Create the Capacity to Grow with 360° Visibility that Supports Firm Goals

Improve Productivity

Accounting workflow solutions can drive firm growth by creating efficiencies, removing bottlenecks and providing firm-wide visibility. With the right workflow software bringing the firm together to support a common goal, accounting firms are better able to adapt to changing market environments, meet growth targets and provide a better work/life balance for staff at all levels by:

  • Saving time for all users across multiple levels of seniority.

  • Increasing productivity to drive profitability and reduce staffing costs.

  • Reducing the risk of improper filings with real-time monitoring.

  • Managing deliverables and project knowledge in a central location.


Create additional capacity, be more responsive to clients and provide higher value services to drive profitability with workflow management software designed for accounting firms.

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  • CCH Axcess Workflow
  • CCH Axcess Workstream

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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Simplify tracking of work and ensure consistent project management processes. You can monitor due dates, manage projects and map processes into standardized steps, with CCH Axcess Workstream.

Using built-in administrative workflow tools, you will:

  • Increase accountability with easy-to-understand dashboards, notifications, and project pools.

  • Manage resources more effectively with clear visibility. 

  • Improve efficiency with the ability to track project status and due dates.

  • Enhance client service with greater visibility into project details.


Meet project tracking needs and efficiently manage all of your business deliverables with a full-featured solution that supports the way you work.

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Automate, standardize and streamline your workflow

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