Our Products


Our family of solutions was designed by CPAs to help accounting professionals work more efficiently and effectively in a digital environment.

Learn more about how our solutions can help you improve productivity.

Workflow for Firms

XCM is a complete workflow management system that empowers you to manage all types of work firm-wide, within all departments and across multiple offices.

Workflow for Small Firms

XCM is a scalable, cloud-based solution that is designed to meet the needs of firms of all sizes and specialties, beginning with sole practitioners.


XCMscheduling integrates with your XCM workflow software to give you automated, real-time resource allocation functionality, essential for tax practices, and calendar-based scheduling, commonly used in A&A and other areas of the firm.

XCM Mobile App

XCMmobile gives users essential, on-the-go XCM workflow functionality from any smart phone or tablet.

Secure File Transfer Software

XCMportal integrates with your XCM workflow software to enable you and your staff to upload and download information to a secure, personalized portal when you need to according to your established processes.

PDF Toolbar for Accountants

XCMtoolbar is designed to help accountants more effectively work with PDFs. It’s a plug-in designed for use with Adobe® Acrobat® software to help accounting professionals prepare and review workpapers digitally in PDFs.

Tax Outsourcing Services

Xpitax helps you reduce busy season "burnout" and churn, increase customer satisfaction and most importantly, optimizes firm profitability.

Accounting Outsourcing Services

Xpitax Accounting™ enables firms of all sizes to offer their small and mid-size business clients a full suite of client accounting services, utilizing our bookkeeping and accounting professionals for routine work, while you and your staff focus on value creation.

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"XCM is an open platform web application that works horizontally across the CPA firm, no matter what tax, practice management or document management software is used. It serves as a catalyst to assist firms to capitalize on the benefits of a paperless office by seamlessly moving work and information throughout the office."

Gary Boomer
Boomer Consulting