Expert cloud-based workflow automation solution combines key features of the XCMworkflow® and CCH Axcess™ Workstream, enabling firm management to optimize workflows for improved efficiency, increased accountability, and enhanced client service.
Today, Wolters Kluwer Tax & Accounting announced the addition of the CCH Axcess™ Workflow expert solution to its award-winning CCH Axcess™ cloud-based tax preparation, compliance and workflow management platform. By combining key features in the XCMworkflow® accounting workflow software with the innovative integration available in the CCH Axcess™ platform, the new browser-based CCH Axcess™ Workflow expert solution enables tax & accounting firms of all sizes to achieve the next-level of productivity by standardizing, optimizing, and automating their processes.
“Firms are being faced with increasing capacity demands driven by legislative and regulatory complexity, changes in the current business environment, and the evolving expectations and needs of their clients,” said Nate Brown, Vice President of Firm Management, Wolters Kluwer Tax & Accounting North America. “With greater visibility into projects and processes, firms can work more efficiently and create room for growth. Now, they can choose between CCH Axcess™ Workflow and CCH Axcess™ Workstream firm management & workflow solutions to meet their specific needs and manage resources more effectively while concurrently reducing compliance, risk, and audit concerns.”
Featuring a browser-based interface, CCH Axcess™ Workflow offers firm staff a modern user experience accessible from almost any computer or mobile device. Part of the CCH Axcess™ platform, it seamlessly integrates with the CCH Axcess™ Common Staff Database and the CCH Axcess™ Tax and CCH Axcess™ Document expert solutions to help eliminate unnecessary steps and to provide faster access to related documents. Firms can monitor due dates across many different jurisdictions and return types while integration with time & billing data provides them with budget-to-actual analysis.
CCH Axcess™ Workflow includes a CCH Axcess™ Workflow Scheduler so managers can better balance workloads and schedule resources by shifting projects and staff when necessary, as well as project signoff capabilities that enable users to sign their name and date the stage or stages of the workflow they’ve completed on a per-task basis. CCH Axcess™ Workflow APIs are also available to firms so they can leverage their workflow data by connecting to other solutions and CCH Axcess™ Analytics as a Service provides real-time, actionable intelligence so firms can assess, monitor, and drive team performance.
“Firms are being faced with increasing capacity demands driven by legislative and regulatory complexity, changes in the current business environment, and the evolving expectations and needs of their clients,” said Nate Brown, Vice President of Firm Management, Wolters Kluwer Tax & Accounting North America. “With greater visibility into projects and processes, firms can work more efficiently and create room for growth. Now, they can choose between CCH Axcess™ Workflow and CCH Axcess™ Workstream firm management & workflow solutions to meet their specific needs and manage resources more effectively while concurrently reducing compliance, risk, and audit concerns.”
Featuring a browser-based interface, CCH Axcess™ Workflow offers firm staff a modern user experience accessible from almost any computer or mobile device. Part of the CCH Axcess™ platform, it seamlessly integrates with the CCH Axcess™ Common Staff Database and the CCH Axcess™ Tax and CCH Axcess™ Document expert solutions to help eliminate unnecessary steps and to provide faster access to related documents. Firms can monitor due dates across many different jurisdictions and return types while integration with time & billing data provides them with budget-to-actual analysis.
CCH Axcess™ Workflow includes a CCH Axcess™ Workflow Scheduler so managers can better balance workloads and schedule resources by shifting projects and staff when necessary, as well as project signoff capabilities that enable users to sign their name and date the stage or stages of the workflow they’ve completed on a per-task basis. CCH Axcess™ Workflow APIs are also available to firms so they can leverage their workflow data by connecting to other solutions and CCH Axcess™ Analytics as a Service provides real-time, actionable intelligence so firms can assess, monitor, and drive team performance.
