Client Collaboration Hub

As part of our ongoing effort to provide a high standard of client service, we are excited to introduce a new online client collaboration tool that will make your tax return preparation process more straightforward and efficient. This new online tool will guide you through the steps throughout all stages of the process, from beginning to end.

To receive an invite, please click the button below

Request an Invitation

Frequently Asked Questions

Client Collaboration no longer supports the "Connections" feature mentioned in the video.

Yes, you are able to upload your child’s documents to the Unclassified section of the Document Request List.

Yes, each account can designate a client representative in addition to the taxpayer and spouse having access.

The Client Collaboration mobile app has the ability to take high-quality “scans” of documents right on your phone. You can take pictures and upload documents as they’re received.

Yes. A mobile app is available in both the Apple App Store and Google Play.

Client Collaboration is best supported by Google Chrome.

Important Links For CCH Users

Connection With Holsinger

To Begin using Client Collaboration, you must first register your user ID and log in.

Learn More

Uploading Documents

Easily upload tax documents for your preparer to view. Only upload a document once.

(Note: It is important the documents you upload are not password protected)

Learn More

Completeting the Organizer

Answering our organizer allows us to better serve your tax needs.

Learn More

Messaging Your Tax Professional

The built-in messaging feature on CCH is a convenient way to contact us any time of day.
You can also add Quick Notes to clarify or add information.

Learn More

Send To My Accountant

Hitting the “Send to my Accountant” button alerts our professionals that your taxes are ready for preparation.

Learn More

Client Collaboration Resources

CCH has many videos available to enrich the user experience.
This can be found inside your user Hub as well as on YouTube.

Learn More

Pay Your Invoice

You can view and pay your Holsinger invoices from right inside the Client Collaboration Hub.
(Note: this feature is not yet available on the mobile app.)

Learn More

Holsinger Support

Please email our CCH administrator, Liz Fox, for assistance.
(Note: Holsinger is unable to change or retrieve passwords.)

Learn More

Forgot Your CCH ID or Password

Can you not remember your credentials?

Access the recovery instructions below.

Forgot your ID?
Forgot your Password?