Accounting workflow software can drive firm growth by creating efficiencies, removing bottlenecks, and providing firm-wide visibility. With the right accounting workflow software bringing the firm together to support a common goal, accounting firms are better able to adapt to changing market environments, meet growth targets, and provide a better work/life balance for staff at all levels by:
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Saving time for all users across multiple levels of seniority.
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Increasing productivity to drive profitability and reduce staffing costs.
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Reducing the risk of improper filings with real-time monitoring.
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Managing deliverables and project knowledge in a central location.
Create additional capacity, be more responsive to clients, and provide higher value services to drive profitability with workflow management software designed for accounting firms.
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Resources for existing customers
Accelerate firm growth with accounting workflow management solutions
Create 360° visibility
Gain insights from unstructured data and manage deliverables and project knowledge in a central location to enable greater transparency and real-time KPI access.
Promote accountability
Capture status details and process history while ensuring best practices are followed with structured workflows that include standardized tasks and integrated checklists.
Increase engagement flexibility
Manage the flow, distribution, and prioritization of work and get the right resources on the most valuable projects by standardizing highly complex processes across disparate workflows.
Control risk concerns
Reduce compliance risks and audit concerns with standardized tasks, checklists, and sign-offs embedded into each process, while providing management with access to real-time monitoring and reporting.
Attend an upcoming accounting workflow webinar
We are passionate about the tax and accounting industry and look forward to having you join us for an upcoming accounting workflow webinar!
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CCH Axcess Workflow
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CCH Axcess Workstream
CCH Axcess Workflow
With greater visibility into projects and processes, firms can work more efficiently and create room for growth. CCH Axcess Workflow's browser-based interface offers a modern user experience from almost any computer, and integration with the CCH Axcess platform provides key workflow functionality across multiple areas within a firm. Increase capacity and free up more time to focus on what matters most by:
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Streamlining processes and eliminating administrative hassles
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Smoothing the transition between various teams and staff members in the firm
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Accessing key information in real-time when a client calls, or when a key stakeholder needs a status update
CCH Axcess Workstream
Simplify tracking of work and ensure consistent project management processes. You can monitor due dates, manage projects, and map processes into standardized steps, with CCH Axcess Workstream.
Using built-in administrative workflow tools, you will:
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Increase accountability with easy-to-understand dashboards, notifications, and project pools.
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Manage resources more effectively with clear visibility.
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Improve efficiency with the ability to track project status and due dates.
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Enhance client service with greater visibility into project details.
Meet project tracking needs and efficiently manage all of your business deliverables with a full-featured solution that supports the way you work.
More firm management and accounting workflow software resources
Moving forward with firm management
More than just replacing manual processes, firm management supports clear visibility by creating a holistic view of the firm that supports increased productivity and firm growth in every department.
Client experience and marketing
Provide clients with much-needed tax guidance, be more proactive throughout the year and save critical time with a simplified, frictionless end-to-end client experience.
Outsourcing services
Simplify tax preparation processing and client accounting services operations, accelerate turnaround and increase client satisfaction while stabilizing staff bandwidth with Xpitax ® Outsourcing Services.
Practice management solutions
Gain the capacity you need to focus on growth while your practice management software provides the visibility you need to manage priorities, improve processes and work more effectively.
Recommended accounting workflow management resources
5 ways workflow automation supports firm goals
Creating efficiencies and promoting productivity doesn’t happen by accident. It requires strategy and planning to make the changes that support firm goals. This eBook, outlines five changes you can make to support your firm’s business goals by creating efficiencies and increasing productivity.
Vickerman CPA Group Uses CCH Axcess™ to Master Work/Life Balance
Vickerman CPA Group wanted a software solution with a streamlined workflow that also allowed for greater flexibility and provided a work/life balance for staff members. The cloud-based CCH Axcess platform delivers significant efficiency and productivity gains, enabling the firm to do more work more accurately with fewer staff, and also making it possible to deliver a higher-level of customer service.
“I have some tax staff that would rather work from home on a Saturday than driving. They have a half hour, 45-minute commute, so they can remote in and work from home just as efficiently. It has enabled a lot more flexibility in how we do our work. And it’s nice when you know people who’ve got young kids and want to go to the kid’s soccer game, they can leave and work from home later. I have a person that does pure review for us during tax season. They work totally remotely. They love it. They log in usually after dinner, they’re an evening kind of person. And it’s just a lot of flexibility. And I think today that’s very important.”