Achieve the next level of productivity by standardizing, optimizing and automating processes

CCH Axcess Workflow
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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:

  • Streamlining processes and eliminating administrative hassles
  • Smoothing the transition between various teams and staff members in the firm
  • Accessing key information in real-time when a client calls, or when a key stakeholder needs a status update
Fact Sheet
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Training
Product Training and Consulting

Address Critical Business Issues

Improve Productivity

Improve Productivity

Reduce reliance on email and limit the impact of staff turnover with centralized knowledge of projects and clients. Managers can easily monitor projects and shift tasks or resources when necessary.
Maximize expertise

Maximize Expertise

Keep track of due dates across many different jurisdictions and tax return types. Stay up to date on deadline

changes and easily shift projects when deadlines change.
Reduce risk

Reduce Risk

Project sign-offs reduce risk

of inadequate reviews. Users can sign their name and date the stages of the workflow process as the complete on a per-task basis.
Firm growth and profitability

Firm Growth and Profitability

Your firm can add new functionality, rapidly, without the need for new IT infrastructure. The Firm Administration Manager centralizes staff management so administrators can handle seasonal staffing changes quickly and easily.
Achieve Positive Outcomes for Your Firm, Your Staff and Your Clients

Learn how CCH Axcess Workflow helps firms automate, standardize and streamline project workflows.

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Centralized Workflow Automation in the Cloud

  • Tax Compliance

  • Audit Engagements

  • Client Accounting Services 

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.

Tax workflows

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.
Audit Engagements

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.

CAS workflows

Create a more modern firm experience

Scheduler

Effectively Manage Resources and Staff

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 remain 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 Excel files.

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CCH Axcess Workflow Scheduler

An optional Calendar-Based Scheduling module controls larger, more complex work that needs to be scheduled in the future. CCH Axcess Workflow CAL offers two ways to schedule larger projects: by resource or by task. With this visibility, individuals and managers can see blocks of time that indicate whether or not staff has availability, as well as identify resources who are overloaded to balance workloads for better engagement.

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CCH Axcess Workflow Analytics as a Service

Knowing what happened will no longer suffice in today’s business landscape. By the time you aggregate data from multiple sources, reports are outdated. CCH Axcess Workflow Analytics as a Service provides real-time, actionable intelligence to help you improve process efficiencies, increase capacity and drive productivity in your practice. It allows your business to assess, monitor, and drive team performance to optimize engagement lifecycle in real-time.

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CCH Axcess Workflow APIs

Thanks to Wolters Kluwer’s Open Integration Platform, our cloud-based products can integrate with virtually any third-party or home-grown application. CCH Axcess Workflow APIs allow users to integrate with CCH Axcess Workflow and Scheduler via APIs. Regardless of the software, CCH Axcess Workflow APIs offer the option to pull and push client, entity, task, employee, or time data from other software systems in real-time, to facilitate workflow, increase productivity and inform reporting.

Learn about our API Marketplace
Integration with the CCH Axcess platform

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 CCH Axcess Tax Returns. Tasks can be linked to multiple tax returns.
  • Save hours by automatically linking documents from CCH Axcess Document. Automatically synchronize documents to tasks.
The CCH Axcess Platform
Explore the CCH Axcess Platform

Recommended Reading

5 Ways Workflow Automation Supports Firm Goals

5 Ways Workflow Automation Supports Firm Goals

Modern firms know that optimized workflows make for a more efficient and productive workforce supporting firm growth and profitability goals. Unfortunately, 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.
Get the eBook
Measuring Efficiency: Are You Tracking the Right Metrics
Measuring Efficiency: Are You Tracking the Right Metrics?

White Paper by Arianna Campbell and Amanda Wilkie of Boomer Consulting

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Building Firm Resilience White Paper
Building Firm Resilience Through Advanced Technologies and Agile Processes

Report on Our 14th Annual Survey Results

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Pace of Change ebook
Successfully Managing the Pace of Change

The Evolving Accountant Series

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Additional Resources

Discover the CCH Axcess Platform

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.

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Automate, Standardize and Streamline Your Workflow

Contact us to learn how CCH Axcess Workflow can help.

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