First Line Manager
First Line Managers

Get better control over your own work and cross-functional projects by enabling a more consistent and efficient workflow—empowering you and your team to work more productively.

Get Started: Request a Demo

First Line Manager

First Line Manager Challenges

Whether you manage one or hundreds of accounts or projects, you need visibility and control. You worry about missed deadlines, because it’s not always easy to locate and manage the documents and applications that contain the data you need to keep everything on track.

It is difficult to have immediate insight to who has what and in which step of the project within your team. You need to empower your team to work more productively, reduce overtime, and minimize burnout.

XCM Is Productivity, Simply Enabled™

XCM gives you instant, real-time access to the status of all your work from your customized MyView home page, as well as visibility to your team’s work. This helps you more effectively manage work and ensure nothing slips through the cracks.

You can easily take action on the work assigned to you directly from MyView. It’s easy to transfer responsibility and post or respond to questions. Whatever the appropriate next action is according to your established processes, you can take that action—without physically moving paper around your office, sending unanswered emails, or leaving messages for your team.

Benefits for First Line Managers

Visibility

Visibility

Gain a management-level view across the tools you use to manage client transactions with dashboards that deliver real-time visibility to your work.

Accountability

Accountability

Increase accountability by ensuring all due dates are met, and give your staff the confidence that nothing will slip through the cracks thanks to XCM.

Flexibility

Flexibility

Enable smooth transitions from one resource or department to the next, and keep up with the pace of organization's changing deliverables.

Control

Control

Take control of your work via a real-time view of all work in progress at the individual, departmental, and/or firm-wide level.

Productivity

Productivity

Assign work based on role, skill level, work assigned, work anticipated, budgeted, and remaining hours to more efficiently and effectively manage team productivity.

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 Solution

XCM helps users maximize resource utilization and efficiency. It simplifies project tracking, and enables flexible process management at the individual, departmental, office, and/or firm-wide level. XCM collects data on your processes, tasks, and projects and delivers actionable intelligence you can use to compare performance year-over-year, and to more effectively manage day-to-day activity.

Click below to learn how XCM can be part of the solution for your firm or tax department:
 

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