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XCMworkflow is:


Implement Process Efficiencies and Facilitate Work-Life Balance

XCMworkflow for Tax

XCMworkflow moves tax returns from preparer to reviewer, then through to sign-off, to ensure returns are completed accurately and effectively.

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XCMworkflow for Accounting/CAS

XCM enables CAS departments to manage each engagement through configurable workflows, processes, procedures, and terminology.

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XCMworkflow for Audit

XCM is for auditors managing multiple engagements through the scheduling, planning, wrap-up, and post-field work activities.

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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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Who We Are

XCM offers a complete productivity enablement and workflow platform that empowers you to manage all types of work, within all departments, across multiple offices. Our solutions include XCMworkflow, XCMscheduler, XCManalytics as a Service, XCMapi, and Xpitax Outsourcing—all designed by tax and accounting process experts to help you work more efficiently and effectively in a digital environment.

XCM is an open platform system that works horizontally across tax, accounting, finance, audit, and operational departments. We manage millions of processes per year, enabling professionals to complete more work, in less time, with greater quality. Our device and browser-agnostic cloud solutions offer real-time anywhere, anytime access to work. Though we integrate with several popular tax and accounting packages, the real payback is through the connectivity and efficiency gained by your greatest asset—your people.

XCM is the only productivity enablement and workflow platform endorsed by the AICPA, and complies with the controls and applicable criteria of the AICPA Trust Service Principles.

Customer-guided Development XCM Management Team