Robert Goodman Improves Client Service with XCM
“XCM has greatly improved the service we provide to our clients. We no longer feel the pain in our stomachs when a client calls during tax season. I have access to real time information, at my fingertips, to better service my clients. XCM has also eliminated the risk of a client slipping through the cracks and has given us a management tool that identifies bottlenecks before they become problems. The staff, after some initial trepidation, loves the program!!! The status of a return is a keystroke away… no need to frantically try to locate a client file!!! Keep up the good work!!
– Robert Goodman, CPA, Robert Goodman, P.C.