Connect Leexi and CCH Axcess to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Leexi and CCH Axcess?

To start, connect both your Leexi and CCH Axcess accounts to viaSocket. Once connected, you can set up a workflow where an event in Leexi triggers actions in CCH Axcess (or vice versa).

Can we customize how data from Leexi is recorded in CCH Axcess?

Absolutely. You can customize how Leexi data is recorded in CCH Axcess. This includes choosing which data fields go into which fields of CCH Axcess, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Leexi and CCH Axcess?

The data sync between Leexi and CCH Axcess typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Leexi to CCH Axcess?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Leexi and CCH Axcess?

Yes, you can set conditional logic to control the flow of data between Leexi and CCH Axcess. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Leexi

About Leexi

Leexi is an advanced AI-powered platform designed to enhance productivity and streamline workflows through intelligent automation and data analysis. It leverages cutting-edge artificial intelligence to provide insights and automate tasks, making it an essential tool for businesses looking to optimize their operations.

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CCH Axcess

About CCH Axcess

CCH Axcess is a cloud-based tax and accounting software solution designed to streamline and enhance the efficiency of accounting firms. It offers a comprehensive suite of tools for tax preparation, compliance, and workflow management, enabling professionals to manage their clients' financial data with ease and accuracy. With its integrated platform, CCH Axcess facilitates collaboration, improves productivity, and ensures compliance with the latest tax regulations.

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