Adding a CCH Axcess™ Portal Login Page

CCH Axcess Portal provides a secure location for exchanging files with your customers. If you license Portal, you can add a dedicated Portal login page to your site. The login page will open Portal in a secured window. Adding this page will offer convenience for your clients. It also provides a way for you to present your Web services as an integrated whole.

Note: You also can place links to the Portal login page on other pages of your site if needed. See Adding a Link to CCH Axcess™ Portal for more information.

To add the Portal login form to your site, do the following:

  1. Log in to your Site Builder account.
  2. Click Site Design > Edit Pages on the menu bar.
  3. Click the add buttonClosed  above the Pages list, and then select CCH Axcess Portal from the list of pages.
  4. Edit the information about the page.
  5. Click Accept to save your changes.
  6. Click Preview to see what your site will look like when your changes are applied. The preview opens in a different browser tab or window.
  7. Click Publish to immediately update your website, or click Next to continue to the next page.
  8. Note: Changes you make in Site Builder are not applied to your website until you publish the updates.