XCMportal
XCMportal

This complete solution for convenient collaboration integrates with XCMworkflow so that you and your staff can securely upload and download information to a portal, in accordance with your established processes.

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XCMportal

Clients expect you to safeguard sensitive financial information, even when you offer convenient digital collaboration. Using email to share files may put client information at risk—in fact, several states have already passed legislation prohibiting the sending confidential information through unencrypted email.

XCMportal is fully integrated with XCMworkflow, making it a seamless part of your daily work. Easily upload all file types, along with questions and other information. File availability is managed via notifications, and tracked effortlessly until received.`

Features & Benefits

Visibility

Visibility

See immediately when requests are fulfilled, and easily view any client documents that have been securely uploaded or downloaded.

Accountability

Accountability

Give your staff a secure space for client uploads and downloads—keeping the work moving forward to completion and offering world-class client service.

Flexibility

Flexibility

Empower clients to safely share sensitive financial information with you and your team—from anywhere, at any time.

Control

Control

Safeguard confidential client information in accordance with all laws, instead of relying on email (which can be siloed as well as less secure).

Security

Security

Access XCMportal securely through any web browser, allowing quick and easy file transfer without sending confidential information through unencrypted email.

Productivity

Productivity

Enable an efficient and convenient paperless workflow through secure collaboration with clients, team members, and business associates.

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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, and across multiple offices. Our solutions include XCMworkflow, XCMscheduler, XCMportal, XCMmobile, and Xpitax™ Outsourcing—all designed by tax and accounting business 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.
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XCMmobile

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

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

XCMmobile

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

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.

Tax OutsourcingCAS Outsourcing

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.

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