About the Document Storage Platform

By default, files uploaded to Document are stored in the CCH Axcess Cloud. If your firm prefers to store files on its own servers, Document provides the Document Storage Platform (DSP). This component allows you to set up local storage areas that Document can access. For staff users, these local storage areas look and function the same way that Cloud-based storage areas do. Your staff does not need to follow a different workflow to upload or access files in local storage.

Setting up DSP is optional. It can be used along with Cloud storage to give your firm flexibility in how it stores its files. For example, you can have different storage configurations for the firm and for individual offices. Adding DSP also gives your firm the option to add extended storage, which you can use to house files that need to maintain links to other files.

See Storage Areas Available in Document for more details about the types of storage areas.

Example: Barry & Barry LLC has four offices. Three have physical locations; the fourth is a remote-only office. The firm has configured different types of storage for the firm and the offices.

  • At the firm level, the firm has managed storage on the CCH Axcess Cloud. This storage houses files that all offices need to access, such as human resources files and firm policies. No extended storage is set up at the firm level.
  • The three offices with physical locations have managed storage areas on local servers. These storage areas hold client files for that office. In addition, each office has extended storage set up to hold QuickBooks® files for their clients.
  • For the remote-only office, at this time there is no local server available to serve all the staff. Instead, the office uses a Cloud managed storage area for its client files.

Note: At this time, you cannot change an existing storage area from Cloud storage to local storage, nor from local storage to Cloud storage. This feature will be added in a future release. If your firm currently uses Cloud storage for the firm, you can set up new storage areas for new offices to use either Cloud or local storage. Also, local extended storage can be added to supplement existing Cloud storage for the firm or for an office.