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In today's episode, Document technology expert Damon Russell explores how the CCH Axcess Firm Management APIs enable innovative integrations using data from CCH Axcess Document and CCH Axcess Portal. We discuss real-world use cases, such as automating file storage, uploading files with publishing options, creating approval processes for uploaded documents, and managing tasks from external applications. Firm Management APIs transform firm management workflows, enhance collaboration and unlock the power of data and documents.
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OTROS EPISODIOS EN ESTE PODCAST
In this episode of "API Spotlight," we are thrilled to have Rod Lear, Senior Technical Product Manager, shed light on the Tax Transfer APIs. Join us as Rod shares invaluable insights into how these APIs empower accounting firms to seamlessly transfer tax data into and out of a return. Uncover the p…
In the first episode of "API Spotlight," we delve into Wolters Kluwer's robust CCH Axcess API strategy. Join Shahbaz Khan, Associate Director of API Program and Partners and Adam Orentlicher, Senior Vice President of Product Software Engineering, as they provide a comprehensive introduction to APIs…
In this episode, we're joined by Kenny Cheung, Director of Innovation and Technology at Grassi. We'll explore how Grassi has leveraged the Tax Transfer API to improve their tax processes, making their operations more efficient and effective. Kenny shares his experiences in managing the integration …
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