Client Tools

Client Tools

Use links below to access the tool you need.

ShareFile Portal

ShareFile is a secure document sharing application that allows you and your accountant to share critical files in a safe electronic manner.

Pay My Bill

Need to pay your invoice? With our secure portal, you can make a payment with or without registering for a payment portal account.

Client Collaboration

CCH Axcess™ Client Collaboration is our secure client collaboration platform to manage client tax needs. You'll have all-year access to safely share documents.

Net Client

With NetClient you can get accounting and financial information and services via our website – any time, from anywhere. NetClient lets you access our services directly from our website – using a secure, private portal just for you.

File Drop

In an effort to simplify secure document sharing we are excited to offer a new client file drop tool, specific to the CSH office you want to communicate with. Please click on the link below and provide the requested information in the resulting form.

Trust Portal

Keeping your data safe is our top priority. Our Trust Portal, hosted through Conveyor, offers a clear and transparent overview of our cybersecurity practices, ensuring you have confidence in our commitment to security.