Adopt modern technologies to enhance CCH Axcess Suite

Streamline processes

Enable data driven culture

Within as quick as 2-4 weeks,

you can transform your business culture with our powerful solutions:

Power BI Startup Package Icon

Power BI

Startup Package

Firm Overview

Dashboard

Workstream

Project Migration

Automated Time

Entry Review

CCH Document

Backup/Migration

CRM to CCH

Axcess Sync

Automated

Report Executions

A dashboard

PTO/Banked

Hour dashboards

A tax icon

Automated Tax

Data Import

Empower your business with automation

Demo Import Excel into CCH Tax via API

Data entry into tax software is an essential process, but it’s very time consuming. Our automation technology can help save this time by feeding the data into CCH Axcess Tax directly. Check out our demo video.

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

 

 

 

Import from Excel to CCH Tax via API 

Data entry into tax software is usually a very time consuming task. We can help the firms import from the tax preparation worksheet directly into tax software via the backend API with automated validations, saving time while ensuring accuracy of the tax projects. Check out our demo video.

Technology: Python, Excel, CCH Axcess Practice

Value: Save data entry and manual validation time, reduce human error, free up value time for tax professionals

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. Running reports become inefficient and even inaccurate. We can help you review your data and use automation technology to clean them up so that the reports are accurate and convenient. Using Excel is one effective way of bridging the review process and mass-update procedure. And this still works without any API package!

Technology: Python, Excel, CCH Axcess Practice

Value: Save administrative time, keeping data clean and consistent, provide accurate data for strategic management, support migration processes

Automating Time Entry Submission and Approval

Monitoring time entries manually is very time consuming. Failure to reinforce time entry policies leaves room for missed/late/inaccurate time entries. We help consult with firms to come up with an effective and efficient process, and build automation to remind the staff and involve managers to ensure time entry compliance, reduce administrative time, mitigate the risk and avoid missed revenues. Keeping multiple system in sync is very challenging for a growing firm. In this demo, we automation demonstrate how our  solution can help synchronize the client information from CRM (Jotform) to Practice Management (CCH Axcess) to Client Portal (Sharefile) software. This helps Automate the client onboarding process, synchronizing client information across different systems Suite Dash is growing in popularity as a modern, cost effective, feature rich practice management software. It has a powerful appointment booking feature, however, it only integrates with Google Mail and not Office 365 or other mail provider. We can bridge that gap by building an integration between Google Mail and another mail service. In this demo, We use Office 365 to demonstrate the feature. This will enable many firms to integrate Suite Dash in their operations and reduce reliance on another appointment tool.

RPA export CCH AXCESS reports to Excel

Are you tired of having to reconfiguring and waiting for Axcess reports to run for your monthly/quarterly closing process? Our automation solution streamlines report generations process, saving you the time and frustration.

Technology: RPA, CCH Axcess Practice, Excel

Turn raw data into insights

and collaborate at a new level

Experience insightful data analytics with Power BI Interactive Dashboard

Tired of static report that takes long to run and doesn’t give you the information you need or usable format? Welcome a whole new experience of working with data. With Power BI report, you have answers to many critical questions or KPIs in one screen and target them to the specific group or component, and can easily slice-and-dice the data to go from the 30,000-foot level all the way to the detail transaction level, getting your questions answered within minutes.

The New Culture of Collaboration 

Are you tired of static Excel reports and all of those back and forth email exchanges full of screenshots? It’s time for a new area of collaboration. This video shows how we analyze time entry data. This report out of any system is typically very limited and boring, but with Power BI, you can view the insightful charts and graph, interact with the dashboard, drill through to the detail transactions, make comments and tag another coworker, who can then reply and close out any issues. This dashboard report can highlights and alert you when things drop below or above certain KPI, effectively help you monitor your team’s productivity.

DAU Dashboard monitoring

Tired of manually checking CCH DAU logs for errors? Introducing the new DAU Monitoring Solution – an intuitive dashboard that helps you:

Automate Monitoring: Track the status of your DAU refreshes without having to log into the server.
Instant Error Detection: Identify potential errors at a glance with a visual color-coded system.
Rapid Diagnosis: Quickly pinpoint the root cause of errors through the dashboard.
Save Time & Effort: Eliminate time-consuming manual checks and reduce the risk of undetected errors.

Efficiency unleashed

RPA is your new superpower

RPA export CCH AXCESS reports to Excel

Are you tired of the complicated and error-prone process of setting up CCH Axcess reports? Our RPA solution streamlines report generation, automatically configuring parameters and selecting criteria for flawless results. Say goodbye to manual errors and hello to effortless, accurate reporting.

Demo Import Excel into CCH Tax via API

Manually entering data into CCH Tax is a pain. It takes forever, it’s easy to make mistakes, and it’s just plain dull. Our RPA solution changes all that. It automatically pulls your data from Excel and fills out CCH Tax for you, in minutes, with far greater accuracy. So you can ditch the drudgery and get back to the work that matters.

Adopt modern technologies to enhance CCH Axcess Suite

Streamline processes

Enable data driven culture

Within as quick as 2-4 weeks, you can transform your business culture with powerful solutions:

Power BI Startup Package Icon

Power BI

Startup Package

Firm Overview

Dashboard

Workstream

Project Migration

Automated Time

Entry Review

CCH Document

Backup/Migration

CRM to CCH

Axcess Sync

Automated

Report Executions

A dashboard

PTO/Banked

Hour dashboards

A tax icon

Automated Tax

Data Import


Empower your business

with automation

Demo Import Excel into CCH Tax via API

Manually entering data into CCH Tax is a pain. It takes forever, it’s easy to make mistakes, and it’s just plain dull. Our RPA solution changes all that. It automatically pulls your data from Excel and fills out CCH Tax for you, in minutes, with far greater accuracy. So you can ditch the drudgery and get back to the work that matters.

Import from Excel to CCH Tax via API 

Data entry into tax software is usually a very time consuming task. We can help the firms import from the tax preparation worksheet directly into tax software via the backend API with automated validations, saving time while ensuring accuracy of the tax projects. Check out our demo video.

Automating Time Entry Submission and Approval

In service companies such as accounting firm, staff time entries directly translate into revenues, so accurate time entries means precise billing, optimized resource, and enhanced profitability. Accurate time tracking allows firms to bill clients fairly and transparently, thereby strengthening trust and client relationships. Additionally, it aids in the effective management of workforce productivity and identifies areas for efficiency improvements. Too many firms failed to reinforce effective time entry process, leaving room for missed/late/inaccurate time entries. Other firms tried too hard and ended up wasting too much resource with manual reviews and follow up. Our solution helps automating the time entry process to make sure no time entry is left behind. We help consult with firms to come up with an effective and efficient process where users get just the right number of notifications and at the right channel.

Technology: MS Power Platform – RPA and Approval Flow, SQL Database, Practice CS, Outlook, Teams

Use Case: Establish automated time entry reminder system with minimal administrative time, Mitigate the risk that staff fails to enter time entries

Value: Save on nonbillable time and missed revenues, reinforce firm policy.

Migrate CCH Axcess clients

As the usage of CCH Axcess grow, many firms struggle to maintain the data clean and consistent. Sometimes the initial setup is not optimal or no longer fit the company’s need. Sometimes there are mergers and acquisitions. Some firms lack the proper process to maintain the client/contact/staff/project data consistent and up to date, or the process is not followed. The end result is too much cluttered data. Running reports become inefficient and even inaccurate. We can help you review your data and use automation technology to clean them up so that the reports are accurate and convenient. Using Excel as a Staging area is one effective way of bridging the review process and mass update procedure.


Technology: Python, Excel, CCH Axcess Practice


Use Case: Automate the process to update client information in CCH Axcess Practice. Data clean up initiative or data migration


Value: Save administrative time, keeping data clean and consistent, provide accurate data for strategic management

RPA export CCH AXCESS reports to Excel

Are you tired of the complicated and error-prone process of setting up CCH Axcess reports? Our RPA solution streamlines report generation, automatically configuring parameters and selecting criteria for flawless results. Say goodbye to manual errors and hello to effortless, accurate reporting.

This picture is used to illustrate for the 2nd Section of CCH Axcess

WE PROVIDE COMMON SOLUTIONS TO ENHANCE CCH AXCESS SUITE

Power BI Startup Package Icon

Power BI startup package

Automated time entry review

Firm overview dashboard

CCH document backup/migration

Workstream project migration

CRM to CCH Axcess sync

CCH Axcess Enhancements



Boost Firm’s

Productivity

& Profitability 


• Optimize CCH Axcess Configuration

• Turn DAU into powerful dashboards

•  Automate processes and save cost









This picture is used to illustrate for the 2nd Section of CCH Axcess

We provide common solutions

to enhance CCH Axcess Suite

Power BI Startup Package Icon

Power BI startup package

Automated time entry review

Firm overview dashboard

CCH document backup/migration

Workstream project migration

CRM to CCH Axcess sync

Import from Excel to CCH Tax via API

Data entry into tax software is usually a very time consuming task. We can help the firms import from the tax preparation worksheet directly into tax software via the backend API with automated validations, saving time while ensuring accuracy of the tax projects. Check out our demo video.

Migrate CCH Axcess clients

As the usage of CCH Axcess grow, many firms struggle to maintain the data clean and consistent. Sometimes the initial setup is not optimal or no longer fit the company’s need. Sometimes there are mergers and acquisitions. Some firms lack the proper process to maintain the client/contact/staff/project data consistent and up to date, or the process is not followed. The end result is too much cluttered data. Running reports become inefficient and even inaccurate. We can help you review your data and use automation technology to clean them up so that the reports are accurate and convenient. Using Excel as a Staging area is one effective way of bridging the review process and mass update procedure.

Technology: Python, Excel, CCH Axcess Practice

Use Case: Automate the process to update client information in CCH Axcess Practice. Data clean up initiative or data migration

Value: Save administrative time, keeping data clean and consistent, provide accurate data for strategic management

Automating Time Entry Submission and Approval

In service companies such as accounting firm, staff time entries directly translate into revenues, so accurate time entries means precise billing, optimized resource, and enhanced profitability. Accurate time tracking allows firms to bill clients fairly and transparently, thereby strengthening trust and client relationships. Additionally, it aids in the effective management of workforce productivity and identifies areas for efficiency improvements. Too many firms failed to reinforce effective time entry process, leaving room for missed/late/inaccurate time entries. Other firms tried too hard and ended up wasting too much resource with manual reviews and follow up. Our solution helps automating the time entry process to make sure no time entry is left behind. We help consult with firms to come up with an effective and efficient process where users get just the right number of notifications and at the right channel.

Technology: MS Power Platform – RPA and Approval Flow, SQL Database, Practice CS, Outlook, Teams

Use Case: Establish automated time entry reminder system with minimal administrative time, Mitigate the risk that staff fails to enter time entries

Value: Save on nonbillable time and missed revenues, reinforce firm policy.

Turn raw data into insights

and collaborate at a new level

Experience insightful data analytics with Power BI Interactive Dashboard

Tired of static report that takes long to run and doesn’t give you the information you need or usable format? Welcome a whole new experience of working with data. With Power BI report, you have answers to many critical questions or KPIs in one screen and target them to the specific group or component, and can easily slice-and-dice the data to go from the 30,000-foot level all the way to the detail transaction level, getting your questions answered within minutes.

The New Culture of Collaboration 

Are you tired of static Excel reports and all of those back and forth email exchanges full of screenshots? It’s time for a new area of collaboration. This video shows how we analyze time entry data. This report out of any system is typically very limited and boring, but with Power BI, you can view the insightful charts and graph, interact with the dashboard, drill through to the detail transactions, make comments and tag another coworker, who can then reply and close out any issues. This dashboard report can highlights and alert you when things drop below or above certain KPI, effectively help you monitor your team’s productivity.

DAU Dashboard monitoring

Tired of manually checking CCH DAU logs for errors? Introducing the new DAU Monitoring Solution – an intuitive dashboard that helps you:

Automate Monitoring: Track the status of your DAU refreshes without having to log into the server.
Instant Error Detection: Identify potential errors at a glance with a visual color-coded system.
Rapid Diagnosis: Quickly pinpoint the root cause of errors through the dashboard.
Save Time & Effort: Eliminate time-consuming manual checks and reduce the risk of undetected errors.

Turn raw data into insights

and collaborate at a new level

RPA export CCH AXCESS reports to Excel

Are you tired of the complicated and error-prone process of setting up CCH Axcess reports? Our RPA solution streamlines report generation, automatically configuring parameters and selecting criteria for flawless results. Say goodbye to manual errors and hello to effortless, accurate reporting.

Demo Import Excel into CCH Tax via API

Manually entering data into CCH Tax is a pain. It takes forever, it’s easy to make mistakes, and it’s just plain dull. Our RPA solution changes all that. It automatically pulls your data from Excel and fills out CCH Tax for you, in minutes, with far greater accuracy. So you can ditch the drudgery and get back to the work that matters.

Experience insightful data analytics with Power BI Interactive Dashboard

Tired of static report that takes long to run and doesn’t give you the information you need or usable format? Welcome a whole new experience of working with data. With Power BI report, you have answers to many critical questions or KPIs in one screen and target them to the specific group or component, and can easily slice-and-dice the data to go from the 30,000-foot level all the way to the detail transaction level, getting your questions answered within minutes.

The New Culture of Collaboration 

Are you tired of static Excel reports and all of those back and forth email exchanges full of screenshots? It’s time for a new area of collaboration. This video shows how we analyze time entry data. This report out of any system is typically very limited and boring, but with Power BI, you can view the insightful charts and graph, interact with the dashboard, drill through to the detail transactions, make comments and tag another coworker, who can then reply and close out any issues. This dashboard report can highlights and alert you when things drop below or above certain KPI, effectively help you monitor your team’s productivity.

DAU Dashboard monitoring

Tired of manually checking CCH DAU logs for errors? Introducing the new DAU Monitoring Solution – an intuitive dashboard that helps you:

Automate Monitoring: Track the status of your DAU refreshes without having to log into the server.

Instant Error Detection: Identify potential errors at a glance with a visual color-coded system.

Rapid Diagnosis: Quickly pinpoint the root cause of errors through the dashboard.

Save Time & Effort: Eliminate time-consuming manual checks and reduce the risk of undetected errors.