Audit
Audit

XCM empowers you and your audit team to improve visibility, flexibility, control, and accountability with a real-time view of all engagements.

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Audit

Challenges Facing the Audit Profession

The audit lifecycle is ongoing. No matter where you are in the year, you are tracking key milestones in planning, fieldwork, and wrap-up for multiple engagements.

You keep detailed workpapers and capture everything in your engagement binders, but do you find yourself emailing different seniors, managers and staff to gain a consolidated view of projects? Is your budget compromised during the wrap-up phase, the technical review, and/or financial statement work?

XCM Is Productivity, Simply Enabled™

At any time, a manager or partner can use XCM to easily see the status of a project, who worked on it and for how long, how it moved through the office, and where it will go next.

XCM provides easy access to questions, issues and review points, engagement milestone tracking, and any pertinent task-specific knowledge—putting all structured and unstructured data right at your fingertips. Integration options provide easy access to relevant documents in your engagement system through XCM. 

By saving even just a few minutes on each step of the process with XCM, you could easily recoup more than 100 hours per person over the course of a tax season.

Audit Workflow Efficiencies

Visibility

Visibility

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

Accountability

Accountability

Assign specific responsibilities to team members, track progress, and empower your staff to manage their own workload.

Flexibility

Flexibility

Increase your ability to adapt to unanticipated events by reassigning audit projects or reallocating resource time with a single click.

Control

Control

Create a consistent process at the individual, department, office and firm level in order to focus attention on growing your business and delivering superior client service throughout the organization.

Productivity

Productivity

Reduce the number of non-billable hours spent on administrative functions and enable your professionals to work to their license level.

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:
 

Benefits by Role

XCM can help you gain visibility across all the tools you and your team use, to deliver a management-level view of all work in progress. Though we integrate with several popular tax and accounting packages, the real payback is through your greatest asset—your people. We manage millions of processes per year, enabling professionals to complete more work, in less time, with greater quality.  

Click below to understand how each role can benefit from XCM productivity enablement:
 

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