Deeper CCH Axcess Integration

We just moved from UltraTax to Axcess, and I'm considering writing some custom middleware to better integrate SafeSend and Axcess. However, given that both platforms have an open API and there likely is enough user demand to support it, I'm hoping that SafeSend might consider implementing some of these things natively:

  • Sharing eSignature status events between SafeSend and Axcess (this seems the most straightforward)
  • Direct print from Axcess to SafeSend, similar to the implementation in UltraTax

It would also be great to see things like Extensions and Organizers hook into Batch Manager, but I'm guessing that's more advanced/challenging to implement.



1 comment
  • Official comment

    Hi Marc, thank you for this feedback. I am happy to let you know that we are working on requests similar to these and look forward to providing more integration with CCH in the future!

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