Tax & AccountingMarch 03, 2026

Case study: Rödl’s Migration to CCH Axcess Engagement

By: Wolters Kluwer Tax and Accounting

Firm overview

Rödl is a German-based accounting firm serving Central European inbound clients entering the U.S. market, primarily manufacturers and distributors. Their unique focus on cross-border clients requires a high level of efficiency and compliance in audit and tax workflows.

Challenge

As the firm looks ahead, they were seeking a modern, unified platform that can support evolving audit standards, enable stronger data governance, and seamlessly connect tools, data, and workflows across the firm. Since on-premise solutions lack the integration, scalability, and interoperability needed to serve as a long-term foundation, the firm recognizes that sustaining long-term innovation requires a platform designed for connectivity, automation, and continuous improvement. This clear understanding of future operational needs is driving Rödl & Partner to evaluate a modern cloud foundation and guiding their planning efforts toward adopting CCH Axcess™ , which can enable the firm to move forward with a future-ready audit environment.

You need a clear plan for data migration and governance. This isn’t just a tech change—it’s a transformation.
Christopher O'Neal 
CCHUC25 Testimonial Christopher ONeal

Why CCH Axcess?

Rödl has chosen CCH Axcess for its integrated platform, API-driven architecture, and ability to support future innovation. Unlike siloed solutions, CCH Axcess Engagement offers a unified ecosystem that connects audit workflows, Knowledge Coach, and other tools, enabling firms to streamline processes and prepare for emerging technologies like AI and advanced analytics.

Access builds the bridge to open possibilities—API connectivity, integration with ERP systems, and the building blocks for future efficiency.
Christopher O'Neal
CCHUC 2025 Christopher ONeal Advice for Firms Considering Migration

Key drivers for migration:

  • Platform Integration: A single environment for audit and tax workflows.
  • Future-Ready Architecture: API connectivity for ERP systems and internal tools.
  • Compliance Support: Built-in methodology aligned with SAS 145 standards.
  • Efficiency Gains: Moving beyond “digitizing paper” to true process optimization.

Migration considerations

Rödl is early in its migration journey and emphasizes data governance and planning as critical success factors. With 20+ years of historical data in ProSystem fx Engagement, the firm is carefully mapping:

  • What data moves to hot vs. cold storage.
  • How Knowledge Coach content migrates.
  • Access permissions and security protocols under the new platform.
 
You need a clear plan for data migration and governance. This isn’t just a tech change—it’s a transformation.
Christopher O'Neal 
CCHUS25 Christopher ONeal What Makes Axcess the Right Fit

Rödl advises other firms considering migration to:

  • Run pilot groups before full rollout.
  • Plan for service-line differences (audit vs. tax vs. outsourcing).
  • Establish strict data governance policies during migration.
Don’t treat migration as one-size-fits-all. Run pilots, plan for each service line, and build a champion team to lead the change.
Christopher O'Neal
Christopher ONeal CCHUC 2025

Expected benefits

  • Improved audit quality: stronger methodology and compliance alignment.
  • Operational efficiency: reduced manual processes and better workflow integration.
  • Future-Proofing: ability to leverage AI for document review and contract analysis.
  • Client confidence: enhanced trust through consistent, technology-enabled audits.
If you take the same analog audit process and just make it digital, you don’t create efficiency. Axcess Engagement gives us the building blocks to rethink audits for the next five years.
Christopher O'Neal
CCHUC25 Christopher ONeal Testimonial Balancing Efficiency with Effectiveness
Wolters Kluwer Tax and Accounting

Wolters Kluwer Tax and Accounting is a leading provider of software solutions and expertise that helps tax, accounting and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed and accuracy.

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