CCH Axcess Workflow integration(s) will provide greater insight and visibility into your firm’s processes and projects.  The integration(s) address the critical needs of your business including increasing productivity, maximizing expertise, reducing risk while boosting growth and profitability.  Available calendar and resource scheduling provide a visual heat map of how and where your firm’s resources are being spent allowing for realignment and better use of your employees’ time. 
 

Your firm can choose one of the methods below to get started with CCH Axcess Workflow:

• Stand alone (no other CCH Axcess Products)
• Integration with other CCH Axcess Products
• Integration with CCH Prosystem fx Practice Management

Stand Alone

Other CCH Axcess products are not required to use CCH Axcess Workflow.  CCH Axcess Workflow can be utilized as a stand-alone product with all items (client/entities, locations, staff, permissions, tasks etc) setup and managed within CCH Axcess Workflow.
Refer to the resources below for additional information.

Integration With Other CCH Axcess Products

CCH Axcess Workflow integration(s) with other CCH Axcess products will provide greater insight and visibility into your firm’s processes and projects.  After the integrations are completed, client/entities, locations, staff will be managed in CCH Axcess as the source of truth.  Changes made in CCH Axcess will seamlessly flow into CCH Axcess Workflow.
Review the links below to help your firm get started:

• What are the products available in the CCH Axcess™ Workflow integration?
• How to Prepare for Axcess Workflow Integration? (cch.com)
• How to Enable the Axcess Workflow Integration? (cch.com)

Integration With CCH Prosystem fx Practice Management

Integrate CCH ProSystem fx Practice Management with CCH Axcess Workflow to seamlessly pull clients and time transactions into Workflow and associate with your firm’s tasks.
For additional information, review the following guide:
 CCH Axcess™ Workflow and CCH ProSystem fx® Practice Management: Client Integration Database Mappings Guide

CCH Axcess™ Workflow Resource Allocation (RAS)

The Resource Allocation Scheduling (RAS) feature now included with a CCH Axcess Workflow license enables your employees to manage your team more efficiently and effectively.  Locate resource availability based on role, skill level, work assigned, anticipated work, as well as budgeted or remaining hours.  A heatmap of availability quickly lets you see any conflicts and make timely adjustments.

For further information on using the Resource Allocation Scheduling (RAS), please refer to the following resources:

• Watch A Video About CCH Axcess Workflow RAS
• CCH Axcess Workflow RAS FAQ
• Attend a live Q&A webinar that will provide a basic understanding of the Resource Allocation and Calendar scheduler application functionality. Sessions are offered monthly on Mondays from 2:00 – 3:00 EDT. Select the Engage tab from the CCH Axcess™ Workflow Learning Portal to sign up for a Webinar: CCH Axcess™ Workflow Scheduler Overview Live Webinar.

CCH Axcess™ Workflow Resources

Additional resources that will help your firm get ready for and start using CCH Axcess Workflow can be found below:

General:
CCH Axcess Workflow Frequently Asked Questions
CCH Axcess™ Workflow 2021-2.1 Quick Reference

Client/Entities:
CCH Axcess Workflow: Client Integration Database Mappings Guide
How do I add new clients/entities to CCH Axcess™ Workflow?
CCH Axcess™ Workflow: Client Integration Best Practices
 CCH Axcess™ Workflow: Client Integration - Getting Started Step-by-Step
CCH Axcess™ Workflow: Client Integration - Integration Utilities

Staff:
CCH Axcess™ Workflow: User Rights
What is the manage staffing assignments utility in CCH Axcess™ Workflow?
How are new users notified of their login information in CCH Axcess™ Workflow?
User Rights - User Rights Related to Workflow/CCH ProSystem fx® Practice Management Integration
How do I use the Bulk Manage User Groups and User Rights utility in CCH Axcess™ Workflow?
How are Secondary Users created in CCH Axcess™ Workflow?
CCH Axcess™ Workflow: User Rights - User Rights to Access the Utilities Menu

CCH Axcess Workflow Resource Allocation Scheduler (RAS):
How do I set up the RAS site in CCH Axcess™ Workflow?
Resource Allocation Scheduling User Guide
User Rights - User Rights to Access RAS Scheduler Module
RAS Manage Settings and Defaults Utility


Workflow Topics
CCH Axcess Workflow integration(s) will provide greater insight and visibility into your firm’s processes and projects.  The integration(s) address the critical needs of your business including increasing productivity, maximizing expertise, reducing risk while boosting growth and profitability.  Available calendar and resource scheduling provide a visual heat map of how and where your firm’s resources are being spent allowing for realignment and better use of your employees’ time.  After the integrations are complete,