Improve efficiency by connecting people through process and technology

CCH Axcess Workflow
Watch Video

XCMworkflow is now CCH Axcess Workflow! Powered by advanced cloud technology, CCH Axcess Workflow helps firms centralize tax, accounting, finance, and audit processes within a single platform for end-to-end, streamlined workflow management. The holistic view of all work-in-progress helps leading firms and tax departments balance workloads, proactively address bottlenecks before they become problems, and drive profitability.

By optimizing processes across your organization or department, you and your team will progressively perform at peak efficiency—equating to immense productivity gains, cost savings, and capacity expansion.

Already a customer?

Resources for existing customers
Existing Customer Login
Existing Customer Login
Contact Support
Contact Support
Training
Product Training and Consulting
benefit 2

Process management

Avoid re-work and missed deadlines with easy-to-follow processes, instead of having to track down each person via email, phone, or in-person discussion to find out a status.
Outsourcing

Outsourcing services

Xpitax offers preparation of individual and entity tax returns, as well as bookkeeping, audit support, back-office accounting, financial analysis, write-up work and special projects.
laptop workstation checks checklist tick icon
Project tracking

Address project tracking challenges for greater control. You'll be better able to accurately forecast project completion and identify bottlenecks, gaining back hours of non-productive time, every day.
calendar icon
Resource utilization

CCH Axcess Workflow's visibility lets you allocate your resources where they are best utilized, improving efficiency and productivity while fostering an energized workforce.
graph diagram person accountant chart corporate taxprep tax preparation icon

Actionable intelligence

CCH Axcess Workflow offers insightful, relevant and readily-available reporting to help you make strategic decisions based on real-time data.

Spotlight Solutions

Productivity enablement leading the industry forward
XCMworkflow

CCH Axcess™ Workflow

Gain 360° visibility to real-time information on tasks, projects, and more with CCH Axcess Workflow, an award-winning scalable accounting workflow software solution.

CCH Axcess Workflow
Xpitax Tax Outsourcing

Xpitax® Tax Preparation Outsourcing

Stabilize staff bandwidth with world-class Xpitax Tax Outsourcing services, where experienced tax professionals prepare tax returns to your standards and the same quality your clients expect.
Xpitax Tax Preparation Outsourcing
Xpitax CAS Outsourcing

Xpitax® Client Accounting Services (CAS) Outsourcing

Xpitax Client Accounting Services (CAS) Outsourcing enables firms of all sizes to offer their small and mid-size business clients a full suite of accounting services.
Xpitax Client Accounting Services Outsourcing

Empower your staff to deliver quality results

Contact us to find out how our workflow solutions can help. 

Back To Top