Simplify tracking of work and ensure consistent project management processes. With CCH Axcess Workstream, you can monitor due dates, manage projects, and map processes into standardized steps. Using built-in administrative workflow tools, you will gain:
- Seamless workflow automation
- Efficient task management
- Transparent accountability
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Cloud-based accounting software for your project management needs
Project pools
Give staff more control over their work by letting them self-assign work from project pools. Assigning work to pools based on complexity or return types helps staff confidently choose which project to work on next.
Tax calendar integration
Government form due dates can automatically update with information from Wolters Kluwer tax research experts. This innovative integration handles an otherwise daunting administrative task with behind-the-scenes ease.
Flexible project templates
Set up templates specifically tailored to the different types of work your firm performs. Changes can automatically flow to the individual projects, allowing the flexibility to modify your processes as needs change.
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Real customers going beyond with CCH Axcess Workstream
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Case Study
We saw a lot of improvement in efficiency primarily just through moving to a digital environment and then utilizing CCH Axcess Workstream and the route sheet in Workstream rather than tracking the actual paper package as it flowed through the office... Our partners were able to review everything remotely and keep everything moving along.
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Case Study
Within CCH Axcess Workstream, we could build reports, we could create projects. We didn’t have to work with fixed templates. We had huge flexibility to build our projects the way we wanted to... It really was just a ground-breaking technology for us, and it pushed us to the next level.
Tax Calendar Integration
Kelly Garvey, CPA
Manager
National Tax Process & Technology
In this white paper, we discuss what digital transformation is and why it’s important for firms of all sizes to work toward it. We’ll also provide a roadmap to help you get there.
5 ways workflow automation supports firm goals
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.
Work smarter, avoid bottlenecks, and identify red flags before problems arise
Learn how CCH Axcess Workstream helps firms automate, standardize and streamline project workflows.
Additional resources
CCH Axcess™ Data Axcess solutions
Operate more intelligently by monitoring key performance indicators and creating data visualizations. CCH Axcess Data Axcess Solutions include off-the-shelf and do-it-yourself options, including custom dashboard creation and Power BI training to help build your data analytics skills.
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.
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.