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, most current versions of Windows and Internet Explorer, as well as Google Chrome will allow access.
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.
Your user ID is your e-mail address. If you can’t remember what email address you used contact your KBST&M Professional.
You can reset your password following the instructions on this site: Forgot your password?
To see detailed instructions to reset your password they can be found here: Instructions to Reset Your Password