The WIP split for CCH Axcess firms moving off the billable hour
AI is killing the billable hour.
Bill the value instead.
Billswarm reads your CCH Axcess WIP export and separates every line into in-scope, out-of-scope, and advisory, tallying each. Fix-price the engagement, bill the out-of-scope and advisory work on top instead of losing it in a manual scrub, and the hand-sort becomes a flag review — while we walk your firm off hourly billing.
From WIP export to a fixed-rate split, in four steps.
There is nothing to integrate or migrate. The WIP arrives from CCH Axcess and comes back split into in-scope, out-of-scope, and advisory work, each bucket tallied and ready to bill.
Upload the WIP
Upload the CCH Axcess WIP export — one PDF, nothing to integrate. We ingest the full batch.
Billswarm reads it
Every line is read against your firm's service codes and scope definitions, with a rationale for each call.
Split & tally
Each line is sorted into in-scope, out-of-scope, or advisory, with a rationale, and every bucket is tallied.
Bill the value
Fix-price the in-scope work, bill the out-of-scope and advisory on top, and the hand-sort becomes a flag review.
You get back a master XLSX with each line sorted into its bucket, reviewable line-by-line in the dashboard. Every classification carries the actor, timestamp, and rationale behind it.
The hand-sort becomes a flag review.
Instead of reading every line, your billing partner reviews the flags: in-scope, out-of-scope, and advisory work tallied, the extras captured for billing instead of lost in the scrub, and every call logged with its rationale.
Built with one design-partner CPA firm on CCH Axcess. Your batch will differ.
Security you can count on.
Your WIP is encrypted in transit and at rest, processed in your firm’s own AWS environment, and never used to train shared models. We are not yet SOC 2 certified. Certification is on the roadmap; the controls every deployment ships with are documented on the security page.
A guided move off the billable hour, not a self-serve tool.
We don’t replace Axcess Practice, and we don’t compete with TaxDome, Karbon, Canopy, Ignition, or Aiwyn. Billswarm sits upstream of every billing tool you already pay for: it reads the WIP, sorts every line into in-scope, out-of-scope, and advisory, and hands the split to whichever billing tool your firm already runs. Those tools get cleaner input, and your firm gets the breakdown a fixed-rate model needs.
Deployed in your environment
The application runs in your firm's own AWS environment. You own the deployment; we keep it improving.
Calibrated with your billing partner
We set up your firm's taxonomy by hand — your service codes, your scope definitions — with your billing partner in the room.
Off hourly, one engagement type at a time
We hold your hand through the migration: fix-price an engagement type, bill the out-of-scope and advisory work on top, then move to the next.
See your WIP split for fixed-rate billing in a 20-minute demo.
We’ll walk you through the console on a sample batch and show exactly how Billswarm splits in-scope, out-of-scope, and advisory work. When you’re ready, we deploy into your firm’s own environment and run a month of your WIP or a redacted sample: after the call, under NDA, on infrastructure your firm owns. There is no signup form and nothing to integrate.
Replies within one business day, US Pacific.