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:
- Improving accountability and staff flexibility
- Breaking down knowledge silos
- Leveraging on-demand updates and reports
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Paperless tax software for tax, audit and accounting firms
Improve accountability and staff flexibility
Streamline processes and eliminate administrative hassles.
Break down knowledge silos
Smooth the transition between various teams and staff members in the firm.
Leverage on-demand updates and reports
Access key information in real-time when a client calls, or when a key stakeholder needs a status update.
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
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
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
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.
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Centralized workflow automation in the cloud
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Tax Compliance
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Audit Engagements
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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
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.
Real customers going beyond with CCH Axcess
Friedman LLP saves time and streamlines workflows with CCH Axcess
"It really was a no brainer"
David Schneyman
Partner
Friedman LLP
David Schneyman
Partner
Friedman LLP
Recommended CPA firm resources
Check out these white papers and eBooks to discover how you too can benefit from a digital tax workflow.
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.