XCMworkflow is now CCH Axcess Workflow! A scalable, cloud-based accounting workflow solution, CCH Axcess Workflow is designed by CPAs and business process experts to help tax, accounting and finance professionals increase productivity through process and technology.
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Resources for existing customers
Top benefits for partners, principals and directors
Maintain a clear line of sight to critical business metrics from a central platform, providing greater accuracy and reducing the risk of errors.
Visualize capacity and reallocate resources so that engagements are completed on time, or communicate in advance to the client that the deadline is unrealistic.
Top benefits for associates and seniors
Gain a clearer understanding of priorities and the ability to communicate status updates with seniors and managers with real-time project management housed in a centralized location.
Top benefits for administrators
Gain the ability to quickly reallocate resources as priorities change, while improving resource and project management with real-time visibility into task pipeline status and staff assignments.
Track recurring and ad hoc projects in a central location, reducing errors and missed deadlines.
Top benefits for tax, audit and accounting managers
Create operational plans and visualize staff skillsets based on previous years data to support increase client satisfaction.
Access and track the status of recurring and ad hoc projects in real-time in a central location, reducing errors and missed deadlines.
Attend an upcoming webinar
We are passionate about the tax and accounting industry, so check below to see our upcoming webinars!
Recommended Reading
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.
Additional Resources
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.
Xpitax® Client Accounting Services Outsourcing
Xpitax Client Accounting Services (CAS) Outsourcing enables firms of all sizes to offer their small and mid-size business clients a full suite of accounting services. Learn more about how Xpitax Client Accounting Services helps accounting firms to scale their practice.
Focus on firm operations eNewsletter
Get expert insights delivered directly to your inbox. Our monthly eNewsletter is designed for Managing Partners, Firm Operations and Firm Administration professionals. Receive eBooks, white papers and webinars loaded with best practices to help your firm succeed.
The evolving accountant eBook series
The role of the accountant is changing. It’s clear that the firms that embrace these changes are positioned for the fastest growth. In contrast, firms that battle to maintain the status quo will struggle to stay relevant. The Evolving Accountant eBook series will help you plan and adapt.