Fixed-rate billing for CCH Axcess firms
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 close the WIP 5–10× faster in our pilot. Your batch will differ.
How it works
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
Secure upload, or forward the CCH Axcess WIP export by email. We ingest the full batch in seconds.
Billswarm reads it
Every line is read against your service codes, rate schedule, prior scope, and the engagement letter.
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 scope, bill the out-of-scope and advisory on top, and close the WIP 5–10× faster in our pilot. Your batch will differ.
You get back a per-client annotated PDF and a master XLSX, with each line sorted into its bucket. Every classification carries the actor, timestamp, and rationale behind it.
Real results
A 317-line WIP, split and closed in about 25 minutes.
The hand-sort that takes a partner hours becomes minutes: in-scope, out-of-scope, and advisory work tallied, the extras captured for billing instead of lost, the close 5–10× faster in our pilot. Your batch will differ.
Drawn from industry observation and one design-partner pilot. Your batch will differ.
Security
Security you can count on.
Your WIP is encrypted in transit and at rest, isolated per tenant at the row level, and never used to train shared models. We are not yet SOC 2 certified. Certification is on the roadmap; the controls we run today are documented on the security page.
Positioning
Upstream of every billing tool you already pay for.
- Time entryAxcess Practice
- WIP accumulationAxcess Practice
- Billswarm
- Invoice generationTaxDome / Karbon / Aiwyn
- DeliveryTaxDome / Karbon / Aiwyn
- PaymentCPACharge / Stripe
We don’t replace Axcess Practice, and we don’t compete with TaxDome, Karbon, Canopy, Ignition, or Aiwyn. Billswarm 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.
Get started
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 can run a month of your own WIP or a redacted sample: after the call, under NDA, in our isolated environment. There is no signup form and nothing to integrate.
Replies within one business day, US Pacific.