XCMworkflow
XCMworkflow

Gain 360° visibility to real-time information on tasks, projects, and more with XCM’s award-winning productivity enablement platform.

Get Started: Request a Demo

XCMworkflow

XCMworkflow is a scalable, cloud-based system that helps tax, accounting, and finance professionals be more productive, through process and technology. We call this productivity enablement. Our clients gain visibility, flexibility, accountability, and control of work—including individual, firm-wide, within departments, and across multiple offices.

Designed by business process experts, XCMworkflow aligns with your existing technology investments, including transactional systems like GL, tax, or engagement. It integrates with practice and document management systems for one comprehensive view of work—without checking disparate tools and spreadsheets.

Features & Benefits

Increased Visibility

Increased Visibility

Manage deliverables and project knowledge in a central location to enable greater transparency and expanded visibility.

Accountability

Accountability

Automate workflow to ensure standardized best practices are followed, and that status details and process history are captured.

Flexibility

Flexibility

Use XCMworkflow’s secure, cloud-based platform and empower teams to access work securely from anywhere, at any time.

Control

Control

Employ standardized tasks and checklists to reduce compliance risks and audit concerns, building controls and sign-offs into each process.

Productivity

Productivity

Ensure you, and each team member, complete all assigned tasks with dynamic, real-time personal "to do" lists that help you better manage each day.

Profitability

Profitability

Increase ROI with full clarity into process timelines and tasks, through customizable reports as well as granular-level visibility.

Get Started: Request a Demo

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.
View More about "XCMworkflow"

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