The Tax Club Selects XCM Workflow to Streamline its Tax Compliance Processing
October 18, 2006 - XCM Solutions LLC, the leader in providing workflow solutions to the accounting industry, today announced that The Tax Club, an innovative, technology-driven financial services firm , has chosen XCM as its workflow solution to drive work through their office. XCM’s web-based automated workflow solution will facilitate the Tax Club’s move toward a paperless office, and enable them to make their tax processing more efficient, productive and profitable.
The Tax Club processes more than 10,000 tax returns each year. Their profitability depends on the efficiency of their workflow. Before implementing XCM, they used a paper-based processing system that was slow, cumbersome and disorganized. Client service suffered because it was difficult and unwieldy to keep track of the status of each return given the high volume particularly during busy season. Dan Parker, Director of Operations for the Tax Club, states:
We always knew we needed a solution, but there was never an automated workflow solution until XCM. XCM workflow was a perfect fit in allowing us to standardize our tax processing and maximize our employee resources by providing them an easy to use workflow solution to increase their productivity. XCM was the answer we were always looking for.
The Tax Club (www.thetaxclub.com) specializes in personalized, professional tax preparation and tax strategies for both individuals and small and home based business owners. The Tax Club has developed and implemented a secure, encrypted online Tax Portal created to facilitate the transmission of documentation between clients and the company. The tax division is located on the 60th floor of the Empire State Building in New York City.
XCM Solutions LLC provides CPA firms with patent pending, web-based process automation solutions that increase efficiency, productivity and profitability. Our workflow technology virtually eliminates the need to manually move files throughout the office, while providing instant access to client information. This visibility to workflow helps to reduce anxiety and stress during the busy season at the Partner, Professional Staff and Administrative Staff levels. With its cutting edge technology, XCM Solutions helps firms increase productivity in processing tax returns, tax notices, financial statements and bookkeeping. The increase in productivity enables firms to assume a greater workload, ultimately resulting in increased profitability.
Contact:
Glen Keenan
President
XCM Solutions LLC
781-303-0136
Info@xcmsolutions.com
www.xcmsolutions.com