Your Innovation GPS for CCH Axcess™ 

No more manually prepare/review PBC list or chasing clients down for missing documents

Traditionally, tax admins or professionals spent countless hours reviewing last year’s returns to come up with a PBC List, then periodically check on all channels possibles on what’s received and what’s still outstanding. These are administrative tasks that we’re going to automate in an efficient and cost effective manner.

Using Axcess API, our solution will:

✅ Automatically extract the list of entities from tax return, let the admin review and send it to the client in one cilck.
✅ Generate a secured SharePoint (or whatever DMS you’re using – ShareFile, CCH Documents, Karbon, etc…).
✅ Automatically read the file to identify the entity and tax year to match and clear the corresponding item from the PBC list, or add a new item as appropriate, once the client uploads the documents.
(The client can also marks certain items as “Not applicable” so the system can ignore them from the follow ups.)
✅ Follow up with the clients on all open items periodically.
✅ Extract the information and push to CCH Axcess Tax via API, saving hours per tax return when the PBC list is completed.
✅ Save the data to an Excel template, and eventually compare the subtotal in the Excel template against the subtotals in CCH Axcess Tax return.

All automated, saving anywhere from 2 to 20 hours per tax return.

Automated Time Entry Reminders and Approval

Time entries represent labor cost, the #1 expense for most CPA firms. Too often, staff neglects to put in time entries in a timely manner, resulting in inaccurate or incomplete data. This leads to the distorted picture of productivity and capacity, causing challenges for future planning as well as potential revenue loss.

Our solution can automatically review Time Entry reports from CCH Axcess, identify any exceptions (e.g., below or above a target threshold), and remind the staff to remedy and/or report to HR or relevant managers.

✅ Ensure timely and accurate data for payroll, billing, and evaluation
✅ Prevent missed revenues and potential write-offs
✅ Save admin time for HR, accounting, and managers
✅ Maintain consistent rhythm and compliance across the firm

Automated Workstream Project Creation

Creating projects in CCH Axcess™ Workstream requires a lot of manual data entry involved. Unfortunately, CCH does not support migrating Workstream projects. Therefore, Silver Sea created an RPA that would help automate the project creation process, helping you complete your migration effort or annual project preparation

✅ Save time on manual data entries
✅ Ensure a complete and smooth migration
✅ Optimize your workstream templates and reports
✅ Automate ongoing monitoring

Automated Progress Invoice Allocation

Oftentimes, firms need to track unbilled WIP balance at project level but struggle with the misalignment that progress invoice is only issued at the client level. To bridge the data gap, we recreated this solution to automatically allocate open invoices to recently completed projects and allow users to override with the correct data. We can then pull this information into Power BI for further analytics.

✅ Automatically allocate unapplied Progress invoices to projects
✅ Enable visibility into Project’s Work In Progress invoices
✅ Catch aged unbilled WIP before they’re too obosolete to billl the client.

Client and Invoice data sync to QBO

Many firms maintain client list and track time entries and create invoices from Practice Management software, then manually key in the client and invoice information in Quickbook Online Accountant to send to the clients. We automate that whole process by pushing data from PM software directly to Quickbook in just a few clicks.

✅ Automatically push client and invoice data from Practice Management to Accounting software such as Quickbook Online
✅ Push invoice line items and descriptions to Accounting Software
✅ Hundreds of hours saving in manual data entries for Accounting department

Automated AR reminder and Payment collection

Help streamline cashflows by making it extremely convenient to review unpaid invoices and remind clients within a few clicks.

✅ Automatically send email remainders based on a threshold, or let user manually sends it.
✅ Prefill the invoice numbers, amount to keep one invoice per payment, making it easier to reconcile
✅ Automatically pass on 2.9% credit card fee to the customers

Uncover valuable insights with our Business Intelligence dashboards

Automated Report Executions

Oftentimes, firm admins need to run CCH Axcess™ reports for various purposes, which is time-consuming and manual. To alleviate this problem, our solutions can generate system reports and automate the preparation/manipulation, saving time and relieving stress.

✅ Automate time entry data for payroll

✅ Automate month/quarter / annual closing process

✅ Automate staff evaluation reports

✅ Automate project monitoring reports

✅ Automate time entry reminders and approvals

✅ Automate follow-ups on aged Accounts Receivables

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Firm Overview Dashboard

Are you tired of static reports that take too long to run? Do you not get the information you actually need, or is the format not usable? Our Power BI reports provide clear and actionable answers to many critical questions and KPIs.

Then, you can target specific groups or components with relevant data and easily drill down from a high-level overview to detailed transaction information. Therefore, you’ll enjoy valuable insights within minutes to make informed decisions.

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Time Entry Analysis with effective use of basic charts

This video shows how effective use of basic charts and graphs can help uncover insights from time entry data. First, you can interact with the dashboard, and drill down to the detailed transactions.

In addition, you can also add comments and tag coworkers, who can reply and resolve the issues.

This dashboard report can highlight and alert you when things are below or above certain KPIs, and help you efficiently monitor your team’s productivity.

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Automated CCH Data Axcess Utility Issue Monitoring and Resolution

CCH Axcess Data Axcess Utility (DAU) can be unreliable with errors in refresh operations or missing data, all without warnings. As a result, your team might be left frustrated.

Our Solution automatically monitors the refresh logs and alerts the IT admin of any refresh issue, attaching the log.

This ultimate solution also validates the DAU’s data against relevant CCH Axcess Practice reports and notifies the users when data are actually matching and reliable. Automatically do a full refresh of the tables having data problems.

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