Product Overview
CCH Workflow offers an efficient and standardised approach to managing the entire client relationship by using automated key steps, complete reporting and business process monitoring.
Last update: CCH Workflow (part of the Wolters Kluwer CCH Central suite) provides firms with a structured, automated way to manage tasks, deadlines, and compliance processes. It centralizes workflow activity, improves consistency, and ensures teams always know what needs to happen next. Key Features Automated task progression.
- Workflows can be fully customized to align with your firm’s processes and preferred ways of working.
- Tasks and stages within a workflow can be enabled, disabled, or reordered based on business needs.
- Different workflows can be created for different job types, clients, or teams.
- Workflow visibility helps track progress, ownership, and status at each stage of a job.
- Changes to workflow configuration should be reviewed carefully to ensure consistency across teams.
CCH Workflow
Features and Benefits: CCH Workflow
This document explains the concept of workflows in CCH Central, representing business processes through defined steps that can include loops and automated actions. It highlights the use of a workflow homepage control for monitoring active workflows, filtering by specific parameters, and generating reports. The document instructs how to sign off steps within a workflow, either by completing a milestone or selecting an outcome. Additionally, it presents a 'Tasks' homepage view, focusing on individual users' active tasks across various workflows.