Create the Capacity to Grow with 360° Visibility That Supports Firm Goals

Accounting workflow solutions can drive firm growth by creating efficiencies, removing bottlenecks and providing firm-wide visibility. With the right workflow software bringing the firm together to support a common goal, accounting firms are better able to adapt to changing market environments, meet growth targets and provide a better work/life balance for staff at all levels by:

  • Saving time for all users across multiple levels of seniority

  • Increasing productivity to drive profitability and reduce staffing costs

  • Reducing the risk of improper filings with real-time monitoring

  • Managing deliverables and project knowledge in a central location

Create additional capacity, be more responsive to clients and provide higher value services to drive profitability with workflow management software designed for accounting firms.

5 Ways Workflow Automation Supports Firm Goals 

Modern firms know that optimized workflows make for a more efficient and productive workforce supporting firm growth and profitability goals. Unfortunately, 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. 

Download the eBook

CCH Axcess™ Workflow

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:

  • Streamlining processes and eliminating administrative hassles
  • Smoothing the transition between various teams and staff members in the firm
  • Accessing key information in real-time when a client calls, or when a key stakeholder needs a status update

CCH Axcess™ Workstream

Simplify tracking of work and ensure consistent project management processes. You can monitor due dates, manage projects and map processes into standardized steps, with CCH Axcess Workstream.

Using built-in administrative workflow tools, you will:

  • Increase accountability with easy-to-understand dashboards, notifications, and project pools.

  • Manage resources more effectively with clear visibility. 

  • Improve efficiency with the ability to track project status and due dates.

  • Enhance client service with greater visibility into project details.

Meet project tracking needs and efficiently manage all of your business deliverables with a full-featured solution that supports the way you work.

XCMworkflow

Gain 360° visibility into real-time information on tasks, projects, and more with XCMworkflow, a scalable accounting workflow software solution.

XCMworkflow’s automated workflow platform supports industry best practices and decreases business process timeframes by:

  • Streamlining work routing to decrease bottlenecks

  • Enabling full transparency so that nothing falls through the cracks

  • Reducing the risk of costly errors with multi-jurisdictional due date tracking

Firms that leverage XCMworkflow as part of their technology stack experience reduced turnaround times on a broad range of client deliverables. 

 

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