Simplify staff management, improve daily productivity

Every firm, regardless of size, dreads busy season, and for good reason. You need extra hands fast, but before anyone can help, you're stuck setting up user accounts in system after system. Your regular staff is already stretched thin, and now they're wasting time jumping between platforms to find what they need. However, with CCH Axcess™, you can get back to actually serving clients.

One system for your staff management needs

CCH Axcess eliminates the staff management juggling act by putting everything in one place. Instead of setting up accounts across multiple systems and tracking who has access to what, you handle it all through a single Staff Manager. One person, one login, access to everything they need across tax prep, documents, workflow, or other modules your firm uses.

Such a unified approach turns your biggest staffing challenges into simple tasks:

• When you need three seasonal preparers for tax season, you use the "Seasonal" staff manager template, so the new hires are instantly assigned the correct organizational and reporting information with appropriate security clearances.
• Your office manager sets up security groups once with the proper access levels, and every new person inherits those permissions automatically when they join a group.
• Whether someone gets promoted, changes departments, or leaves the firm, updating their access takes minutes instead of hours across multiple systems.
• Granular functional security settings, client access groups and staff access groups ensure you never have to worry about someone having too much or too little access.

Personalized workspaces

Your tax preparers don't work the same way your audit managers do, so why should they stare at the same dashboard all day? CCH Axcess lets every person on your team build their workspace around how they work. Each staff member picks what they want to see front and center, from their assigned clients to their deadlines to quick-access tools:

• A tax preparer configures their dashboard to show assigned returns and diagnostic alerts, while a manager sets up panels for team workloads and project deadlines.
• Common actions like opening client files, starting new engagements, or logging billable time happen directly from the main screen with one click.
• Everyone arranges their dashboard panels to match their daily routine, whether that means prioritizing due dates, client communications, or advisory tools.
• Less time navigating through software means more time serving clients and generating revenue.

The difference becomes obvious the moment team members log in each morning. Instead of clicking through multiple menus to find their assigned work, everything relevant appears right on the main screen. Those saved minutes might seem small, but they compound quickly across an entire team, especially when deadlines are tight and everyone needs to work at peak efficiency.

Seasonal hires jump into productive work faster because their dashboards guide them to the right tasks from day one. Experienced team members spend their expertise on client work instead of hunting through software interfaces. Everyone benefits.