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:
- Increase accountability with easy-to-understand dashboards, notifications, and project pools that keep everyone informed and up to date.
- Manage resources more effectively with clear visibility into who is working on what.
- Improve efficiency with the ability to track project status and due dates through electronic route sheets.
- Enhance client service with greater visibility into project details for both partners and staff.
Work Smarter, Avoid Bottlenecks and Identify Red Flags Before Problems Arise
Learn how CCH Axcess Workstream helps firms automate, standardize and streamline project workflows.
We saw a lot of improvement in efficiency primarily just through moving to a digital environment and then utilizing CCH Axcess Workstream and the route sheet in Workstream rather than tracking the actual paper package as it flowed through the office... Our partners were able to review everything remotely and keep everything moving along.
Within CCH Axcess Workstream, we could build reports, we could create projects. We didn’t have to work with fixed templates. We had huge flexibility to build our projects the way we wanted to... It really was just a ground-breaking technology for us, and it pushed us to the next level.
New Product Enhancements
Tax Calendar Integration
Kelly Garvey, CPA
Manager, National Tax Process & Technology