"How can I
maximize profits
using the same
inefficient antiquated
manual workflow
process we have
used since inception."
Paperless Workflow
The average 20-person accounting firm wastes 1,500 hours every busy season costing the firm $225,000 on average in lost productivity due to the inefficiencies of a paper-based workflow process. [Measure your productivity with our free ROI calculator.]
Whether your firm is paper-driven or paperless, moving work through your office using paper files or routing sheets inhibits efficient workflow. XCM is the only solution that completely automates your workflow to solve this problem – making your firm more efficient, productive, and profitable.
Accounting Professionals Share Common Challenges:
- Valuable time is wasted searching for unstructured information (emails, handwritten notes, etc.)
- Workflow consists of moving files from pile to pile or papers from bin to bin
- Information is decentralized with each department using its own system
- Work processes are limited by physical office barriers
- Inability to quickly respond to client inquiries, wasting time and inhibiting responsive client service
- Lack of visibility and control necessary to effectively balance staff workload
- Inability to view the status of a task or all work in-house at any given point in time
- Ineffective or limited process control and compliance capabilities
- Disorganization and lack of control increase anxiety levels during busy periods
- Inefficient processes lead to lost productivity, increased work hours, and burnout
- Inability to easily assess work processes to adapt to changing circumstances
Designed by CPAs for the accounting profession, XCM is an intuitive, Web-based application that automates and standardizes processes for completing work across the firm and in all departments, including audit, tax, consulting, and human resources, in a single workflow solution.
XCM replaces the cumbersome and inefficient manual process of moving paper files through the office and centralizes important task information typically housed in disparate applications, paper files, and sticky notes - eliminating countless non-billable hours chasing returns or looking for files. Firms of all sizes use XCM as a strategic management tool to increase efficiency and improve customer service.
