Migrating CCH Axcess Workstream Project is possible with Robotic Process Automation

Are you struggling to migrate projects into CCH Axcess Workstream? This is a daunting project in itself because:

• Wolters Kluwer doesn’t offer a migration service for Workstream Projects
• The number of data points is enormous. Each project has anywhere from 20 to 50 data points, making manual data entry is nearly impossible.
• There are many dependencies: Project Type, Project Template, Client, Staff, etc… Making the data preparation process even more challenging, and it’s just the beginning of the process.
• Unlike CCH Axcess Practice or CCH Axcess Workflow, there’s no API available for to create data in CCH Axcess Workstream, so the only way is through the User Interface.

We’ve got you covered. WIth almost 10 years of experiences working with CCH Axcess suite, our team of data experts will help you prepare and organize your project data, ensure it’s mapped optimally to match the destination’s configurations, and then run a custom-built Bot to automate the project creation seamlessly. Want to see how this works in action? Check out our video demo.