startNon Standard Workflows
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Non Standard Workflows

CCH Workflow
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Workflow TemplateWorkflowNon Standard Workflows

    Workflows can be edited, and you can even create your own bespoke workflows. Our Wolters Kluwer Professional Services consultants offer a range of services to help you with this. Please contact your Account Manager if you need any more information*.

    "CCH Accelerate" customers 

    If you purchased either the "Practice Professional" or "Compliance Professional" products, a 3 hour online session is included as part of the services package. During this session, one of our consultants will get you set up with a workflow of your choice from the catalogue of 12 standard workflow templates.

    If you wish to make any amendments/additions to the standard workflow templates after this, we would strongly advise that you take advantage of the services offered by our professional services consultants.

    Consultancy services 

    We offer the following consultancy to support you should you require any amendments to the standard CCH Central Workflow templates, or assistance reviewing them in line with your own business processes.

    3 hour online session*

    CCH Workflow: catalogue template implementation

    Typically, this will allow enough time to implement one workflow, however depending on the environment, more time may be required.

    6 hour onsite session*

    (or two 3 hour online sessions)

    CCH Workflow: catalogue template implementation and training

    Typically, this will allow enough time to implement one workflow, and ensure you are conversant with the process so you will be able to carry out further implementations subsequently.

    6 hour onsite session*

    (or two 3 hour online sessions)

    CCH Workflow: configuration and deployment consultancy

    Custom workflow consultancy

    Our consultant will work with you to edit/modify a standard workflow(s) or create a new workflow(s) to suit your requirements.

    *Note: these are chargeable services. Click here to request more information

    Related documents

    CCH Workflow 2025.3: Release Notes
    The document provides release notes for CCH Workflow version 2025.3, highlighting installation prerequisites through the Central Suite Installer and introducing a new configuration key, Wf_DocumentExtraFields, which enables the merging of document extra fields. Firms wishing to disable this feature can adjust the key value. It includes legal disclaimers regarding accuracy and confidentiality, as well as trademark information. The content is proprietary to Wolters Kluwer (UK) Limited and is not to be reproduced without permission.
    VAT Workflow : Quick Start Guide
    This document serves as a comprehensive guide for managing VAT returns using the CCH Central Workflow system. It details the steps for creating a customized VAT workflow by saving the standard workflow as a practice-specific version, updating assignment responsibilities, and setting up VAT assignments and jobs. The guide covers the process for adding workflows to clients, customizing the homepage for workflow management, and tracking tasks within the workflow system. Additionally, it highlights automation features for task assignment and periodic workflow creation with links to further resources for detailed instructions.
    Progressing the tasks
    This document outlines the process for managing workflow tasks. Users can complete tasks via the Tasks homepage by selecting their names and using the ribbon bar for options like "Mark as complete." Multiple simple tasks can be completed in bulk. Tasks can also be reassigned to different employees, or specific employees can be selected for subsequent workflow steps. The document includes images to illustrate these procedures.
    Progressing workflows
    This document provides instructions on progressing tasks within a workflow homepage, detailing actions such as completing milestones, selecting outcomes, passing or failing tasks, and selecting employees. Users are guided on how to navigate the interface, including right-click options to manage tasks effectively. The document also mentions non-milestone tasks, directing users on how to reveal these tasks and proceed with their completion. Additionally, it highlights the ability to add comments to choices made within the workflow.
    Introduction to the Workflow homepage control
    The document provides an overview of the Workflow homepage control, detailing its functionality for monitoring workflow progression. It covers how to customize the interface, select workflows, and change view options, including due dates and employee views. The document also highlights the use of the "Field Chooser" for adding relevant columns, adjusting totals displayed for workflow steps, adding or editing comments, and applying filters to streamline the displayed workflows. Visual aids and step-by-step instructions complement the descriptions for ease of use.