The WIP split for CCH Axcess firms moving off the billable hour
An hour saved is an hour you can’t bill.
Fix-price the engagement.
Billswarm reads your CCH Axcess WIP export and sorts every line into in-scope, out-of-scope, or advisory. You fix-price the engagement and bill the extras on top, and we walk your firm off hourly billing as you go.
Pending 8 · $11,137.50
Out-of-scope lines 4
Approved 0
Written off 0
Decisions complete
Line L292 · run demo-2026-06-10-a
Westbrook Partners LLC
OUT-SCOPE- Category
- COMP
- Service
- PREP-1120S
- Description
- Q3 Estimated Tax Projection, Mid-Year Scenario
- Staff
- Smith Janet
- Hours
- 4.25
- Amount
- $850.00
- Status
- Pending
Flag · OUT OF SCOPE
Engagement letter scopes annual return + Q1 and Q4 estimates only. The Q3 mid-year scenario is an ad-hoc client request, unbilled in prior cycles. Review for change-order vs. write-off.
From WIP export to a fixed-fee 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 as one PDF. The whole batch goes in at once.
Billswarm reads it
Each line is read against your firm's service codes and scope definitions, and each call comes with its rationale.
Split & tally
Billswarm sorts each line into its bucket and tallies all three.
Bill the value
Fix-price the in-scope work and bill the out-of-scope and advisory on top. The tally for each bucket is already in the XLSX.
You get back a billing-review workbook (XLSX) with each line sorted into its bucket, and the same lines are reviewable line by line in the dashboard. Each classification carries its own rationale.
The hand-sort becomes a flag review.
The console shows each flagged line with the reason it was flagged and a tally for each bucket. Your billing partner accepts or overrides each call, and the decision lands in the audit log with who made it and when.
What the product does on any batch. Speed and dollar figures depend on yours.
Security inside your own cloud and network.
Your WIP is encrypted in transit and at rest, and we do not use it to train shared models. We are not yet SOC 2 certified. Certification is on the roadmap; the controls every deployment ships with are listed on the security page.
A guided move off the billable hour.
Billswarm sits upstream of the billing tools you already run and replaces none of them. It reads the WIP and sorts each line into in-scope, out-of-scope, or advisory; your firm carries that split into Axcess Practice, TaxDome, Karbon, Canopy, Ignition, or Aiwyn, whichever it bills from. Those tools get cleaner input, and your firm gets the breakdown a fixed fee needs.
Deployed in your environment
The application runs in your firm's own cloud and network. You own the deployment; we keep it improving.
Priced as a deployment plus hours
A one-time deployment fee, a per-page rate as you run it, consulting by the hour or in discounted hour packages, and cloud costs billed to your own account. No subscription and no per-seat fees.
Calibrated with your billing partner
We set up your firm's taxonomy, the service codes and scope definitions, by hand with your billing partner in the room.
Off hourly, one engagement type at a time
We work the migration with you. Fix-price one engagement type and bill its out-of-scope and advisory work on top, then take the next.
See your WIP split for fixed-fee billing in a 20-minute demo.
We walk you through the console on a sample batch and show the split as your billing partner would see it. When you’re ready, we deploy into your firm’s own cloud and network and, under NDA, run a month of your WIP or a redacted sample there. There is no signup form.
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