What the billing partner actually sees.
A full batch comes back split. Every line is sorted into in-scope, out-of-scope, or advisory, each bucket tallied with its rationale.
Run the review in your browser.
A faithful recreation of the review workflow, on sample data. Interactive, keyboard-operable, and nothing leaves your browser.
Select a line to review it
Six of 300 sample lines shown · 3 carry exceptions
Select a line, or press Run review, and the exceptions surface here with their rationale, the way a billing partner sees them.
AI is collapsing the billable hour.
As AI makes tax and accounting work faster, hourly billing earns a firm less for the same value delivered.
lines in a typical monthly multi-client WIP export, each one hand-read today before any of it becomes an invoice.
buckets every WIP line falls into: in-scope, out-of-scope, advisory. Today a partner sorts them by hand before billing.
of the billing tools we've evaluated do this split upstream of the invoice.
For the billing partner
- The split is done for you: in-scope, out-of-scope, advisory.
- Every line carries rationale you can read in one sentence.
- Override, modify, or escalate. Every decision stays yours.
- Friday afternoons stop costing you a Friday afternoon.
For the firm
- The compliant-vs-out-of-scope split a fixed-rate model needs, ready on day one.
- Out-of-scope and advisory work captured for billing instead of lost in the scrub.
- Per-firm taxonomy built on your service codes and your scope definitions.
- Compliant hours still tallied, so firms on billable hours lose nothing.
What firms ask first.
Does Billswarm replace CCH Axcess Practice?
No. Billswarm sits upstream of your billing tool rather than in place of it. We read the WIP export Axcess already produces, split it into in-scope, out-of-scope, and advisory work, and hand the breakdown back to whoever generates the invoice, whether that's TaxDome, Karbon, Aiwyn, or Axcess itself.
What does the integration look like?
There is no integration. You upload the CCH Axcess WIP export — one PDF, nothing to integrate. You get back a master XLSX with every line's bucket and rationale, reviewable line-by-line in the dashboard. No API keys, no migration, no schema mapping.
How is our client data handled?
The application is deployed into your firm's own environment, so your data never shares infrastructure with another firm, and everything is encrypted at rest and in transit. We log every flag with the actor, timestamp, and rationale, in an append-only record that can't be edited after the fact. The Security page has the full posture.
How does Billswarm split the WIP?
Every line is sorted into one of three buckets: in-scope (the core engagement), out-of-scope (work beyond the engagement letter), and advisory (consulting work outside the signed tax-prep scope). Each bucket is tallied, and every line carries a one-sentence rationale you can read in under five seconds.
Can we override or move a line to a different bucket?
Yes, and overriding is the whole point. Billswarm proposes the bucket; the billing partner decides where each line belongs, and every decision is logged. Your overrides land in the audit trail, and we use them to tune your firm's taxonomy with you.
What does pricing look like?
A one-time deployment into your firm's own environment — you own the deployment — plus a monthly maintenance retainer that keeps it improving. No per-seat fees, no per-flag fees. Email for a quote.
See your WIP split for fixed-rate billing in a 20-minute demo.
We’ll run the console on a sample batch, then on a month of your own WIP or a redacted sample when you’re ready: after the call, under NDA, deployed in your firm’s own environment.