Primary Business Leader
Primary Business Leaders

Gain 360° visibility across your firm or company and see who’s available for new projects, know who’s accountable to get the job done, and understand when a project will be completed.

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Primary Business Leader

Primary Business Leader Challenges

You spend most of your time at status update meetings or tracking down information you need to make key decisions—leaving you with less time than you’d like for high-value activities.

Because you depend on others for the information you need, detailed collaboration with teams across the organization is an imperative. You need to have your finger on the pulse of your department or firm so that your work remains data-driven.

XCM Is Productivity, Simply Enabled™

XCM gives you a complete picture of all work in progress with just a click of a button. Real-time workload balancing ensures full utilization of staff and enables you to easily make adjustments accordingly. 

With XCM, you can easily see how busy season is progressing, for example, eliminating uncertainty and empowering you to compare performance from year to year, and create accountability at each level in your organization.

Benefits for Primary Business Leaders

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, providing transparency to your organization's changing deliverables.

Control

Control

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

Productivity

Productivity

Build validation and signoffs into your workflow, and you gain a clear path to a more productive office.

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