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
Achieve positive outcomes for your firm, your staff and your clients
Learn how CCH Axcess Workflow helps firms automate, standardize and streamline project workflows.
Centralized workflow automation in the cloud
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.
Complete audit engagements on time and under budget
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.
Create a more modern firm experience
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.
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