"XCM is an automated workflow solution
for the accounting profession."

Solutions: Accounting Workflow

Accounting Workflow

Xpitax Outsourcing

"How can I
maximize profits
using the same
inefficient antiquated
manual workflow
process we have
used since inception."


XCM’s patent pending, web-based process automation solution for the CPA profession increases efficiency, productivity and profitability within a CPA firm. Our workflow technology virtually eliminates the need to manually move files throughout the office, provides instant access to client information, and reduces anxiety and stress during the busy season at the Partner, Professional Staff and Administrative Staff levels. With its cutting edge technology, XCM Solutions helps firms increase productivity in processing such work as tax returns, tax notices, financial statements and bookkeeping. The increase in productivity enables firms to assume a greater workload, ultimately resulting in increased profitability.

Every year, the CPA is faced with the same challenges

  • Valuable time is wasted manually searching workpapers for questions/ control sheet
  • Workflow consists of shuffling files from pile to pile
  • No central location for client information associated with the task
  • Preparation process is limited to physical office
  • Inability to quickly respond to client inquiries
  • Office chaos when attempting to locate a specific return
  • Lack of control and inability to balance staff workload and scheduling results in Office Manager frustration
  • Management is unable to quickly assess the firm-wide status of outstanding returns
  • Inability to track or know the status of a return at any given point in time
  • No formal notification that a person has been assigned work
  • Manual (inefficient) process to verify that all questions/review points have been cleared
  • Lack of control results in high stress and anxiety across all levels of the organization
  • Excessive hours required to complete workload result in low morale and high turnover/burnout
  • Inability to quickly analyze and assess inefficiencies without extensive research

Many firms attempt to solve these problems by using existing tracking software and/or document management systems. However, this is a band-aid approach, rather than a solution, because it fails to address the root of the problem. Tracking software and/or document management systems provide static snapshots of documents instead of dynamic, real-time, perpetual access to information. Document management and tracking solutions help locate documents, while a workflow solution provides all the pertinent information about a project, task or return, including but not limited to, the source documents along with being able to move the task or return seamlessly and electronically to someone else.

Through XCM, all these pain points are eliminated with the click of a button. Information concerning the return or task is instantly accessible. Returns and tasks are moved effortlessly through your office with a click of a mouse, knowing at all times who has the return, what questions need to be resolved, who has ever worked on the return and how the return was shipped. The person who receives the return or task is automatically notified through email that they have been assigned the return or task and it automatically is displayed on the person’s personalized home page ready to be completed. XCM is truly the engine that drives your office to make you more productive and profitable.