XCMworkflow is now CCH Axcess Workflow! A scalable, cloud-based accounting workflow solution, CCH Axcess Workflow is designed by CPAs and business process experts to help tax, accounting and finance professionals increase productivity through process and technology.
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Top benefits for partners, principals and directors
Maintain a clear line of sight to critical business metrics from a central platform, providing greater accuracy and reducing the risk of errors.
Visualize capacity and reallocate resources so that engagements are completed on time, or communicate in advance to the client that the deadline is unrealistic.
Top benefits for associates and seniors
Gain a clearer understanding of priorities and the ability to communicate status updates with seniors and managers with real-time project management housed in a centralized location.
Top benefits for administrators
Gain the ability to quickly reallocate resources as priorities change, while improving resource and project management with real-time visibility into task pipeline status and staff assignments.
Track recurring and ad hoc projects in a central location, reducing errors and missed deadlines.
Top benefits for tax, audit and accounting managers
Create operational plans and visualize staff skillsets based on previous years data to support increase client satisfaction.
Access and track the status of recurring and ad hoc projects in real-time in a central location, reducing errors and missed deadlines.
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Recommended Reading
5 ways workflow automation supports firm goals
Additional Resources
Focus on firm operations eNewsletter
The evolving accountant eBook series