Simplify tracking of work and ensure consistent project management processes. With CCH Axcess Workstream, you can monitor due dates, manage projects, and map processes into standardized steps. Using built-in administrative workflow tools, you will gain:
- Seamless workflow automation
- Efficient task management
- Transparent accountability
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Cloud-based accounting software for your project management needs
Give staff more control over their work by letting them self-assign work from project pools. Assigning work to pools based on complexity or return types helps staff confidently choose which project to work on next.
Tax calendar integration
Government form due dates can automatically update with information from Wolters Kluwer tax research experts. This innovative integration handles an otherwise daunting administrative task with behind-the-scenes ease.
Flexible project templates
Set up templates specifically tailored to the different types of work your firm performs. Changes can automatically flow to the individual projects, allowing the flexibility to modify your processes as needs change.
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Real customers going beyond with CCH Axcess Workstream
We saw a lot of improvement in efficiency primarily just through moving to a digital environment and then utilizing CCH Axcess Workstream and the route sheet in Workstream rather than tracking the actual paper package as it flowed through the office... Our partners were able to review everything remotely and keep everything moving along.
Within CCH Axcess Workstream, we could build reports, we could create projects. We didn’t have to work with fixed templates. We had huge flexibility to build our projects the way we wanted to... It really was just a ground-breaking technology for us, and it pushed us to the next level.
Tax Calendar Integration
Kelly Garvey, CPA
National Tax Process & Technology
5 ways workflow automation supports firm goals
Work smarter, avoid bottlenecks, and identify red flags before problems arise
Learn how CCH Axcess Workstream helps firms automate, standardize and streamline project workflows.
CCH Axcess™ Data Axcess solutions
Operate more intelligently by monitoring key performance indicators and creating data visualizations. CCH Axcess Data Axcess Solutions include off-the-shelf and do-it-yourself options, including custom dashboard creation and Power BI training to help build your data analytics skills.
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