XCM Acclerated Workflow Automation
XCM™ for Mid-Size and Large Firms
XCM Solutions flagship workflow management software XCM™ was developed with mid-size and larger firms in mind to help you work more efficiently and productively, and to help facilitate the transition to a paperless work environment. XCM is a complete workflow management system that empowers firms to manage all types of work firm-wide, within all departments and across multiple offices.
As a standalone software solution, XCM works well with various practice management, document management, due date tracking, budgeting, and time and billing applications, while it encompasses aspects of each of these technologies critical to delivering a comprehensive view of all work within the firm and its status within the defined processes. This knowledge is necessary for resource management, client management and workload management at the individual, partner and firm administrator levels.
XCM’s features for larger firms include:
- Robust client service and management capabilities, including a centralized information repository for all project specific information and knowledge, one-click advanced search, and a full suite of client and management report templates;
- Integration with CCH ProSystem fx® Document and Windows® Explorer giving firms real-time access to important client documents as the work moves intelligently through the office or across multiple offices, enabling greater efficiency and productivity;
- Expanded workflows that offer firms a turnkey solution customized to fit all types of work completed within the firm, including tax, A&A, bookkeeping, proposals, and operational functions such as large-scale IT initiatives;
- Intelligent automation of repeating activities through recurring tasks capability;
- Firm Specific Jurisdictions that enable the creation of custom due dates and extensions with global application across the firm for significant time savings;
- And, Accounting & Audit compliance and reporting capabilities to track all information required for engagements, including an extensive sign-off page, ability to track 45/60 day requirements, partner rotation, reporting and scheduling dates, among other things.