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Client Manager - CCH Client ID

It would be very helpful if there was something in place to deal with the Axcess Client ID.  I cannot expect the team to continue to edit the client ID when uploading returns, especially during busy season.  One of the reasons we use SSR is because it saves time and increases efficiency.  Editing the number slows down the process and runs the risk of too many/not enough characters being edited.

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  • Official comment

    Hi Cindy, 

    We certainly understand the concern here! Our product team is working on a way to enhance our initial recognition process when it comes to reading the Client ID from the PDF name. 

    While this is recommended, it's not necessary if you don't mind the Client Management ID to include the leading CCH PDF information, instead of just the client ID number. 

     

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