CCH Axcess Workflow helps accounting firms streamline processes and eliminate manual planning with automation powered by Expert AI. By analyzing real-time workflow data, the solution provides intelligent recommendations that help firms plan work more effectively, allocate resources with confidence, and keep deadlines on track, without relying on spreadsheets or disconnected tools.
- Improving accountability and staff flexibility
- Breaking down knowledge silos
- Intelligent AI-powered scheduling recommendations
- Leveraging on-demand updates and reports
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Maximize productivity with smart, real-time resource management
Resource scheduling made effortless
The CCH Axcess Workflow Resource Allocation Scheduler (RAS) offers real-time, fully automated resource management and scheduling for the short-term or current period. With just a few clicks, the RAS empowers you to assign work in real time. It lets you find availability based on role, skill level, work assigned, anticipated work, and budgeted or remaining hours. CCH Axcess Workflow RAS provides a snapshot of all the work as it comes in the door and allows managers to allocate work to resources without picking up the phone, scheduling meetings, or printing obsolete files.
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Centralized workflow automation in the cloud
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AI-Powered Resource and Staff Management
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Workflow Analytics
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Tax Compliance
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Audit Engagements
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Client Accounting Services
Make smarter scheduling decisions with Expert AI-driven insights
Powered by Wolters Kluwer Expert AI, the enhanced Workflow Calendar transforms long‑term resource planning from a manual exercise into an intelligent, continuously optimized process. Advanced recommendation intelligence analyzes workloads, project timelines, staff availability, skills, and firm‑defined constraints to proactively guide smarter scheduling decisions.
Unlike traditional tools, CCH Axcess Workflow Calendar powered by Expert AI continuously evaluates real‑time data including staffing capacity, deadlines, task complexity, and historical workload patterns to generate optimized scheduling recommendations embedded directly in daily operations. Managers and teams gain clear visibility into future workloads, staffing gaps, and potential overloads, making it easier to balance capacity, improve engagement, and keep projects on track.
Because it’s built into the cloud‑native CCH Axcess platform, the Workflow Calendar is fully integrated with CCH Axcess Workflow tasks, deliverables, firm calendars, and related firm management data, ensuring AI‑driven recommendations are not only intelligent, but actionable and aligned with how your firm works.
Unlock the full potential of your firm's data
Unlock deeper insights and gain unparalleled access to your workflow data with CCH Axcess Workflow Analytics. Our tool not only visualizes and summarizes your data, but also allows you to easily filter through it, making complex information simple and actionable. Whether you're just getting started with Analytics Essentials or looking to harness the full power of your data with Analytics Pro, CCH Axcess Workflow Analytics has you covered. With features like year-over-year comparison, tracking the time it takes to move through a status, and detailed task history, you can explore your firm's data in ways you never thought possible.
Deliver tax returns correctly and effectively
Organizations looking to prioritize due date tracking, risk mitigation, work quality and employee engagement can benefit from CCH Axcess Workflow’s advanced productivity features. Tax professionals can manage returns with multiple team members where deadlines are critical and risk can be high. CCH Axcess Workflow streamlines operational processes and administrative requests, so you can be certain that work will be completed on time, accurately and within budget.
Complete audit engagements on time and under budget
CCH Axcess Workflow helps Accounting & Audit professionals manage their pre-engagement scheduling and post-engagement reporting, peer review and more. It streamlines data gathering for peer review by keeping real-time data in one place so you don’t’ have to manually aggregate it from multiple systems. With CCH Axcess Workflow, auditors and practice leaders can staff jobs with the right people, manage budge expectations, and coordinate operational processes and administrative requests.
Scale up your Client Accounting Services (CAS)
CCH Axcess Workflow has built-in tools and functionality that enable CAS departments to manage each client through configurable, firm-specific workflows, processes, procedures and terminology. CCH Axcess Workflow’s checklists are flexible and dynamic to enable project managers to delegate CAS responsibilities to colleagues within the software, automatically populating each employee’s personal checklists with their assigned tasks. Users can enter Points to include important instructions or context, or to ask any questions that come up during a project. These insights follow a task from user to user and allow for multiway, open communication as a project moves through the workflow.
Recommended CPA firm resources
Check out these whitepapers and eBooks to discover how you too can benefit from a digital tax workflow.
Friedman LLP saves time and streamlines workflows with CCH Axcess
Integration with the CCH Axcess Platform
CCH Axcess Workflow integrates with the CCH Axcess client and staff database, as well as CCH Axcess Tax and CCH Axcess Document. Launch CCH Axcess Workflow through the Application Links Dashboard, link CCH Axcess Workflow tasks to multiple CCH Axcess Tax returns, and save hours by automatically linking documents from CCH Axcess Document and synchronizing documents to tasks.
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.
Successfully managing the pace of change
Cloud-enabled technologies have changed the way modern accounting firms function. This ebook discusses considerations firms should take when moving to the cloud, how the cloud has changed the profession, and new technologies on the horizon.
Achieve positive outcomes for your firm, your staff and your clients
Learn how CCH Axcess Workflow helps firms automate, standardize and streamline project workflows.
Additional resources
Discover CCH Axcess solutions
As the accounting profession’s first modular, cloud-based tax preparation and compliance, workflow management and audit solution, CCH Axcess delivers a powerful set of innovative features designed to make the tax and accounting industry more efficient and profitable.
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. Learn more about how Xpitax Tax Outsourcing helps accounting firms reduce busy season compression and optimize profitability.
Innovative API integrations
Our product teams work closely with customers to deliver features that increase efficiency, reduce errors and improve client experience. Open integration APIs enable firms to create time-saving integrations that leverage CCH Axcess data.
CCH Axcess Marketplace
The CCH Axcess Marketplace is an online resource center that makes it easy for firms to find software integrations that leverage the data in their systems. These integrations enable firms to automate many of the most time-consuming tasks in their tax, audit and firm management workflows.