XCMworkflow Customer Testimonial: Sandi Holtzman, Jamestown

XCMworkflow Customer Testimonial: Sandi Holtzman, Jamestown

Hear Sandi Holtzman, CPA describe how XCM helps her company prepare 100 partnership entities that flow out to 60,000 tax returns for the individual investors in Jamestown.

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.

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