Simplify tracking of work and ensure consistent project management processes. With CCH Axcess Workstream, you can monitor due dates, manage projects, and map processes into standardized steps. Using built-in administrative workflow tools, you will gain:
- Seamless workflow automation
- Efficient task management
- Transparent accountability
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Resources for existing customers
Cloud-based accounting software for your project management needs
Seamless workflow automation
Increase accountability with easy-to-understand dashboards, notifications, and project pools that keep everyone informed and up to date on who is working with what.
Efficient task management
Improve efficiency with the ability to track project status and due dates through electronic route sheets.
Transparent accountability
Enhance client service with greater visibility into project details for both partners and staff.
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Recommended CPA firm resources
Check out these resources to discover how you too can benefit from a digital tax worfklow.
5 steps to digital transformation
In this white paper, we discuss what digital transformation is and why it’s important for firms of all sizes to work toward it. We’ll also provide a roadmap to help you get there.
5 ways workflow automation supports firm goals
Creating efficiencies and promoting productivity doesn’t happen by accident. It requires strategy and planning to make the changes that support firm goals. This eBook, outlines five changes you can make to support your firm’s business goals by creating efficiencies and increasing productivity.
AgCountry Farm Credit Services leverages CCH Axcess to provide enhanced client services
Work smarter, avoid bottlenecks, and identify red flags before problems arise
Learn how CCH Axcess Workstream helps firms automate, standardize and streamline project workflows.
Additional resources
CCH Axcess™ Data Axcess solutions
Operate more intelligently by monitoring key performance indicators and creating data visualizations. CCH Axcess Data Axcess Solutions include off-the-shelf and do-it-yourself options, including custom dashboard creation and Power BI training to help build your data analytics skills.
Discover CCH Axcess solutions
As the accounting profession’s first modular, cloud-based tax preparation and compliance, workflow management and audit solution, CCH Axcess delivers a powerful set of innovative features designed to make the tax and accounting industry more efficient and profitable.
Innovative API integrations
Our product teams work closely with customers to deliver features that increase efficiency, reduce errors and improve client experience. Open integration APIs enable firms to create time-saving integrations that leverage CCH Axcess data.
CCH Axcess Marketplace
The CCH Axcess Marketplace is an online resource center that makes it easy for firms to find software integrations that leverage the data in their systems. These integrations enable firms to automate many of the most time-consuming tasks in their tax, audit and firm management workflows.