Automated Processes, Integrated Systems
& Insightful Dashboards
With our CCH Axcess Enhancements
Are you prepared for the next busy season?
Within as quick as 2-4 weeks, you can transform your operations with one of our proven solutions:
Client and Staff
Analysis
Dashboards
Project
Monitoring
Dashboards
DAU Auto-
Full Refresh
and Monitoring
Dashboards
Automated
Time Entry
Reminder
CCH Document
Sync, Backup
or Migration
Salesforce to
CCH Axcess
Synchronization
Automated
System Report
Executions
CCH
Workstream
Project
Migration
CCH Tax Auto-
Data Entry
from Excel
“CCH” and “CCH Axcess” are registered trademarks of CCH Inc. We are not affiliated with CCH Inc.
Streamline your Practice Management through Automation and Integration
Demo RPA creates Workstream Projects from Excel
Creating projects in CCH Axcess Workstream can be tedious, complex, and error-prone, given the amount of manual data entry involved. That’s why Silver Sea created an RPA solution that would save the time when you need to migrate from another system to CCH Axcess Workstream or automate the project creation process as part of client onboard or renewal. This powerful tool minimizes errors, ensures accuracy, and eliminates tedious manual setups. Experience unparalleled efficiency with our innovative solution!
Import Tax data from Excel into CCH Tax software
Data entry into tax software is essential part of tax preparation process but it is so time-consuming! Our automation technology helps save this time by feeding the data directly into CCH Axcess Tax through the API. Check out our demo video to learn more.
Technology: Python, Excel, CCH Axcess Tax
Value: save time on data entry and manual validation, reduce human error, free up tax prefessionals during busy season
Update CCH Axcess clients via Excel
As the usage of CCH Axcess grow and firms go through mergers and acquisitions, many firms struggle to maintain the data clean and consistent. System configuration is no longer optimal or consistent. Running reports also becomes inefficient and inaccurate. We can help you review your data and use automation technology to clean it for accurate reports. Using Excel is an effective way to bridge the review and mass-update processes. The best part is that it works without any API package!
Automatically executes CCH Axcess reports to Excel
Are you tired of reconfiguring and waiting for Axcess reports to run for your monthly/quarterly closing process, staff evaluation or operational reports? Our automation solution streamlines the report generation process and data manipulation, saving time and relieving stress.
Turn data into insights
Manage your operations with ease
Insightful and Interactive 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. You can target specific groups or components with relevant data and easily drill down from a high-level overview to detailed transaction information. Get the insights you need within minutes to make informed decisions.
The New Culture of Collaboration
Static Excel reports, and endless email exchanges full of screenshots are things of the past. It’s time to adopt a new way of collaboration. This video shows how we analyze time entry data. The report generated from any other system is usually limited and boring. However, with Power BI, you can view insightful charts and graphs, interact with the dashboard, and drill down to the detailed transactions. 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. Consequently, it can effectively help you monitor your team’s productivity.
CCH DAU Monitoring Solution
CCH DAU can be a valuable resource, but often, you may find your data missing. Your dashboards or automation can be unreliable, and your team might be frustrated. Our new DAU Monitoring Solution offers:
A dashboard to track the status of DAU refreshes that is easy for any user to understand.
Instant error detection alerts the administrator of any refresh issue, including the log.
Automated resolution to fix any issues that prevent tables from refreshing.
Automated integrity check to automatically validate DAU data against relevant CCH Axcess Practice reports.
Eliminate the time-consuming manual research and server logins. Our automated solution eliminates the risk of undetected errors and ensures data integrity