is a robust web application that handles the entire workflow process within an accounting firm. Whether you use XCM to process your in house returns or use it for both in house and outsourced returns, you are in control of the workflow from login to shipping, including the troublesome e-filing process. XCM facilitates and accelerates the routing, preparation and completion processes of the return/task. Partners and Managers have instant access to client information when they need it and when their clients demand it. The increased productivity results in more time for you to manage your most important asset--your staff. A manageable workload for staff members results in an easier, less stressful busy season.
is the web application that controls the workflow process for firms that want a simple, yet effective way to outsource returns. XCM Outsource is a four step process that allows you to submit a return to outsource, communicate with your team of outsource professionals, download the completed returns and finalize the preparation process. XCM Outsource makes the outsource process easy and intuitive.
XCM and XCM Outsource are solutions that were designed and developed by CPAs that understand the accounting profession--the pressures, the anxiety, the stress accountants go through every busy season. We also understand how work is processed in a paper and paperless environment. The end result is that XCM and XCM Outsource provide management tools that are unique to the industry and allow CPA firms to organize a generally disorganized workflow process.