"XCM is an automated workflow solution
for the accounting profession."

About Us

"With XCM, I can eliminate stress and anxiety that normally come with the busy season."

"With XCM, I can eliminate stress and anxiety that normally come with the busy season."

XCM Solutions is a leader in the development of workflow solutions for the accounting industry. Our goal is to help our clients streamline their internal workflow process using simple and intuitive technology solutions. The results of using our solutions are that CPA firms can provide their employees with tools that will make their work environment more organized and efficient, allow them to access pertinent information with the click of a mouse, and relieve the stress associated with the busy season while at the same time making the firm more profitable.

XCM Solutions was born from an accounting firm that was one of the early pioneers in the development of the paperless office. In 1999, the accounting firm, KAF Financial Group became one of the first CPA firms in the country to fully adopt the paperless philosophy. It was through that understanding of the mix between technology and the process that Mark Albrecht, CEO first conceived XCM as the engine to support the totally paperless workflow solution used in his outsourcing company, Xpitax LLC. In the earlier stages, XCM was developed to handle the workflow for returns that were outsourced. However, Mark and his accounting firm envisioned a much greater use of the technology they developed. They determined that the same technology that allowed their CPA firm clients to outsource returns could be developed and used to support the entire workflow process that takes place in an accounting firm to make the accounting firm more efficient, more productive and more profitable. The end result was the development of their two products: XCM Outsource used to control the outsource workflow process and XCM used to control the in-house workflow process.

The Management Team of XCM Solutions are CPA’s and or have extensive work experience in the accounting industry. The combined knowledge of this group of people provide the company with a clear understanding of the issues facing the accounting firm on a daily basis and foresight to develop technology that can be used to overcome those issues. Our common goal is to help our clients streamline their internal workflow process using simple and intuitive internet solutions.