XCMscheduler
XCMscheduler

Gain visibility to who has what task, and what new projects can be anticipated. XCMscheduler lets you take real-time, data-driven action on resource allocation and calendaring, helping you exceed client expectations and grow your business.

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XCMscheduler

XCMscheduler takes activity data from XCMworkflow to forecast your daily workload for real-time work assignment.

Resource Allocation Scheduling (RAS) lets you find availability based on role, skill level, work assigned, anticipated work, as well as budgeted or remaining hours, to more efficiently and effectively manage your team.

Calendar-Based Scheduling (CAL) helps you assign jobs that have a specific beginning and end point and integrates with your Outlook calendar for a seamless experience.

Features & Benefits

Visibility

Visibility

See who has what now, what's coming, and what's anticipated—based on historical data from your own business operations.

Accountability

Accountability

Ensure all due dates are met and assign new work to the appropriate person based on role, experience, expertise, and availability.

Flexibility

Flexibility

Foresee and quickly address potential staffing and/or scheduling conflicts—so you can resolve issues before you even have them.

Control

Control

Balance team workloads by dynamically assigning work based on current and anticipated availability—according to role, experience, and expertise.

Productivity

Productivity

Find the right resource for the task based on role, skill level, and availability to efficiently and effectively accomplish more with the resources you have.

Profitability

Profitability

Plan busy periods in advance and take advantage of opportunities to accept new projects, creating a framework for strategic growth.

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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.
View More about "XCMscheduler"

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.
View More about "XCMmobile"

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"
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.

Get Started: Request a Demo