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Our Users by Role

Designed by CPAs for the accounting profession, the XCM workflow automation software benefits all users in all roles across the firm and in corporate tax and finance departments.

How will XCM help you? Learn more about XCM's advantages for...

Managing Partner
You’re concerned about profitability. Everyone is working hard and volume is up, but realization is not what it should be. Learn how XCM can help you get a better handle on your business and boost productivity firm-wide.
Too much time is wasted trying to learn the status of your jobs when a client calls. You pride yourself on delivering high quality client service, but you dread picking up the phone during busy periods. Learn how XCM can empower you to deliver proactive client service and get better control over your practice.
Managers & Staff
You know you have a lot to do, but where do you start? Your inbox is a mess and, even though you worked late, it doesn’t look like you crossed anything off yesterday’s to-do list. Learn how XCM can help you be more productive by giving you better control over your work.
Firm Administrator
Your job keeps everything running smoothly across the firm, but how can you manage so many deliverables without letting anything slip through the cracks? Learn how XCM gives you the tools you need to see where everything is and to act on it, so you can anticipate and address potential bottlenecks before they become problems.
Corporate Tax & Finance Professionals
Your department manages a lot of deliverables critical to the company’s overall financial health. But, you’re viewed as overhead and are therefore being pushed to do more with fewer resources. Learn how XCM gives you better control over your deliverables and helps you streamline your processes so you and your team can be more productive.