Moving work with CCH Axcess Workstream
In the third installment of her CCH Axcess tour, Jody Padar, the Radical CPA, explains how Workstream keeps work moving. Whether you have remote workers, multiple offices, or…
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How data analysis leads to actionable intelligence
In the digital age, there’s no shortage of data. But there’s not much benefit to collecting data if you’re not leveraging it. With today’s customizable…
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5 signs your tax workflow is out of date
Success looks different for each tax firm, but the definition of efficiency is pretty universal: Get the most (and best) work done with the least…
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Measuring Efficiency: Why Billable Hours Aren’t Enough
Let’s say your firm is evaluating two staff accountants, who each have about the same level of experience and turn in work of relatively equal…
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3 efficiency metrics that measure how firms do business today
Now that technology gives firms the ability to do more with less, the value you bring clients isn’t based on counting the hours spent working…
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New tax deadlines update automatically in CCH Axcess Workstream
As we all know by now, CCH® Axcess Workstream implemented a new feature at the end of 2019 that integrates CCH® Axcess Workstream’s form due…
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5 Workflow Problems to Solve This Year
There’s no such thing as a perfect workflow. However, many common workflow problems are easy to solve with the right tools and approach. A new…
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End of Year Project: Set up Project Pools
Our ebook, Firm Operations: Office Productivity Projects, provides instructions for 9 projects firms can complete before tax season. Varying in complexity from a few hours…
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How accounting firm workflow software can improve employee satisfaction
Accounting firm workflow software might not seem like something to get excited about. But technology plays a bigger role in employee engagement than you might…
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5 project management problems that are derailing your firm
As your office gets busier, project management becomes more and more important. With so much work moving through the firm, it’s easy to lose track…
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