Project Tracking
Project Tracking

Address project tracking challenges for greater control of and instant access to important information for accurate forecasts, bottleneck identification—and to ultimately gain hours of non-productive hours back, every day.

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Project Tracking

Gain a 360° View of Your Projects

XCM establishes control over your outcomes—across departments, roles, and functions, by ensuring timely completion of process steps, within a predefined order, and with checklists that ensure nothing slips through the cracks. It also helps you mitigate compliance risks and audit concerns by building key controls and sign-offs into each process. 

XCM Is Productivity, Simply Enabled™

When you have the information you need to set realistic, attainable, and strategic goals, you position your business to remain competitive and you energize your workforce.

XCM gives employees the tools they need to better track their projects, holding them more accountable and reducing work-related stress. You gain greater control, visibility, accountability, and flexibility—resulting in greater productivity across projects.

Features & Benefits

Visibility

Visibility

Track recurring and ad hoc projects in a central location to reduce errors and missed deadlines, and gain real-time visibility to key project details.

Accountability

Accountability

Ensure all due dates are met, and give your staff the confidence that nothing will slip through the cracks through XCM's 360° visibility across project and task status.

Flexibility

Flexibility

Use full visibility to workflows across a firm, department, or across multiple offices to reassign work to staff in other locations—keeping your projects on track.

Control

Control

Address the challenges of manual process management and gain instant access to real-time information that is critical for compliance and accurate work completion.

Productivity

Productivity

Give yourself and each team member a dynamic, real-time personal "to do" list that empowers you to better manage your day—keeping projects on track, through to completion.

Profitability

Profitability

Optimize processes across your firm or tax department, and progressively begin performing at peak efficiency—equating to immense cost and time savings.

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