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Setting Up CCH Axcess™
Portal
Firm Setup
Add the firm logo to the portal
Create an end user license agreement (EULA)
Set up email notifications
Manage folder templates
Client Portals
Create portals in batches
Add an individual portal
Select firm users with access to a portal
Manage client users for a portal
Portal Usage Information
Generate reports
View licensing details
View storage details
Note
: For instructions on publishing files to a portal, see the
Document
Help.
CCH 
Firm Setup
Client Portals
Portal Usage Information