Optimize your processes with CCH Axcess™ Workflow

Session 1: Rethinking the role of technology for tax accounting

Part 1 of 3 in the Optimize Your Processes with CCH Axcess™ Workflow Series

With the recent shift towards a work-from-anywhere culture, the need for real-time visibility into tax and accounting department tasks has increased. This webinar will explore how workflow technology can help navigate industry-specific challenges - processes requiring coordination, long busy seasons, compressed deadlines, the need to keep up with constant legislation changes - and drive higher efficiencies.

It will be especially helpful for tax departments in financial service providers, corporate and tax-exempt organizations looking for new ways of saving valuable time, managing resources, and improving visibility and accountability. We will share insights on how using workflow technology can:

• Create visibility for timely adjustments
• Identify bottlenecks and increase efficiencies for quality results
• Improve accountability by gaining real-time status for every assignment and deadline

Session 2: Boosting efficiency with integrating common data

Part 2 of 3 in the Optimize Your Processes with CCH Axcess™ Workflow Series

Integration streamlines the entire tax workflow, eliminating the need for manual data transfer between different software or systems. This efficiency results in significant time savings for tax professionals, allowing them to focus on more strategic tasks rather than mundane data entry. Learn how to establish effective workflow processes by integrating with CCH Axcess™: CCH Axcess™ Tax, CCH Axcess™ Document, CCH Axcess™ Client Collaboration, and CCH Axcess™ E-file.

Session 3: Establishing your workflow and managing resources

Part 3 of 3 in the Optimize Your Processes with CCH Axcess™ Workflow Series

By automating routine tasks, corporate tax departments can optimize resource allocation. Skilled tax professionals can focus on strategic planning, analysis, and decision-making, while repetitive tasks are efficiently handled by automation tools. Learn how to effectively manage resources and staff leveraging the CCH Axcess™ Workflow Scheduler. During this session, we will walk through a sample workflow illustrating how to effectively schedule staff to tasks and to collaborate effectively across roles, departments, or office locations by leveraging CCH Axcess™ Workflow with the CCH Axcess™ products to create the ultimate integrated workflow experience.