XCMmobile
XCMmobile

Gain immediate access to key areas of your XCMworkflow from wherever your busy life takes you. XCMmobile gives you remote access to essential productivity enablement capabilities from any mobile device.

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XCMmobile

View all tasks on your MyView page at any time, from at any location with XCMmobile. Search for projects to quickly see the status and associated information, or respond to questions that were assigned to you.

XCMmobile helps you move projects along in your workflow remotely and close completed checklist items. You can add points or knowledge to a client project, access project-specific details like due date, or sign off on completed projects.

Features & Benefits

Visibility

Visibility

Gain a 360° view into, and control over, your day-to-day tasks, projects, and associated information while you’re on-the-go.

Accountability

Accountability

Empower staff to take ownership by enabling them to quickly search for projects from any location, as well as see project status and respond to any questions.

Flexibility

Flexibility

Move projects along in the process, close completed checklist items, and sign off on completed projects—remotely, at any time.

Control

Control

Act on information in real-time. XCMmobile enables you to keep projects moving, because we understand you can’t be at your desk at all times.

Productivity

Productivity

Keep essential workflows for tasks and projects moving, without being limited by the need to be at your desk or by your computer.

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XCM Products

XCM offers a complete productivity enablement and workflow platform that empowers you to manage all types of work, within all departments, across multiple offices. Our solutions include Workflow, Scheduler, Portal, Mobile, and Xpitax Outsourcing—all designed by tax and accounting process experts to help you work more efficiently and effectively in a digital environment.

XCM is an open platform system that works horizontally across tax, accounting, finance, audit, and operations applications. We manage millions of processes per year, enabling professionals to complete more work, in less time, with greater quality. Our device- and browser-agnostic cloud solutions offer real-time anywhere, anytime access to work. Though we integrate with several popular tax and accounting packages, the real payback is through your greatest asset—your people.

XCM is the only productivity enablement and workflow platform endorsed by the AICPA, and complies with the controls and applicable criteria of the AICPA Trust Service Principles.

XCMworkflow

XCM is a scalable, cloud-based workflow automation solution that empowers tax, accounting, and finance professionals to gain greater clarity, control, and accountability over their projects, tasks, and deliverables.
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XCMscheduler

Integrated with XCMworkflow software, XCMscheduler delivers automated, real-time resource allocation for tax, accounting, and finance organizations. It also offers calendar-based scheduling that integrates with Outlook.
View More about "XCMscheduler"

XCMportal

Securely upload and download information to XCMportal in accordance with your established processes, and be notified instantly when files are available.
View More about "XCMportal"

Xpitax™ Outsourcing

Stabilize staff bandwidth with world-class Xpitax Outsourcing services. Experienced tax professionals can prepare returns, and CAS professionals can help with back office accounting projects.
View More about "Xpitax™ Outsourcing"

XCMworkflow

XCM is a scalable, cloud-based workflow automation solution that empowers tax, accounting, and finance professionals to gain greater clarity, control, and accountability over their projects, tasks, and deliverables.

XCMscheduler

Integrated with XCMworkflow software, XCMscheduler delivers automated, real-time resource allocation for tax, accounting, and finance organizations. It also offers calendar-based scheduling that integrates with Outlook.

XCMportal

Securely upload and download information to XCMportal in accordance with your established processes, and be notified instantly when files are available.

Xpitax™ Outsourcing

Stabilize staff bandwidth with world-class Xpitax Outsourcing services. Experienced tax professionals can prepare returns, and CAS professionals can help with back office accounting projects.

The Trusted Solution

XCM's productivity enablement and workflow platform has become a key piece of the technology equation for tax, accounting, and finance organizations as they move toward a real-time, on-demand environment.

Powered by advanced cloud technology, XCM centralizes tax, accounting, finance, and audit processes within a single platform for end-to-end, streamlined workflow management. The holistic view of all work-in-progress helps leading firms and tax departments balance workloads, proactively address bottlenecks before they become problems, and drive profitability.

By optimizing processes across your organization or department, you and your team will progressively perform at peak efficiency—equating to immense productivity gains, cost savings, and capacity expansion.

Get Started: Request a Demo