XCMworkflow - 2026 Pricing, Features, Reviews & Alternatives

XCMworkflow®, now known as CCH Axcess Workflow, is an award-winning, scalable accounting workflow software solution designed to provide tax, accounting, and finance professionals with a centralized platform for enhanced productivity, accuracy, and efficiency.

Developed by CPAs and business process experts, CCH Axcess Workflow offers 360-degree visibility into real-time information on tasks, projects, and more. The cloud-based solution enables firms to maintain a clear line of sight to critical business metrics, visualize capacity, and reallocate resources as needed to ensure timely completion of engagements. Administrators can quickly adjust priorities, improve resource management, and track recurring and ad hoc projects in a central location, reducing errors and missed deadlines.

For partners, principals, and directors, CCH Axcess Workflow provides greater accuracy and reduces the risk of errors by offering a centralized platform. Associates and seniors gain a clearer understanding of priorities and can communicate status updates more effectively. Tax, audit, and accounting managers can create operational plans, visualize staff skillsets, and access real-time project status updates to support increased client satisfaction. With its robust workflow automation capabilities, CCH Axcess Workflow helps firms achieve their business goals by driving productivity and efficiency throughout the organization.