XCM Acclerated Workflow Automation
XCM is a very powerful application that includes features and benefits not found in tracking and/or document management solutions currently marketed to the accounting industry. XCM's features and benefits include:
- Control. Automated tracking and workflow for the entire preparation process. You control the process, rather than the process controlling you
- Flexible Design. Allows firms to mirror their actual workflow process within a Web application interface. Works horizontally with the firms current tax, document management, and practice management software
- Access. Easy access to the task information by simply accessing the user’s home page
- Custom Home Page. Each employee has a custom home page that acts as a detailed daily “to do” list, and includes the steps required to complete tasks keeping everyone organized and efficient
- Customized Reporting. Query-based reporting that users can filter and sort based on specified criteria in real time
- Work Load Balancing. The ability to see in real time the amount of work assigned to each person and be able to easily move work to others less busy
- Clearing House. A central area in XCM to post and answer tax return questions and review comments, keeping all information in one easy to find location
- Reminders. Various reminders are set throughout the application to help in the preparation process, so that nothing slips through the cracks
- Email Notification. Automated generation of emails from XCM to employees informing them of a status change on one of their client’s returns
- Taxpayer Emails. At the click of a button, automated population of email from the firm to the taxpayer, including questions posted in XCM by individual preparers
- Assembly Instructions. An area in XCM to be able to record your assembly and shipping instructions for your administrative staff, saving time throughout the process
- History. Detailed reports for each return that display all parties involved in completing the return, all actions performed on the return is routed, and the specific path and dates that the return is routed throughout the office
- Due Date Monitoring. On the home page and profile sheet, employees can see which returns have been extended, e-file information and detailed shipping information including who, how and when the return was delivered to the taxpayer
- E-file. A complete automated tracking and monitoring solution for the E-filing process from the time the consent form is mailed to the client to the time that the government acceptance form is received
- ASP based. Since this is a web application, all client information and reports are accessible remotely with an internet browser
- Secure. XCM is hosted by the third largest hosting facilitator in the world, insuring the highest level of security.