CCH Axcess™ Workstream | Accounting Workflow Software

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class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Denmark</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/da-dk" data-variantfieldname="Link">Denmark</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">France</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/fr-fr" data-variantfieldname="Link">French</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Germany</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/de-de" data-variantfieldname="Link">German</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Hungary</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/hu-hu" data-variantfieldname="Link">Hungarian</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Italy</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/it-it" data-variantfieldname="Link">Italian</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Netherlands</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/nl-nl" data-variantfieldname="Link">Dutch</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Norway</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/nb-no" data-variantfieldname="Link">Norwegian</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Poland</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/pl-pl" data-variantfieldname="Link">Polish</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Portugal</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/pt-pt" data-variantfieldname="Link">Portuguese</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Romania</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/ro-ro" data-variantfieldname="Link">Romanian</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Slovakia</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/sk-sk" data-variantfieldname="Link">Slovak</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Spain</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/es-es" data-variantfieldname="Link">Spanish</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Sweden</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/sv-se" data-variantfieldname="Link">Swedish</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">United Kingdom</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/en-gb" data-variantfieldname="Link">English</a> </div> </li> </ul> </div> </div> </div> </div> </div> </div> </div> </div> <div class="tab"> <div class="row"> <div class="row component column-splitter"> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Australia</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/en-au" data-variantfieldname="Link">English</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">China</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="https://www.wolterskluwer.cn" data-variantfieldname="Link" target="_blank">Simplified Chinese</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Hong Kong</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/en-hk" data-variantfieldname="Link">English</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">India</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div 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</div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">New Zealand</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/en-nz" data-variantfieldname="Link">English</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Philippines</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/en-ph" data-variantfieldname="Link">English</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> 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accounting firm-wide detailed project management information</h2> </div> </div> <div class="row component column-splitter"> <div class="col-12 col-sm-12 col-md-6 col-lg-6 col-xl-6 reverse"> <div class="row"> <div class="component video"> <div class="component-content"> <div class="thumbnail-wrapper"><div class="video-thumb field-moviethumbnail"><image mediaid="" stylelabs-content-id="83941" thumbnailsrc="https://contenthub.wolterskluwer.com/api/gateway/83941/thumbnail" src="https://assets.contenthub.wolterskluwer.com/api/public/content/944293a9d2ab4516b42bc12c4f94f5a4" stylelabs-content-type="Image" alt="CCH Axcess Workstream Overview Video" height="1024" width="1536" srcset="https://assets.contenthub.wolterskluwer.com/api/public/content/944293a9d2ab4516b42bc12c4f94f5a4?t=w507l 507w,https://assets.contenthub.wolterskluwer.com/api/public/content/944293a9d2ab4516b42bc12c4f94f5a4?t=w628l 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preload="none" poster=""> <source type="video/youtube" src="//www.youtube-nocookie.com/embed/vJNxP4wXdYE" /> </video> <div class="video-init"></div> </div> <div class="video-caption"> </div> <div class="video-description"> </div> </div> </div> </div> </div> </div> </div> </div> <div class="col-12 col-sm-12 col-md-6 col-lg-6 col-xl-6"> <div class="row"> <div class="component rich-text article-text indent-top"> <div class="component-content"> <p>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:</p> <ul> <li><strong>Seamless workflow automation</strong></li> <li><strong>Efficient task management </strong></li> <li><strong>Transparent accountability</strong></li> </ul> </div> </div> <div class="component wkbutton primary reverse"> <div class="component-content"> <div class="wkbutton-link field-link"><a data-variantfieldname="Link" aria-label="Download the Fact Sheet" target="_blank" href="https://engagetax.wolterskluwer.com/l/339101/2018-04-02/2w83k/339101/26220/cch_axcess_workstream_fact_sheet.pdf" data-variantitemid="{5921FBB0-40FC-43C4-8F8B-A31B776E2C04}">Fact Sheet</a></div><div class="wkbutton-wrapper"><span title="wk-icon-file-pdf" class="wkbutton-icon wk-icon-file-pdf"></span><div class="wkbutton-label field-label">Download the Fact Sheet</div></div> </div> </div> </div> </div> </div> <div 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</div></div></div> </div> </div> <div class="component wk-container col-12"> <div class="component-content"> <div class="title"> <h2>Cloud-based accounting software for your project management needs </h2> </div> <div class="row"> <div class="component row-splitter"> <div class="container-fluid"> <div > <div class="row"> <div class="component cards image-right col-12"> <div class="component-content"> <div class="link-wrapper"><div class="card-image field-cardimage"><image stylelabs-content-type="Image" src="https://assets.contenthub.wolterskluwer.com/api/public/content/185cb8e950c44af180b3d3cf3762425f?v=76688018" height="1024" thumbnailsrc="https://contenthub.wolterskluwer.com/api/gateway/254170/thumbnail" stylelabs-content-id="254170" width="1536" alt="cch-axcess-workstream-card-benefit-1-1536x1024" srcset="https://assets.contenthub.wolterskluwer.com/api/public/content/185cb8e950c44af180b3d3cf3762425f?v=76688018&t=w479l 479w,https://assets.contenthub.wolterskluwer.com/api/public/content/185cb8e950c44af180b3d3cf3762425f?v=76688018&t=w505l 505w,https://assets.contenthub.wolterskluwer.com/api/public/content/185cb8e950c44af180b3d3cf3762425f?v=76688018&t=w543l 543w,https://assets.contenthub.wolterskluwer.com/api/public/content/185cb8e950c44af180b3d3cf3762425f?v=76688018&t=w672l 672w,https://assets.contenthub.wolterskluwer.com/api/public/content/185cb8e950c44af180b3d3cf3762425f?v=76688018&t=w733l 733w" loading="lazy" data-variantitemid="{27667C72-AD79-4462-A68C-90C351E73775}" sizes="(max-width:539px) 505px, (max-width:767px) 733px, (max-width:991px) 479px, (max-width:1199px) 543px, (max-width:1440px) 672px, 672px" format="" data-variantfieldname="CardImage" /></div><div class="card-content"><div class="text-wrapper"><div class="card-title field-cardtitle" role="heading" aria-level="3">Seamless workflow automation</div><div class="card-description field-carddescription">Increase accountability with easy-to-understand dashboards, notifications, and project pools that keep everyone informed and up to date on who is working with what.</div></div><div class="card-cta field-cardbuttonlabel"><a></a></div></div></div> </div> </div> </div> </div> </div> <div class="container-fluid"> <div > <div class="row"> <div class="component cards image-left col-12"> <div class="component-content"> <div class="link-wrapper"><div class="card-image field-cardimage"><image stylelabs-content-type="Image" src="https://assets.contenthub.wolterskluwer.com/api/public/content/9587acd5a4e64cde856ab5154e306ff3?v=5c8e2198" height="1024" thumbnailsrc="https://contenthub.wolterskluwer.com/api/gateway/59358/thumbnail" stylelabs-content-id="59358" width="1536" alt="cch-axcess-workstream-card-benefit-4-1536x1024" srcset="https://assets.contenthub.wolterskluwer.com/api/public/content/9587acd5a4e64cde856ab5154e306ff3?v=5c8e2198&t=w479l 479w,https://assets.contenthub.wolterskluwer.com/api/public/content/9587acd5a4e64cde856ab5154e306ff3?v=5c8e2198&t=w505l 505w,https://assets.contenthub.wolterskluwer.com/api/public/content/9587acd5a4e64cde856ab5154e306ff3?v=5c8e2198&t=w543l 543w,https://assets.contenthub.wolterskluwer.com/api/public/content/9587acd5a4e64cde856ab5154e306ff3?v=5c8e2198&t=w672l 672w,https://assets.contenthub.wolterskluwer.com/api/public/content/9587acd5a4e64cde856ab5154e306ff3?v=5c8e2198&t=w733l 733w" loading="lazy" data-variantitemid="{F971E637-59E9-488D-8CF9-4E132FCF9202}" sizes="(max-width:539px) 505px, (max-width:767px) 733px, (max-width:991px) 479px, (max-width:1199px) 543px, (max-width:1440px) 672px, 672px" format="" data-variantfieldname="CardImage" /></div><div class="card-content"><div class="text-wrapper"><div class="card-title field-cardtitle" role="heading" aria-level="3">Efficient task management</div><div class="card-description field-carddescription">Improve efficiency with the ability to track project status and due dates through electronic route sheets.</div></div><div class="card-cta field-cardbuttonlabel"><a></a></div></div></div> </div> </div> </div> </div> </div> <div class="container-fluid"> <div > <div class="row"> <div class="component cards image-right col-12"> <div class="component-content"> <div class="link-wrapper"><div class="card-image field-cardimage"><image stylelabs-content-type="Image" src="https://assets.contenthub.wolterskluwer.com/api/public/content/7b821ab5865842928772144ac6f6f519?v=7e017327" height="1024" thumbnailsrc="https://contenthub.wolterskluwer.com/api/gateway/124268/thumbnail" stylelabs-content-id="124268" width="1536" alt="cch-axcess-workstream-card-benefit-3-1536x1024" srcset="https://assets.contenthub.wolterskluwer.com/api/public/content/7b821ab5865842928772144ac6f6f519?v=7e017327&t=w479l 479w,https://assets.contenthub.wolterskluwer.com/api/public/content/7b821ab5865842928772144ac6f6f519?v=7e017327&t=w505l 505w,https://assets.contenthub.wolterskluwer.com/api/public/content/7b821ab5865842928772144ac6f6f519?v=7e017327&t=w543l 543w,https://assets.contenthub.wolterskluwer.com/api/public/content/7b821ab5865842928772144ac6f6f519?v=7e017327&t=w672l 672w,https://assets.contenthub.wolterskluwer.com/api/public/content/7b821ab5865842928772144ac6f6f519?v=7e017327&t=w733l 733w" loading="lazy" data-variantitemid="{B5A761A1-6E17-4A54-AA72-A4EED890A51A}" sizes="(max-width:539px) 505px, (max-width:767px) 733px, (max-width:991px) 479px, (max-width:1199px) 543px, (max-width:1440px) 672px, 672px" format="" data-variantfieldname="CardImage" /></div><div class="card-content"><div class="text-wrapper"><div class="card-title field-cardtitle" role="heading" aria-level="3">Transparent accountability</div><div class="card-description field-carddescription">Enhance client service with greater visibility into project details for both partners and staff.</div></div><div class="card-cta field-cardbuttonlabel"><a></a></div></div></div> </div> </div> </div> </div> </div> </div></div> </div> </div> <div class="component wk-container col-12"> <div class="component-content"> <div class="row"> <div class="row component column-splitter"> <div class="col-12 col-sm-12 col-md-4 col-lg-4 col-xl-4 full-height-card"> <div class="row"> <div class="component rich-text article-text col-12"> <div class="component-content"> <p style="text-align: center;"><img alt="team-basic" src="https://assets.contenthub.wolterskluwer.com/api/public/content/8e217cd95ba0483cb729c1b82b2104b1.svg?v=98a52c02" style="width: 96px; height: 96px;" /></p> <h3 style="text-align: left;">Project pools</h3> <p style="text-align: left;">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.</p> </div> </div> </div> </div> <div class="col-12 col-sm-12 col-md-4 col-lg-4 col-xl-4 full-height-card"> <div class="row"> <div class="component rich-text article-text col-12"> <div class="component-content"> <p style="text-align: center;"><img alt="calendar-basic" src="https://assets.contenthub.wolterskluwer.com/api/public/content/92a97b0d67784ce69777ff77a62215de.svg?v=892cab0b" style="width: 96px; height: 96px;" /></p> <h3 style="text-align: left;">Tax calendar integration</h3> <p style="text-align: left;">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.</p> </div> </div> </div> </div> <div class="col-12 col-sm-12 col-md-4 col-lg-4 col-xl-4 full-height-card"> <div class="row"> <div class="component rich-text article-text col-12"> <div class="component-content"> <p style="text-align: center;"><img alt="document-connected-basic" src="https://assets.contenthub.wolterskluwer.com/api/public/content/dde90acfaaff43ea81128d16239851bd.svg?v=1a1ab0c5" style="width: 96px; height: 96px;" /></p> <h3 style="text-align: left;">Flexible project templates</h3> <p style="text-align: left;">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.</p> </div> </div> </div> </div> </div></div> </div> </div> </div> </div> </div> <div class="container-fluid"> <div > <div class="row"> <div class="component mission bg-image col-12" > <div class="component-content"> <div data-dm-wk="component.missiontext"><h5 class="mission--title field-title">Contact a solution consultant</h5><div class="mission--cta field-button-cta"><a data-variantfieldname="Button CTA" data-dm-wk="missiontext.button" href="#contact" data-variantitemid="{8BCB64F2-A9D8-4DCE-9471-16B7F904F7A1}">Learn More</a></div></div> </div> </div> </div> </div> </div> </div> <div class="component wk-container col-12"> <div class="component-content"> <div class="title field-title" role="heading" aria-level="2"><p>Real customers going beyond with CCH Axcess Workstream</p></div><div class="row"> <div class="component row-splitter"> <div class="container-fluid"> <div > <div class="row"> <div class="component video-callout content-right"> <div class="component-content"> <div class="callout-wrapper"><div class="callout-video"> <div class="component video"> <div class="component-content"> <div class="thumbnail-wrapper"><div class="video-thumb field-moviethumbnail"><image mediaid="" stylelabs-content-id="121530" thumbnailsrc="https://contenthub.wolterskluwer.com/api/gateway/121530/thumbnail" src="https://assets.contenthub.wolterskluwer.com/api/public/content/ed52106fbbe84d92a01350bc03ff2aa0" stylelabs-content-type="Image" alt="AgCountry Farm Credit Services " height="1024" width="1536" srcset="https://assets.contenthub.wolterskluwer.com/api/public/content/ed52106fbbe84d92a01350bc03ff2aa0?t=w507l 507w,https://assets.contenthub.wolterskluwer.com/api/public/content/ed52106fbbe84d92a01350bc03ff2aa0?t=w628l 628w,https://assets.contenthub.wolterskluwer.com/api/public/content/ed52106fbbe84d92a01350bc03ff2aa0?t=w634l 634w,https://assets.contenthub.wolterskluwer.com/api/public/content/ed52106fbbe84d92a01350bc03ff2aa0?t=w735l 735w,https://assets.contenthub.wolterskluwer.com/api/public/content/ed52106fbbe84d92a01350bc03ff2aa0?t=w768l 768w" loading="lazy" data-variantitemid="{1830923F-DF40-47A5-9B73-2266E21F25F5}" sizes="(max-width:539px)507px,(max-width:767px)735px,(max-width:991px)634px,(max-width:1199px)628px,(max-width:1440px)768px,(max-width:1920px)768px,768px" format="" data-variantfieldname="MovieThumbNail" /></div><button class="video-play-label field-play-button-label">Watch Video</button></div><div class="modal video-modal"><span class="close-video-modal"></span> <div class="component video" data-properties="{"enableKeyboard":"true","name":"Movie","completedTime":"null"}"> <div class="component-content"> <div class="sxa-video-wrapper"> <video style="width: 100%; height: 100%;" preload="none" poster=""> <source type="video/youtube" src="//www.youtube-nocookie.com/embed/t2bVqnC98rc" /> </video> <div class="video-init"></div> </div> <div class="video-caption"> </div> <div class="video-description"> </div> </div> </div> </div> </div> </div> </div><div class="callout-content"><div class="callout-title field-title">"My favorite thing about CCH Axcess is Workstream just because it ties everything together."</div><div class="callout-description field-description">Renee Fink, Vice President, Tax at AgCountry Farm Credit Services, discusses how CCH Axcess™ makes collaborating with colleagues and providing client services easier — even when staff works in separate locations.</div></div></div> </div> </div> </div> </div> </div> <div class="container-fluid"> <div > <div class="row"> <div class="component testimonial tabs col-12"> <div class="component-content"> <div class="tabs-inner"> <ul class="tabs-heading"> <li tabindex="-1"> <div> <div class="row"> <div class="component content"> <div class="component-content"> <div class="field-content"><p>Case Study</p></div> </div> </div> </div> </div> </li> </ul> <div class="tabs-container"> <div class="tab"> <div class="row"> <div class="component promo left-image"> <div class="component-content"> <div class="testimonial-image"><image mediaid="" stylelabs-content-id="82212" thumbnailsrc="https://contenthub.wolterskluwer.com/api/gateway/82212/thumbnail" src="https://assets.contenthub.wolterskluwer.com/api/public/content/47646a0297414c98ae022cc0614e01a5" stylelabs-content-type="Image" alt="Christensen and Heinrichs case study" height="1024" width="1536" srcset="https://assets.contenthub.wolterskluwer.com/api/public/content/47646a0297414c98ae022cc0614e01a5?t=w236l 236w,https://assets.contenthub.wolterskluwer.com/api/public/content/47646a0297414c98ae022cc0614e01a5?t=w256l 256w,https://assets.contenthub.wolterskluwer.com/api/public/content/47646a0297414c98ae022cc0614e01a5?t=w300l 300w,https://assets.contenthub.wolterskluwer.com/api/public/content/47646a0297414c98ae022cc0614e01a5?t=w328l 328w" loading="lazy" data-variantitemid="{B4774DEE-3289-425E-B530-126D469A72A5}" sizes="(max-width:767px)256px,(max-width:991px)328px,(max-width:1199px)236px,300px" format="" data-variantfieldname="Image"></image></div><div class="testimonial-content" data-dm-wk="component.testimonialbox"><div class="testimonial-quote field-quote"><p>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. </p></div><div class="testimonial-author-name field-author-name">Philip Christensen, CPA</div><div class="testimonial-author-role field-author-byline">Weber Christensen & Heinrichs, LLP</div><div class="row"><div class="component wkbutton primary"> <div class="component-content"> <div class="wkbutton-link field-link"><a data-variantfieldname="Link" aria-label="Read the Case Study" target="_blank" title="Weber Christensen & Heinrichs case study" href="https://engagetax.wolterskluwer.com/l/339101/2019-09-18/6kkyq" data-variantitemid="{DCD0E46C-5A23-4229-BEBF-12018750506C}">Case Study</a></div><div class="wkbutton-wrapper"><div class="wkbutton-label field-label">Read the Case Study</div></div> </div> </div> </div></div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="container-fluid"> <div > <div class="row"> <div class="component testimonial reverse tabs col-12"> <div class="component-content"> <div class="tabs-inner"> <ul class="tabs-heading"> <li tabindex="-1"> <div> <div class="row"> <div class="component content"> <div class="component-content"> <div class="field-content"><p>Case Study</p></div> </div> </div> </div> </div> </li> </ul> <div class="tabs-container"> <div class="tab"> <div class="row"> <div class="component promo right-image"> <div class="component-content"> <div class="testimonial-content" data-dm-wk="component.testimonialbox"><div class="testimonial-quote field-quote"><p>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. </p></div><div class="testimonial-author-name field-author-name">Todd Raymond, CPA</div><div class="testimonial-author-role field-author-byline">Henry, Raymond & Thompson, LLC</div><div class="row"><div class="component wkbutton primary"> <div class="component-content"> <div class="wkbutton-link field-link"><a data-variantfieldname="Link" aria-label="Read the Case Study" target="_blank" title="Henry Raymond and Thompson Case Study" href="https://engagetax.wolterskluwer.com/l/339101/2019-07-05/642dz" data-variantitemid="{8ABF01FD-852C-42EF-B8D6-C13E92B5BC4F}">Case Study</a></div><div class="wkbutton-wrapper"><div class="wkbutton-label field-label">Read the Case Study</div></div> </div> </div> </div></div><div class="testimonial-image"><image mediaid="" stylelabs-content-id="295337" thumbnailsrc="https://contenthub.wolterskluwer.com/api/gateway/295337/thumbnail" src="https://assets.contenthub.wolterskluwer.com/api/public/content/780165a687ab4f89bea2331eba80cc9a" stylelabs-content-type="Image" alt="Henry Raymond and Thompson case study" height="1024" width="1536" srcset="https://assets.contenthub.wolterskluwer.com/api/public/content/780165a687ab4f89bea2331eba80cc9a?t=w236l 236w,https://assets.contenthub.wolterskluwer.com/api/public/content/780165a687ab4f89bea2331eba80cc9a?t=w256l 256w,https://assets.contenthub.wolterskluwer.com/api/public/content/780165a687ab4f89bea2331eba80cc9a?t=w300l 300w,https://assets.contenthub.wolterskluwer.com/api/public/content/780165a687ab4f89bea2331eba80cc9a?t=w328l 328w" loading="lazy" data-variantitemid="{B83A83BA-713B-4E67-A961-2779DCCBC5DD}" sizes="(max-width:767px)256px,(max-width:991px)328px,(max-width:1199px)236px,300px" format="" data-variantfieldname="Image"></image></div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div></div> </div> </div> <div class="component callout content-right indent-top"> <div class="component-content"> <p class="callout-caption field-caption">New product enhancements</p><div class="callout-wrapper"><div class="field-image callout-image"><image mediaid="" stylelabs-content-id="244472" thumbnailsrc="https://contenthub.wolterskluwer.com/api/gateway/244472/thumbnail" src="https://assets.contenthub.wolterskluwer.com/api/public/content/3ed4b87bd0ff4de3b0ffdf8e4a8b7d0a" stylelabs-content-type="Image" alt="Tax Calendar Integration" height="1024" width="1536" srcset="https://assets.contenthub.wolterskluwer.com/api/public/content/3ed4b87bd0ff4de3b0ffdf8e4a8b7d0a?t=w475l 475w,https://assets.contenthub.wolterskluwer.com/api/public/content/3ed4b87bd0ff4de3b0ffdf8e4a8b7d0a?t=w544l 544w,https://assets.contenthub.wolterskluwer.com/api/public/content/3ed4b87bd0ff4de3b0ffdf8e4a8b7d0a?t=w664l 664w,https://assets.contenthub.wolterskluwer.com/api/public/content/3ed4b87bd0ff4de3b0ffdf8e4a8b7d0a?t=w703l 703w,https://assets.contenthub.wolterskluwer.com/api/public/content/3ed4b87bd0ff4de3b0ffdf8e4a8b7d0a?t=w927l 927w,https://assets.contenthub.wolterskluwer.com/api/public/content/3ed4b87bd0ff4de3b0ffdf8e4a8b7d0a?t=w959l 959w" loading="lazy" data-variantitemid="{A3A73D30-C5EB-445F-B32F-4F01606EF525}" sizes="(max-width:539px)475px,(max-width:767px)703px,(max-width:991px)927px,(max-width:1023px)959px,(max-width:1199px)544px,(max-width:1440px)664px,664px" format="" data-variantfieldname="Image" /></div><div class="callout-content"><div class="callout-title field-title"><p>Tax Calendar Integration</p></div><div class="callout-description field-description">"We were very grateful for the integration capabilities between CCH Axcess Workstream and the Research & Learning Tax Calendar this year. Given the magnitude of form due date changes that resulted from the pandemic, the automatic due date updates handled by the R&L library saved our tax professionals time in manually updating form due dates which allowed them to shift focus toward how to best serve our clients." <br /><br /><span style="font-size: 16px;"><b>Kelly Garvey, CPA </b><br /></span>Manager<br />National Tax Process & Technology<br /></div><div class="callout-cta field-cta"><a data-variantfieldname="CTA" data-dm-wk="thoughtleadership.link" target="_blank" title="Learn More" href="/en/expert-insights/new-tax-deadlines-update-automatically-in-cch-axcess-workstream" data-variantitemid="{A3A73D30-C5EB-445F-B32F-4F01606EF525}">Learn More</a></div></div></div> </div> </div> <div class="component wk-container col-12"> <div class="component-content"> <div class="title field-title" role="heading" aria-level="2">Recommended CPA firm resources</div><div class="description field-description">Check out these eBooks to discover how you too can benefit from a digital tax workflow.</div><div class="row"> <div class="row component column-splitter"> <div class="col-12 col-sm-12 col-md-4 col-lg-4 col-xl-4 full-height-card"> <div class="row"> <div class="component cards gray-background col-12"> <div class="component-content"> <div class="link-wrapper"><div class="card-image field-cardimage"><image stylelabs-content-type="Image" src="https://assets.contenthub.wolterskluwer.com/api/public/content/f01bf969daf64d5899ea678e87bd7e8d?v=fe434953" height="1024" thumbnailsrc="https://contenthub.wolterskluwer.com/api/gateway/121153/thumbnail" stylelabs-content-id="121153" width="1536" alt="5 Steps to Digital Transformation" srcset="https://assets.contenthub.wolterskluwer.com/api/public/content/f01bf969daf64d5899ea678e87bd7e8d?v=fe434953&t=w479l 479w,https://assets.contenthub.wolterskluwer.com/api/public/content/f01bf969daf64d5899ea678e87bd7e8d?v=fe434953&t=w505l 505w,https://assets.contenthub.wolterskluwer.com/api/public/content/f01bf969daf64d5899ea678e87bd7e8d?v=fe434953&t=w543l 543w,https://assets.contenthub.wolterskluwer.com/api/public/content/f01bf969daf64d5899ea678e87bd7e8d?v=fe434953&t=w672l 672w,https://assets.contenthub.wolterskluwer.com/api/public/content/f01bf969daf64d5899ea678e87bd7e8d?v=fe434953&t=w733l 733w" loading="lazy" data-variantitemid="{A3D518E9-D1F6-4766-90A7-55CD2D80E7AE}" sizes="(max-width:539px) 505px, (max-width:767px) 733px, (max-width:991px) 479px, (max-width:1199px) 543px, (max-width:1440px) 672px, 672px" format="" data-variantfieldname="CardImage" /></div><div class="card-content"><div class="text-wrapper"><div class="card-title field-cardtitle" role="heading" aria-level="3">5 steps to digital transformation</div><div class="card-description field-carddescription"><p>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.</p></div></div><div class="card-cta field-cardbuttonlabel"><a href="/en/expert-insights/5-steps-to-digital-transformation">Download the White Paper</a></div></div></div> </div> </div> </div> </div> <div class="col-12 col-sm-12 col-md-4 col-lg-4 col-xl-4 full-height-card"> <div class="row"> <div class="component cards gray-background"> <div class="component-content"> <div class="link-wrapper"><div class="card-image field-cardimage"><image mediaid="" stylelabs-content-id="386398" thumbnailsrc="https://contenthub.wolterskluwer.com/api/gateway/386398/thumbnail" src="https://assets.contenthub.wolterskluwer.com/api/public/content/7c5520044bce478d93fd6501098c6ac6" stylelabs-content-type="Image" alt="5 Ways Workflow Automation Supports Firm Goals" height="1024" width="1536" srcset="https://assets.contenthub.wolterskluwer.com/api/public/content/7c5520044bce478d93fd6501098c6ac6?t=w479l 479w,https://assets.contenthub.wolterskluwer.com/api/public/content/7c5520044bce478d93fd6501098c6ac6?t=w505l 505w,https://assets.contenthub.wolterskluwer.com/api/public/content/7c5520044bce478d93fd6501098c6ac6?t=w543l 543w,https://assets.contenthub.wolterskluwer.com/api/public/content/7c5520044bce478d93fd6501098c6ac6?t=w672l 672w,https://assets.contenthub.wolterskluwer.com/api/public/content/7c5520044bce478d93fd6501098c6ac6?t=w733l 733w" loading="lazy" data-variantitemid="{C9441AD1-CDE3-4E6A-8255-72804BAE5726}" sizes="(max-width:539px) 505px, (max-width:767px) 733px, (max-width:991px) 479px, (max-width:1199px) 543px, (max-width:1440px) 672px, 672px" format="" data-variantfieldname="CardImage" /></div><div class="card-content"><div class="text-wrapper"><div class="card-title field-cardtitle" role="heading" aria-level="3"><p>5 ways workflow automation supports firm goals</p></div><div class="card-description field-carddescription"><span>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.</span></div></div><div class="card-cta field-cardbuttonlabel"><a target="_blank" title="Workflow Automation eBook" href="/en/expert-insights/5-ways-workflow-automation-supports-firm-goals">Download the eBook</a></div></div></div> </div> </div> </div> </div> <div class="col-12 col-sm-12 col-md-4 col-lg-4 col-xl-4 full-height-card"> <div class="row"> <div class="component cards gray-background col-12"> <div class="component-content"> <div class="link-wrapper"><div class="card-image field-cardimage"><image stylelabs-content-type="Image" src="https://assets.contenthub.wolterskluwer.com/api/public/content/e7980f8e47184cffa43675fbac2d0f21?v=b23b4250" height="1024" thumbnailsrc="https://contenthub.wolterskluwer.com/api/gateway/148819/thumbnail" stylelabs-content-id="148819" width="1536" alt="taxwise-card-benefit-8-1536x1024" srcset="https://assets.contenthub.wolterskluwer.com/api/public/content/e7980f8e47184cffa43675fbac2d0f21?v=b23b4250&t=w479l 479w,https://assets.contenthub.wolterskluwer.com/api/public/content/e7980f8e47184cffa43675fbac2d0f21?v=b23b4250&t=w505l 505w,https://assets.contenthub.wolterskluwer.com/api/public/content/e7980f8e47184cffa43675fbac2d0f21?v=b23b4250&t=w543l 543w,https://assets.contenthub.wolterskluwer.com/api/public/content/e7980f8e47184cffa43675fbac2d0f21?v=b23b4250&t=w672l 672w,https://assets.contenthub.wolterskluwer.com/api/public/content/e7980f8e47184cffa43675fbac2d0f21?v=b23b4250&t=w733l 733w" loading="lazy" data-variantitemid="{64326FBC-80F1-4106-8E18-8C403C5A3F6B}" sizes="(max-width:539px) 505px, (max-width:767px) 733px, (max-width:991px) 479px, (max-width:1199px) 543px, (max-width:1440px) 672px, 672px" format="" data-variantfieldname="CardImage" /></div><div class="card-content"><div class="text-wrapper"><div class="card-title field-cardtitle" role="heading" aria-level="3">Successfully managing the pace of change</div><div class="card-description field-carddescription"><p>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.</p></div></div><div class="card-cta field-cardbuttonlabel"><a target="_blank" href="https://engagetax.wolterskluwer.com/l/339101/2020-05-14/k2hb8">Download the eBook</a></div></div></div> </div> </div> </div> </div> </div></div> </div> </div> <div class="component mission bg-image" > <div class="component-content"> <div data-dm-wk="component.missiontext"><h5 class="mission--title field-title">Work smarter, avoid bottlenecks, and identify red flags before problems arise</h5><div class="mission--description--small field-description"><p>Learn how CCH Axcess Workstream helps firms automate, standardize and streamline project workflows.</p><p /></div><div class="mission--cta field-button-cta"><a data-variantfieldname="Button CTA" data-dm-wk="missiontext.button" target="_blank" href="/en/solutions/tax-accounting-us/solution-demos" data-variantitemid="{DC802C17-F48E-44B2-9A54-04BDDD328FF8}">Register for a Demonstration</a></div></div> </div> </div> <div class="component wk-container full-height-card background-full alternate-background container-with-cards"> <div class="component-content"> <div class="title field-title" role="heading" aria-level="2"><p>Additional resources</p></div><div class="row"> <div class="row component column-splitter"> <div class="col-12 col-sm-12 col-md-3 col-lg-3 col-xl-3 full-height-card container-with-cards equalized-content"> <div class="row"> <div class="component cards no-image"> <div class="component-content"> <div class="link-wrapper"><div class="card-content"><div class="text-wrapper"><div class="card-title field-cardtitle" role="heading" aria-level="3"><p>CCH Axcess™ Data Axcess solutions</p></div><div class="card-description field-carddescription"><p style="text-align: left;">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.</p></div></div><div class="card-cta field-cardbuttonlabel"><a href="/en/solutions/cch-axcess/data-axcess-solutions">Learn More</a></div></div></div> </div> </div> </div> </div> <div class="col-12 col-sm-12 col-md-3 col-lg-3 col-xl-3 full-height-card container-with-cards equalized-content"> <div class="row"> <div class="component cards no-image"> <div class="component-content"> <div class="link-wrapper"><div class="card-content"><div class="text-wrapper"><div class="card-title field-cardtitle" role="heading" aria-level="3"><p>Discover CCH Axcess solutions</p></div><div class="card-description field-carddescription"><p>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.</p></div></div><div class="card-cta field-cardbuttonlabel"><a href="/en/solutions/cch-axcess">Learn More</a></div></div></div> </div> </div> </div> </div> <div class="col-12 col-sm-12 col-md-3 col-lg-3 col-xl-3 full-height-card container-with-cards equalized-content"> <div class="row"> <div class="component cards no-image col-12"> <div class="component-content"> <div class="link-wrapper"><div class="card-content"><div class="text-wrapper"><div class="card-title field-cardtitle" role="heading" aria-level="3"><p>Innovative API integrations</p></div><div class="card-description field-carddescription"><p>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.</p></div></div><div class="card-cta field-cardbuttonlabel"><a title="Open integration APIs" href="/en/solutions/cch-axcess/open-integration">Learn About Open Integration </a></div></div></div> </div> </div> </div> </div> <div class="col-12 col-sm-12 col-md-3 col-lg-3 col-xl-3 full-height-card container-with-cards equalized-content"> <div class="row"> <div class="component cards no-image col-12"> <div class="component-content"> <div class="link-wrapper"><div class="card-content"><div class="text-wrapper"><div class="card-title field-cardtitle" role="heading" aria-level="3"><p>CCH Axcess Marketplace</p></div><div class="card-description field-carddescription"><p>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.</p></div></div><div class="card-cta field-cardbuttonlabel"><a href="/en/solutions/tax-accounting-us/marketplace">Find Integrations</a></div></div></div> </div> </div> </div> </div> </div></div> </div> </div> <div class="query-card"> <div class="component no-carousel carousel col-12 mobile-card" data-properties='{"timeout":2147483647,"isPauseEnabled":true,"transition":"BasicTransition"}'> <div class="component-content"> <h2 class="query-card--title"></h2> <div data-id="divCarousel_77dbce3d-5a8f-468a-ae0e-a1cbed780c4a" class="carousel-inner"> <ul class="slides"> <li class="slide"> <div class="row"> <div class="component cards "> <div class="component-content"> <div class="link-wrapper link-wrapper--left"> <div class="card-image field-image"> <img loading="lazy" src="https://assets.contenthub.wolterskluwer.com/api/public/content/2544978-learn-the-key-steps-to-tax-service-bureau-success-8c166a481a?v=faaae039" srcset="https://assets.contenthub.wolterskluwer.com/api/public/content/2544978-learn-the-key-steps-to-tax-service-bureau-success-8c166a481a?v=faaae039&t=w638l 638w,https://assets.contenthub.wolterskluwer.com/api/public/content/2544978-learn-the-key-steps-to-tax-service-bureau-success-8c166a481a?v=faaae039&t=w679l 679w" sizes="(Max-Width: 767px) 679px, 638px" alt="Winning strategies for tax service bureau success "/> </div> <div class="card-content"> <div class="card-label"> <span> Article </span> </div> <div class="text-wrapper"> <div class="card-eyebrow"> <div class="interest-area field-name">Tax & Accounting</div> <div class="date field-editorial-publish-date">November 19, 2024</div> </div> <h3 class="card-title field-title">Winning strategies for tax service bureau success </h3> <div class="card-description field-abstract">Operating a successful tax service bureau can be a rewarding experience. 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