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Xpitax employs rigorous security protocols to protect client data during these transfers and throughout the preparation process: Your Privacy - Support Site - KB Article - Tax & Accounting

Question. Why is the Xpitax Document in the Documents section not downloading? CCH Axcess Workflow. Xpitax Outsourcing. Documents. CCH Support Xpitax - YHB CPAs & Consultants

Once Xpitax professionals complete the data entry or preparation, they upload the draft files back to the portal. Firm members then download these completed workpapers and draft returns for a final second-level review before filing.

Accounting firms scan client documents, such as tax organizers and supporting workpapers, and upload them to a secure U.S.-hosted server. These files can be uploaded in any order, as Xpitax’s system and AI-powered tools help organize the data.

Within the CCH Axcess Workflow Task Control Sheet , this specific section houses the shared documents.

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