existing engagement
Copy an existing engagement
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
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
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