Why Workflow Automation?

XCM visibility lets you allocate your resources where they are best utilized, improving efficiency and productivity while fostering an energized workforce.

Project Tracking

Address project tracking challenges for greater control. You'll be better able to accurately forecast project completion and identify bottlenecks, gaining back hours of non-productive time, every day.

Process Management

Avoid re-work and missed deadlines with easy-to-follow processes, instead of having to track down each person via email, phone, or in-person discussion to find out a status.

Actionable Intelligence

XCM tracks your data real-time and offers insightful, relevant, and readily available reporting that lets you use real-time data to make strategic decisions.

Outsourcing Services

Xpitax® offers preparation of individual and entity tax returns, as well as bookkeeping, audit support, back-office accounting, financial analysis, write-up work, and special projects.

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.

XCM Customer Testimonial: Jim Bourke, Partner, Withum

XCM Customer Testimonial: Karen Marshall, Senior Tax Manager, Mazars USA LLP

XCM Customer Testimonial: Withum, BerganKDV, Elliott Davis LLC, and Corrigan Krause CPAs

XCM Customer Testimonial: Michelle Mahle, Tax Operations and Innovations Leader, Elliott Davis LLC

XCM Customer Testimonial: Kayla Williams, Albero, Kupferman & Associates, LLC

XCMworkflow Customer Testimonial: Phuong Mayer, Tax Director, Petrinovich, Pugh & Company

XCMworkflow Customer Testimonial: Samantha Van Arnhem, Firm Administrator, Corrigan Krause CPAs

XCMworkflow Customer Testimonial: Brian Streig, Tax Director, Calhoun, Thomson + Matza, LLP

XCMworkflow Customer Testimonial: Christina Johnson, Tax Manager, BerganKDV

Xpitax CAS Outsourcing and XCMworkflow Customer Testimonial: Robin Thieme, Owner, KBS CFO

Xpitax Customer Testimonial: Harvey Susnick, Berdon, LLP

Xpitax Customer Testimonial: Jeff Seargeant & Gregg Kaufman, Waypoint Solutions

Xpitax Customer Testimonial: Mary Beth O’Mahoney, Schulman Lobel, LLP

Xpitax Customer Testimonial: David Schneyman, Friedman, LLP

See All Customers

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