Resources for You

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White Papers

Building Your Bullet-Proof Plan for Paperless Practices
Going paperless is not a one-size fits all endeavor – you need to build a plan that’s right for your business. Learn from the successes and the missteps from practitioners who have maximized their paperless investments to achieve immediate gains for your business.
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Seven Habits of High Performing Firms
A recent study conducted by Bay Street Group shows a strong relationship between high performance and a firm’s view of technology as a strategic asset, and uncovered significant gaps between high and low performing firms in key areas that can serve as a guide for success.
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Case Studies

Berdon: Success with a Summer Software Strategy
Learn how this 400-person firm implemented XCM to automate workflow across its entire tax practice in just three weeks.
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Bordeaux & Bordeaux: Creating a Growth Culture
Learn how this small, Charlotte-based firm's virtual team environment has helped its leadership focus on delivering higher value client service and greater growth.
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Wiss & Co.: Implementing true workflow automation that delivers
Learn how Wiss & Co. is leveraging end-to-end digital workflow across its highly efficient multi-office operations for unprecedented productivity gains.
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Materials

Brochure: XCM Workflow for Firms
Learn more about the award-winning XCM workflow management software for firms of all sizes and specialties.
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Brochure: XCMportal for Secure Client Collaboration
Learn more about the XCMportal secure file transfer module for XCM users to safely collaborate with clients and third parties.
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Brochure: XCMscheduling for Automated Resource Management
Learn more about XCM's integrated scheduling module for automated tax and calendar based scheduling.
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