CCH Axcess Practice: CCH Axcess Workflow Integration

This video shows how CCH Axcess Practice integrates with CCH Axcess Workflow to deliver a seamless end-to-end experience. You will see how time entered and managed in CCH Axcess Practice to CCH Axcess Workflow tasks flows directly into the Billing and Invoicing, enabling firms to efficiently convert completed task work into invoices without manual handoffs or reconciliation. The video highlights centralized billing grids that provide clear visibility into billed amounts, adjustments, and invoice statuses for your firm’s tasks. When payments are received, we will also demonstrate how tasks can guide your Accounts Receivable transaction entry allowing firms to track payments, monitor open balances, and gain real-time insight into financial performance across clients and engagements. Overall, this walkthrough shows how the combined power of Workflow + Practice Management helps firms: • Capture time where work is done. • Streamline the path from work to bill. • Improve visibility into billing and receivables. • Reduce operational friction across financial workflows. Ideal for firm leaders, billing teams, and administrators looking to modernize and simplify their billing lifecycle with CCH Axcess. Please see the CCH Axcess Practice Release Notes 2025-3.4 CCH Axcess Practice Release Notes 2025-3.4 for more information.