> For the complete documentation index, see [llms.txt](https://help.filed.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.filed.com/reference/plugins/integrations/tax-software/cch-axcess/connect-cch-axcess-api-with-filed.md).

# Connect CCH Axcess API with Filed

If your firm uses the CCH Axcess Tax API Kit, you need three values to connect it to Filed:

1. **Client ID**
2. **Client secret**
3. **Integrator key**

The first part of this guide registers Filed as a third-party application and creates the client ID and client secret. The final section shows you where to find the integrator key in the CCH Axcess Developer Portal.

## Before you start

Make sure you have:

* Access to the CCH Axcess Dashboard.
* Permission to manage third-party applications for your firm.
* Access to the [CCH Axcess Developer Portal](https://developers.cchaxcess.com/).
* A secure place to save the client ID, client secret, and integrator key.

{% hint style="warning" %}
Treat the client secret and integrator key like passwords. Save them in your firm's approved password manager or secure credential store.
{% endhint %}

## 1. Open Developer Tools

1. Open the CCH Axcess **Dashboard**.
2. Select **Application Links** in the left navigation.

<figure><img src="/files/a9bPrmXbYsWJpbeJnCeF" alt="CCH Axcess Dashboard with Application Links in the left navigation"><figcaption><p>Select Application Links from the Dashboard.</p></figcaption></figure>

3. Under **Firm**, select **Developer Tools**.

<figure><img src="/files/kobkyV916ctWmRmQg05R" alt="Application Links page with Developer Tools under Firm"><figcaption><p>Open Developer Tools under Firm.</p></figcaption></figure>

## 2. Add the application

1. On the **Manage Third Party Applications** page, click **+ Add Application**.

<figure><img src="/files/cnWaBRAVLdfa9qnS8dBP" alt="Manage Third Party Applications page with application names and client IDs blurred"><figcaption><p>Click + Add Application.</p></figcaption></figure>

2. Complete **Application Details**:
   * **Application name:** Enter any descriptive name, such as `Filed`.
   * **Application type:** Leave this set to **AuthorizationCode**.
   * **Description:** This is optional.
   * **Access token lifetime:** Filed recommends **2 hour**.
   * **Refresh token lifetime:** Filed recommends **4 Weeks**.
3. Click **Next**.

<figure><img src="/files/qyATY2Z6ArSWk2gsvrIY" alt="Application Details with a two-hour access token lifetime and four-week refresh token lifetime"><figcaption><p>Use a two-hour access token lifetime and a four-week refresh token lifetime.</p></figcaption></figure>

## 3. Leave the scope definition unchanged

On the **Scope Definition** step, leave the existing settings unchanged and click **Next**.

## 4. Configure OAuth settings

On the **OAuth Settings** step:

1. Under **Redirect URL**, add the following URL:

   ```
   https://web.apps.filed.com/integrations/oauth/callback
   ```
2. Select the checkmark to save the URL.
3. Under **Post Logout Redirect URL**, add the same URL:

   ```
   https://web.apps.filed.com/integrations/oauth/callback
   ```
4. Select the checkmark to save the URL.

<figure><img src="/files/CZN4wWSP6SmKwkoug6gV" alt="OAuth Settings with the Filed callback URL entered as both redirect URLs"><figcaption><p>Use the Filed callback URL for both redirect URL fields.</p></figcaption></figure>

## 5. Save the client ID and client secret

1. Copy the **Client ID** and save it securely.
2. Click **Finish**.
3. CCH Axcess displays the **Client secret**. Copy it and save it securely with the client ID.

You now have the client ID and client secret. Complete the next section to get the integrator key.

## 6. Find the integrator key

1. Sign in to the [CCH Axcess Developer Portal](https://developers.cchaxcess.com/).
2. Open the [Profile page](https://developers.cchaxcess.com/profile), or select **Profile** from the top navigation.
3. Under **Subscriptions**, find an active subscription.
4. Select **Show** next to either the **Primary key** or **Secondary key**.
5. Copy the displayed value and save it securely as the **Integrator key**. You can use either available key.

<figure><img src="/files/i3F0eI4vIOrRkiEbzbuz" alt="CCH Axcess Developer Portal Profile page showing primary and secondary subscription keys"><figcaption><p>Use one of the available subscription keys as the integrator key.</p></figcaption></figure>

## Credentials to provide to Filed

You should now have all three values required for the CCH Axcess API connection:

* **Client ID** from step 5.
* **Client secret** from step 5.
* **Integrator key** from step 6.


---

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## Querying This Documentation
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Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

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```

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