Boost your tax team’s productivity with CCH® workpaper management software
from Wolters Kluwer

 

With the growing tax regulatory complexity and worsening accounting talent shortage, the automation and tax department modernization can help tax and accounting leaders create better work-life balance. Free your staff through streamlined processes that enable your team to get more done with fewer resources, and encourage them to take on more challenging, strategic and higher business impact initiatives. 

Workpaper management solutions from Wolters Kluwer, can help tax professionals to significantly increase their efficiency by optimizing trial balance, financial statement preparation process, managing workpapers and collaborating with their stakeholders efficiently — all within one solution.

Check out CCH Axcess™ Engagement Pro for a cloud-based solution and CCH® ProSystem fx® Engagement for your on-premise needs. 

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Boost your tax department’s efficiency
Collect, store, and organize your source documents, easily create trial balances, and securely collaborate with your stakeholders. Reduce manual tasks and gain more time to effectively allocate your staff within your department.
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Create capacity for your team for strategic tasks
Retain talent within your tax team by freeing them from manual, repetitive tasks and improving their workload. Help them balance their career aspirations with business goals, leading to a bigger impact on the company's success.
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Collaborate effectively with your stakeholders
Facilitate real-time collaboration and expedite the review process by making comments, notes and tracking changes. Securely share binders with internal and external stakeholders and ensure that everyone is on the same page.
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Mitigate risk and ensure audit readiness
Easily locate necessary documentation and meet audit expectations with increased transparency. Key insights, deliverables, and due dates are in one place for your reference whenever you need them. 

Power up your tax team with workpaper solutions from Wolters Kluwer

CCH Axcess for Corporate Tax and Accounting
CCH Axcess Engagement Pro

A cloud-based workpaper management and trial balance solution that enables your tax and accounting teams to access files anytime, anywhere, and manage workpapers, trial balances, and workflow all from one central hub.


- Minimize a learning curve with our user-friendly and intuitive interface
- Quickly access real-time data and benefit from real-time collaboration 
- Easily compile and organize data, collaborate, review, and roll forward all your engagements 
- Remove the need for entering the same data twice with CCH Axcess Engagement Pro seamlessly integrated with your tax software

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CCH ProSystem fx Engagement

Manage all your workpapers, create trial balance, and improve collaboration with this award-winning on-premises solution for the accounting profession that seamlessly integrates with CCH® ProSystem fx® Tax and CCH Axcess™ Tax.


- Minimize a learning curve with our user-friendly and intuitive interface that mimics Microsoft Office applications 
- Mitigate risk with a central hub solution: all workpapers are organized and stored securely allowing you to locate them quickly — key insights, deliverables, and due dates no longer fall through the cracks 
- Streamline every step, from setup to sign off and finalization, and then rollover what you need — saving time and creating future efficiency gains 

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Complete your tax and accounting department transformation with these CCH® solutions

CCH Axcess™ Tax
Prepare and file accurate tax returns with confidence, using our income tax compliance solution.​
Learn More
CCH® Fixed Assets Manager
Manage, track, and support all your asset depreciation, compliance, reporting, and planning in the cloud.
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CCH® ProSystem fx® Fixed Assets
Simplify your asset management and depreciation tasks with this easy-to-use solution, providing comprehensive data import and conversion capabilities. 
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CCH Axcess™ Open Integration APIs
Expand and enhance CCH Axcess software by building integrations and automation with APIs.​
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CCH Axcess™ Document 
Secure file storage and collaboration for a variety of documents, including tax returns, and employee records.
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CCH Axcess™
Client Collaboration
A secure client collaboration platform for companies and their clients to manage all tax workflows.
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CCH Axcess™ IQ 
Get timely notifications about regulation changes affecting your tax returns with predictive intelligence.
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CCH® ProSystem fx® Workpaper Manager 
Increase your team’s efficiency by managing workpapers, trial balances, and workflow all from one central hub. 
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Frequently asked questions

  • What are workpapers, work papers, or working papers in accounting?

    In accounting, workpapers (or working papers) refer to documents and records created by accountants and auditors during the course of their work. These papers provide a detailed trail of the procedures and analyses performed as part of the accounting or auditing process.

  • What types of information are documented in accounting workpapers?

    Accounting workpapers contain a variety of information that is documented to support the preparation of financial statements, comply with accounting standards, and facilitate the audit process. The specific types of information documented in accounting workpapers may vary depending on the nature of the engagement and the organization's accounting practices, and may include trial balances, adjusting entries, supporting schedules, bank reconciliations, depreciation schedules, revenue recognition policies, expense analysis, internal controls and procedures documents, subsequent events, tax-supporting documentation, financial ratios and other financial analyses, and more.

  • How can workpapers facilitate peer review?

    Workpapers can facilitate peer review by providing a structured and documented overview of the audit or accounting procedures performed. They serve as a clear reference, allowing peers to assess the completeness, accuracy, and appropriateness of the work, fostering collaboration and ensuring quality control in the review process.

  • Are electronic workpapers accepted in audits?

    Yes, electronic workpapers are widely accepted and commonly used in modern accounting and auditing practices. Electronic workpaper management systems, such as CCH Axcess Engagement Pro and CCH ProSystem fx Engagement, facilitate collaboration, version control, and ease of access during audits.

  • Which organizations will benefit from workpaper management software?

    Any organization that engages in accounting, auditing, or financial reporting processes can benefit from workpaper management software. This includes accounting firms, audit firms, corporations, financial service providers, such as law firms, wealth management and family offices, trust companies, financial and estate planning, insurance, and other entities that require efficient organization, collaboration, and documentation of financial data and audit procedures.

  • Does CCH ProSystem fx Engagement enable a paperless approach?

    Yes, CCH ProSystem fx Engagement and CCH Axcess Engagement Pro store all documents electronically, allowing to reinforce data security, eliminate document misplacement, provide real-time collaboration, document version control, and more.

  • How to automate tasks with CCH Axcess Engagement Pro or CCH ProSystem fx Engagement?

    Automate first-year engagements with customized binder templates. Roll forward an entire engagement with pre-defined workpapers and journal entry roll forward settings. A preparer can integrate workpaper management software with CCH Axcess Tax and enable trial balance data to automatically update in the tax return if applicable.

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