Learn about updates and feature releases, find login links, and access support for solutions, including CCH Axcess, CCH ProSystems fx, CCH AnswerConnect, ATX, Taxwise, and more.

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2021年12月20日 · In Mid-January 2022, XCMworkflow customers will automatically be updated to CCH Axcess™ Workflow. Despite being a new look and feel, there is relatively zero learning curve for existing XCMworkflow users. However, we understand that some users may have questions, and have created an FAQ to assist with any questions that you may have.

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Introducing CCH Axcess™ Workflow In January 2022, XCMworkflow will become CCH Axcess Workflow. More than just a name change, this update will merge XCMworkflow into the CCH Axcess platform, adding more integration and incorporating new and innovative features. After the transition, you’ll continue to use your XCMworkflow credentials.

XCM will import and synchronize the Client Group field with the XCM client group field. Best practices suggest that creating matching groups in Axcess and XCM, and assigning Axcess clients to the desired groups is the most efficient way to organize and synchronize clients for administrative purposes.

XCMapi helps organizations connect XCMworkflow with other programs that leverage client, entity, task, employee, scheduling, or time information. This helps users better scale their businesses by providing more detailed data to better assess company and individual performance, bottlenecks, and inefficiencies.

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To access your firm’s XCM site, you will need to enter your Username and Password in the Login page. Your Username is your firm issued email address and the assigned password. When you log in for the first time, XCM will prompt you to change your password.