Orchestrate your deliverables with tax and accounting workflow software
from Wolters Kluwer

Gone are the days when tax and accounting professionals had to heavily rely on spreadsheets to track the progress of deliverables, conduct manual review processes, and communicate through emails. If your team has yet to embrace workflow automation, you are guaranteed to miss out on opportunities to boost your efficiency, accountability, effective capacity, and risk management.

CCH Axcess™ Workflow and CCH Axcess™ Workstream, Wolters Kluwer's tax and accounting workflow solutions, create efficiencies, remove bottlenecks, and provide team-wide visibility: 

  • Save time for all users across multiple levels of seniority by automating repetitive tasks, streamlining review processes, and more 
  • Create a well-organized environment that provides visibility into departmental deliverables  
  • Promote a better work-life balance by effectively managing capacity 
  • Be more responsive to stakeholder requests 
  • Reduce non-compliance risk with real-time monitoring by multiple levels of management 
  • Manage deliverables and project knowledge in a central location to enable greater transparency
  • Shift your team's focus from lower-value tasks to strategic projects and activities
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Create 360° visibility
Gain transparency into all departments’ processes, provide a shared understanding of goals, timelines, and responsibilities, and manage deliverables and project knowledge in a central hub.
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Promote accountability
Ensure effective governance of all departmental projects with structured workflows that include standardized tasks, integrated checklists, live status updates, and process history.
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Increase staff capacity
Manage your team’s workload by ensuring effective distribution, work prioritization, and resource allocation for departmental projects. Be more efficient and promote work-life balance.
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Effectively manage risks
Identify potential risks and reduce audit concerns with standardized tasks, checklists, due-date tracking, signoffs, real-time status updates, and reporting for all processes.
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CCH Axcess Workflow

CCH Axcess Workflow is a browser-based workflow tool for tax and accounting teams that can be also effective for the entire office of finance. Increase capacity and free up time to focus on what matters most for your team and beyond.

 

- Streamline processes and eliminate administrative hassles 

- Smooth the transition among various teams and staff members 

- Provide access to key information in real-time when a stakeholder needs a status update 

- Leverage the solution that seamlessly integrates with other CCH Axcess solutions, such as CCH Axcess Tax, to further streamline department workflows 

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CCH Axcess Workstream

CCH Axcess Workstream is designed to help you meet project tracking needs, monitor due dates, map processes into standardized steps, and more. 


- Increase accountability with easy-to-understand dashboards, notifications, and projects 
- Manage resources more effectively with clear visibility into your team’s projects 
- Improve efficiency with the ability to track project status and due dates 
- Seamlessly integrate with other CCH Axcess and CCH ProSystem fx solutions to further streamline your team’s work 

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Offload your tax preparation to Xpitax® Outsourcing Services

When it comes to processing tax returns, it’s all about accuracy, efficiency, and cost-effectiveness. Created for CPAs by CPAs, Xpitax helps you focus your team on their highest value impact, while maintaining top-notch quality for any return type:


- Individual  
- Corporate, S-Corp, Partnership 
- Fiduciary 
- Expat/Inpat/Dual & Form 1040NR 
- 990 Tax Exempt 


Alleviate the stress of resource allocation for managers and partners, create a more balanced workload for employees, and meet the strict requirements of accurate tax return processing.  

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Complete your tax and accounting department transformation with these CCH solutions

CCH Axcess™ Tax
Prepare and file accurate tax returns with confidence, using our income tax compliance solution.​
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CCH Axcess™ 
Engagement Pro 
Increase efficiency by managing workpapers, trial balances, and workflow all from one central hub.​​
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CCH® ProSystem fx®  
Engagement
The award-winning trial balance, financial statement preparation and workpaper management solution for accountants.
Learn More
CCH Axcess™ Open Integration APIs
Expand and enhance CCH Axcess software by building integrations and automation with APIs.​
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CCH Axcess™ Document 
Secure file storage and collaboration for a variety of documents, including tax returns, and employee records.
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CCH Axcess™
Client Collaboration
A secure client collaboration platform for companies and their clients to manage all tax workflows.
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CCH® Fixed Assets Manager
Manage, track, and support all your asset depreciation, compliance, reporting, and planning in the cloud.
Learn More
CCH® ProSystem fx® Fixed Assets
Simplify your asset management and depreciation tasks with this easy-to-use solution, providing comprehensive data import and conversion capabilities. 
Learn More
Frequently asked questions

  • What is workflow software and how does it benefit accounting teams?

    Accounting workflow software is a specialized solution designed to streamline and automate various tasks within tax and accounting processes. It benefits accounting teams by improving efficiency, reducing errors, and providing a centralized platform for collaboration and communication.

  • How does accounting workflow software ensure compliance with tax regulations and financial standards?

    Accounting workflow software, such as CCH Axcess Workflow or CCH Axcess Workstream, includes built-in compliance checks and features that enforce standardized procedures. This helps ensure that accounting processes adhere to tax regulations, financial standards, and other compliance requirements. The software also provides an audit trail, which aids in compliance audits and documentation.

  • Can CCH Axcess Workflow or CCH Axcess Workstream integrate with existing tax and accounting systems?

    Yes, CCH Axcess Workflow and CCH Axcess Workstream are designed to integrate seamlessly with existing accounting systems. The integration enhances the overall efficiency by allowing data to flow smoothly among different software applications, reducing the need for manual data entry and minimizing the risk of errors.

  • How does accounting workflow software enhance collaboration?

    Accounting workflow software provides a centralized platform for communication, document sharing, and task coordination. This fosters seamless collaboration by ensuring that team members can easily communicate, share insights, and track the progress of tasks within the system. This centralized approach reduces miscommunications and delays.

  • Can CCH Axcess Workflow or CCH Axcess Workstream be customized to fit the specific needs of our accounting processes?

    Yes, CCH Axcess Workflow and CCH Axcess Workstream offer customization options to adapt to the specific needs and processes of an organization. Users can often configure workflows, add or modify steps, and tailor the software to match the unique requirements of their accounting processes.

  • How does accounting workflow software contribute to improved accuracy in financial processes?

    Accounting workflow software minimizes the risk of errors by automating repetitive tasks and enforcing standardized procedures. The software ensures consistency in data entry and processing, reducing the likelihood of human errors. Additionally, compliance checks built into the workflows contribute to the overall accuracy of financial data.

  • What kind of reporting and analytics features are typically available in accounting workflow software?

    CCH Axcess Workflow includes reporting and analytics features that provide insights into the status of tasks, progress of workflows, and overall efficiency. Users can generate customized reports, track key performance indicators, and gain a deeper understanding of their accounting processes for strategic decision-making.

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