Individual Contributor
Individual Contributors

Get the tools you need to see what tasks need to be completed, who has project components you need, and help address potential bottlenecks before they become problems.

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Individual Contributor

Individual Contributor Challenges

Your job is on the front lines at your firm or company, but how can you manage so many deliverables without letting anything slip through the cracks?

Maybe your job includes the preparation and review of federal and state tax returns. Maybe you also spend time researching federal and state tax laws and regulations, either for guidance or to provide tax planning services for clients. Maybe you represent individuals and businesses during government audits. Or maybe you are in a firm administrator role. What if there was a better way to get it all done?

XCM Is Productivity, Simply Enabled™

XCM helps you effectively manage deliverables, providing visibility of the work assigned to you, clarity around the sub tasks you are responsibility for, and flexibility to collaborate up and down the food chain without adding yet another meeting to your calendar. It is a central, single source of data and the tools you need to more effectively manage all work in progress across the organization. 

XCM automatically captures the movement of work through the office for every task processed, to provide a historic picture of department or firm performance. It also includes a full knowledge repository that allows you to capture pertinent data associated with each task, so your colleagues have clear instructions readily available.

Benefits for Individual Contributors

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 gain 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 keep 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 a dynamic, real-time personal "to do" list that empowers you to better manage your day—keeping projects on track, through to completion.

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