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How do I access the client portal?

The client portal is a secure web application which can be accessed through most current versions of web browsers, preferably Internet Explorer 10 or higher.

CCH Client Axcess® Portal compatibility note

To take full advantage of all the features of the CCH Client Axcess® Portal, users will be prompted during the initial login process to install the Microsoft Silverlight plug-in. Silverlight runs on most current versions of Windows and Internet Explorer, as well as Google Chrome. However it is very limited in old browsers such as Internet Explorer 6. For Mac users, the plugin is only available with Intel-based Macs running Mac OS X 10.4 or newer.

Windows and Mac users with possible compatibility issues can use the simplified version of the Portal with this link: http://portal.kbstm.com/SUI.

Your professional at KBST&M will create an account for you and provide detailed instructions on logging into the system. They will also provide you our User’s Guide to help you along the way.

This entry was posted on Thursday, October 25th, 2018 at 4:49 pm. Both comments and pings are currently closed.