Sync CCH Axcess Tax Clients Before Creating a new Client

Last updated: August 13, 2026

If a client is not appearing in Filed after connecting CCH Axcess, manually sync clients from the CCH Axcess plugin connection. This is only needed as the CPA firm adds more clients in CCH Axcess. When new clients are created there, syncing gives Filed visibility into those clients so they can be selected in Filed.

Steps

  1. Go to Plugins.

  2. Select CCH Axcess.

  3. Select the active CCH Axcess connection and open it.

  4. Scroll down and click Sync Clients.

  5. After the sync finishes, go back to the Clients section.

  6. Click Create Client.

  7. The client should now appear and be available to select.

What to expect

After syncing, CCH Axcess clients should be available from the Clients section when creating a client in Filed.