Wolters Kluwer launches CCH Axcess Workflow

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Wolters Kluwer Tax & Accounting has added CCH Axcess Workflow to its CCH Axcess platform of cloud-based tools.

The new solution combines key features from the XCMworkflow solution that Wolters Kluwer acquired in September of last year (see story). The integration is available through CCH Axcess to help firms standardize, optimize and automate their processes.

“Firms are being faced with increasing capacity demands driven by legislative and regulatory complexity, changes in the current business environment, and the evolving expectations and needs of their clients,” said Nate Brown, vice president of firm management at Wolters Kluwer Tax & Accounting North America, in a statement. “With greater visibility into projects and processes, firms can work more efficiently and create room for growth. Now, they can choose between CCH Axcess Workflow and CCH Axcess Workstream firm management and workflow solutions to meet their specific needs and manage resources more effectively while concurrently reducing compliance, risk and audit concerns.”

The browser-based solution integrates with the CCH Axcess Common Database and with the CCH Axcess Tax and CCH Axcess Document solutions to help users keep track of work and processes across a firm.

It also includes a Workflow Scheduler to let managers balance workloads and optimize resource scheduling. In addition, Workflow APIs are available that let users leverage their data in other solutions.