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XCM Solutions Unveils Major New Release at User Conference

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The 2015 Release Sets a New Standard in Workflow Automation Software for Accounting Professionals

Braintree, Mass. – June 15, 2015 – XCM Solutions, LLC, the leading provider of cloud-based workflow solutions for the accounting profession, today unveiled the much-anticipated 2015 release of its flagship XCM workflow automation software and integrated scheduling module to an enthusiastic audience at its annual user conference in Boston. The new release, available starting in July, uses the advanced technology of HTML5 to deliver a more consistent and powerful user experience across all major browsers, platforms, and devices.

“We’ve always drawn our inspiration from our users,” said Mark Albrecht, CEO and Founder of XCM Solutions. “Their input and insight propels us to continuously innovate to deliver software that helps practitioners solve real business problems. This release represents that commitment to customer-driven development - together we’re raising the bar in workflow automation for the profession.”

The redesigned XCM workflow and scheduling solutions feature a streamlined, easy-to-navigate look that puts important information at users’ fingertips. Features like Quick and Advanced Search capabilities, My Reports, and interactive Dashboards give users instant access to data and insight they rely on most, such as due date summaries, average turn-around time, and yearly comparison reports.

Slide menus combined with more comprehensive screen views empower users to easily navigate to exactly the information they need in real-time with one click, saving time and giving them the flexibility to digitally store, print or export to Microsoft® Excel® all the information related to a job.

“I’m really excited for the new release and am impressed with what I’ve seen – from the cleaner look to the simplified navigation and the new functionality,” said Ben Westbrook, Manager of Tax Administration & Scheduling at Friedman LLP. “It looks really nice – that may sound superficial, but that matters when you have 380+ people at the firm using it. And, giving partners real-time, on-demand access to their client work in a graphical dashboard every time they log in – that’s powerful; that can change your whole season.”

In addition to a more intuitive design, the new release delivers more powerful functionality including site-wide capabilities, like in-line editing and drag and drop, to further improve usability. It also delivers greater customization and optimized controls to make managing processes in all departments across the firm easier and more efficient. A new action bar is designed to give users more power in managing processes and manipulating the large volume of tracking, due date, and management data produced by partners and staff moving work through automated processes in the XCM software.

Designed by CPAs for the accounting profession, XCM is an intuitive, cloud-based application that automates and standardizes processes for completing work throughout the firm and in all departments, including audit, tax, consulting and human resources. XCM is the only standalone work-management solution for the entire firm, and was selected by the AICPA as its preferred provider for firm-wide workflow solutions.

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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