CCH Axcess™ Workstream

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

Yes! I want to see how CCH Axcess Workstream keeps projects moving.

Put Detailed Project Information Right At Your Fingertips.

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:

  • Increase accountability with easy to understand dashboards, notifications, and project pools that keep everyone informed and up to date.
  • Manage resources more effectively with clear visibility into who is working on what.
  • Improve efficiency with the ability to track project status and due dates through electronic route sheets.
  • Enhance client service with greater visibility into project details for both partners and staff.
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Work smarter, avoid bottlenecks, and identify red flags before problems arise.

Learn how CCH Axcess Workstream helps firms automate, standardize, and streamline project workflows.
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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.

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Monitor Due Dates

Government form due dates are automatically updated with information from Wolters Kluwer tax research experts.

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CCH Axcess™ Data Axcess

Quickly retrieve data from your CCH Axcess system for use with third-party report writers, business intelligence platforms, or Excel®.

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Open Integration Platform

Integrate our cloud-based solution with virtually any third-party or homegrown application using Wolters Kluwer’s Open Integration Platform.

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Here’s what other people are saying about CCH Axcess Workstream

“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.”

—Kelly Garvey, CPA

Manager - National Tax Process & Technology

Move Forward in the Cloud: Cloud-Based Tax & Accounting Software Solutions

At the center of a future-ready tax & accounting firm is the right technology — technology that fuels firm growth through digital tax and audit workflows built on a single unified platform. See how firms use best-in-class cloud solutions like CCH Axcess to harness the power of the cloud.

Learn How to Move Forward in the Cloud
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Streamline Workflow and Keep Track of Projects in Real Time

“Workstream has really helped us keep track of projects in real time. Our administrative staff spends much less time storing the finished product and figuring out where a project is in process.”

Reid Hanna Johnson, case study

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