With greater visibility into projects and processes, firms can work more efficiently and create room for growth. CCH Axcess Workflow's browser-based interface offers a modern user experience from almost any computer, and integration with the CCH Axcess platform provides key workflow functionality across multiple areas within a firm. Increase capacity and free up more time to focus on what matters most by:
- Streamlining processes and eliminating administrative hassles
- Smoothing the transition between various teams and staff members in the firm
- Accessing key information in real-time when a client calls, or when a key stakeholder needs a status update
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Address critical business issues
Achieve positive outcomes for your firm, your staff and your clients
Learn how CCH Axcess Workflow helps firms automate, standardize and streamline project workflows.
Centralized workflow automation in the cloud
Client Accounting Services
Deliver tax returns correctly and effectively
Organizations looking to prioritize due date tracking, risk mitigation, work quality and employee engagement can benefit from CCH Axcess Workflow’s advanced productivity features. Tax professionals can manage returns with multiple team members where deadlines are critical and risk can be high. CCH Axcess Workflow streamlines operational processes and administrative requests, so you can be certain that work will be completed on time, accurately and within budget.
Complete audit engagements on time and under budget
Scale up your Client Accounting Services (CAS)
CCH Axcess Workflow has built-in tools and functionality that enable CAS departments to manage each client through configurable, firm-specific workflows, processes, procedures and terminology. CCH Axcess Workflow’s checklists are flexible and dynamic to enable project managers to delegate CAS responsibilities to colleagues within the software, automatically populating each employee’s personal checklists with their assigned tasks. Users can enter Points to include important instructions or context, or to ask any questions that come up during a project. These insights follow a task from user to user and allow for multiway, open communication as a project moves through the workflow.
Create a more modern firm experience
Effectively manage resources and staff
The CCH Axcess Workflow Resource Allocation Scheduler (RAS) offers real-time, fully automated resource management and scheduling for the short-term or current period. With just a few clicks, the RAS empowers you to assign work in real time. It lets you find availability based on role, skill level, work assigned, anticipated work, and budgeted or remain hours. CCH Axcess Workflow RAS provides a snapshot of all the work as it comes in the door, and allows managers to allocate work to resources without picking up the phone, scheduling meetings, or printing obsolete Excel files.
- - Launch CCH Axcess Workflow through the Application Links Dashboard.
- - Link CCH Axcess Workflow tasks to CCH Axcess Tax Returns. Tasks can be linked to multiple tax returns.
- - Save hours by automatically linking documents from CCH Axcess Document. Automatically synchronize documents to tasks.
CCH Axcess Workflow Analytics as a Service
Knowing what happened will no longer suffice in today’s business landscape. By the time you aggregate data from multiple sources, reports are outdated. CCH Axcess Workflow Analytics as a Service provides real-time, actionable intelligence to help you improve process efficiencies, increase capacity and drive productivity in your practice. It allows your business to assess, monitor, and drive team performance to optimize engagement lifecycle in real-time.
CCH Axcess Workflow APIs
Thanks to Wolters Kluwer’s Open Integration Platform, our cloud-based products can integrate with virtually any third-party or home-grown application. CCH Axcess Workflow APIs allow users to integrate with CCH Axcess Workflow and Scheduler via APIs. Regardless of the software, CCH Axcess Workflow APIs offer the option to pull and push client, entity task, employee, or time data from other software systems in real-time, to facilitate workflow, increase productivity and inform reporting.
5 Ways Workflow Automation Supports Firm Goals
By Arianna Campbell and Amanda Wilkie of Boomer Consulting, Inc.
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