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White Papers

Seven Habits of Highly Succesful Firms
A recent study conducted by Bay Street Group shows a strong relationship between high performance and a firm’s view of technology as a strategic asset, and uncovered significant gaps between high and low performing firms in key areas that can serve as a guide for success.

Case Studies

Berdon: Success with a Summer Software Strategy
Learn how this 400-person firm implemented XCM to automate workflow across its entire tax practice in just three weeks.

Bordeaux & Bordeaux: Creating a Growth Culture
Learn how this small, Charlotte-based firm's virtual team environment has helped its leadership focus on delivering higher value client service and greater growth.

Wiss & Co.: Implementing true workflow automation that delivers
Learn how Wiss & Co. is leveraging end-to-end digital workflow across its highly efficient multi-office operations for unprecedented productivity gains.


Brochure: XCM Workflow for Firms
Learn more about the award-winning XCM workflow management software for firms of all sizes and specialties.

Brochure: Xpitax for SOC 2 Compliant Outsourcing
Learn how Xpitax protects your client data when you outsource individual and entity returns and/or Client Accounting Services.

eBook: Demystifying Workflow - Roadmap to Firm Success
Your guide to understanding workflow, why it’s critical to firm success, and next steps for implementation.

Brochure: XCMportal for Secure Client Collaboration
Learn more about the XCMportal secure file transfer module for XCM users to safely collaborate with clients and third parties.

Brochure: XCMscheduling for Automated Resource Management
Learn more about XCM's integrated scheduling module for automated tax and calendar based scheduling.


Enhance Firm Operations with Lean Six Sigma's Approach to Process Improvement
Dustin Hostetler, Founder & Principal of Flowtivity, and Cathy Foley, Director of Client Development, XCM Solutions review common process inefficiencies at firms and share Lean Six Sigma best practices for improving productivity.

The Workflow Opportunity for Today’s Modern Firms
Discover what workflow means to today’s firm. Randy Johnson presents findings from the second annual Accounting Firm Operations and Technology Survey conducted by NMGI and Insight Research Group.