See it work
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 and ready to export to the billing tool you already run. You fix-price the scope and bill the extras on top. Every decision is logged.
The Billswarm console, composed live rather than screenshotted.
Run it yourself
Run the review in your browser.
This is the actual review surface. Click any line, or press Run review, and watch it work: the in-scope lines settle and the out-of-scope and advisory work lifts out, each one carrying the rationale a billing partner reads before deciding.
Interactive, keyboard-operable, and nothing leaves your browser.
Select a line to review it
Six of 317 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.
The problem
AI is collapsing the billable hour.
faster WIP close once the in-scope, out-of-scope, and advisory split is automatic instead of hand-sorted. One design-partner pilot.
buckets every WIP line falls into: in-scope, out-of-scope, advisory. Today a partner sorts them by hand before billing.
tools today that split a CCH Axcess WIP into the buckets a fixed-rate model runs on.
As AI makes tax and accounting work faster, hourly billing earns a firm less for the same value delivered. The model is breaking. The firms getting ahead of it move to fixed-rate pricing, where revenue stops being tied to hours.
That shift turns on one piece of work. Every month, CCH Axcess exports a multi-client WIP, and before any of it becomes an invoice someone reads every line to pull out the out-of-scope and advisory work from the in-scope engagement. It is the split a fixed-rate model runs on, and today it is done by hand: slow, and easy to under-capture.
Billswarm reads the WIP export and separates every line into in-scope, out-of-scope, and advisory, tallying each. You fix-price the engagement, bill the extras on top instead of losing them in the scrub, and the close drops from hours to minutes.
Bill the value, not the hour.
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.
Questions
What firms ask first.
Six questions we field on every demo call. If yours isn’t here, the email is at the bottom of the page.
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 email or upload one PDF. We process it. You get back a per-client annotated PDF plus a master XLSX, usually inside two minutes. No API keys, no migration, no schema mapping.
How is our client data handled?
Each firm is isolated as its own tenant at the row level, 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. Over time we learn from your overrides, so the split gets tighter rather than noisier.
What does pricing look like?
Per-firm, per-month, based on client count. No per-seat fees, no per-flag fees. Pilot firms get the first 60 days free while we calibrate the taxonomy to your scope language. Email for a quote.
Get started
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, in our isolated environment.