Solutions
XCM Solutions

XCM connects your people through process and technology, giving you the visibility, flexibility, accountability, and control you need to improve productivity.

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Solutions

Challenges Facing the Tax, Accounting, and Finance Profession

Some days, the effort required to gain visibility to where everything stands in your business seems impossible.

Regulatory changes are increasingly more complex, and you need to evolve your business as markets change. The pace of business is faster and more complex every day. Tax filings are always looming, financial statements and audits are continually in process, and your budgets and forecasts are in flux.

You want to remain competitive in attracting new talent, and in efficiently completing increasingly complex work. But mostly, you’re trying to stay ahead and keep track of the monthly or quarterly close, and other reports you need to deliver.

XCM Is Productivity, Simply Enabled

As a process integrator, XCM incorporates your existing technology solutions and provides clear, concise workflow for finance teams. Increased visibility and control give resources a clearly defined path for reporting, data collection, and other tasks. 

If a project is behind schedule, business leaders and managers can quickly see which resources are available to get the project back on track. With XCM reporting, managers can gain immediate insight to important performance metrics and deliver keen insight into strategic decisions.

Features & Benefits

Visibility

Visibility

Use XCM's 360° visibility to tasks and project status to empower your team to better manage their day and overall workload.

Accountability

Accountability

Gain a single view of work allocation by resource, allowing you to see utilization gaps or overages while managing the status of each.

Flexibility

Flexibility

Use customized mapping, statuses, and checklists to reflect your process rather than taking a “cookie-cutter” approach to use the system.

Control

Control

Create detailed process control with checklists that allow you to standardize specific activities related to the milestone statuses for each project.

Productivity

Productivity

Spend more time on data analysis than data collection with real-time XCM information available at your fingertips, which ultimately increases productivity.

Profitability

Profitability

Increase focus on more strategic imperatives to add more value to your practice as well as to your day-to-day work.

Benefits by Work Type

XCM lets you streamline accounting workflow and standardize your processes for reoccurring weekly, monthly, quarterly, and annual accounting functions. It automates processes to provide unparalleled visibility, clarity, and accountability. Reduce burnout by enabling staff to work more efficiently and effectively—and gain control over your practice via a real-time view of work in progress at the individual, departmental, office, and/or firm-wide level.

Click below to learn how XCM can simplify your other tax, finance, accounting, and audit functions:

Benefits by Role

XCM can help you gain visibility across all the tools you and your team use, to deliver a management-level view of all work in progress. Though we integrate with several popular tax and accounting packages, the real payback is through your greatest asset—your people. We manage millions of processes per year, enabling professionals to complete more work, in less time, with greater quality.  

Click below to understand how each role can benefit from XCM productivity enablement:
 

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