XCMapi is a group of application programming interfaces that allow users to integrate XCMworkflow and XCMscheduler with other software systems, such as practice management.
Regardless of the software, XCMapi offers the option to pull and push client, entity, task, employee, or time data from other software systems in real-time, to facilitate workflow, increase productivity, and inform reporting.
XCMapi authorizes developers to select which data can be connected to or extracted from XCM. It comes with software developers kit (SDK) and uses industry standard REST API capabilities to connect XCM with any other programs that leverage client, entity, task, employee, scheduling, or time information.
XCM offers a complete productivity enablement and workflow platform that empowers you to manage all types of work, within all departments, and across multiple offices. Our solutions include XCMworkflow, XCMscheduler, XCMportal, XCMmobile, and Xpitax™ Outsourcing—all designed by tax and accounting business 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 operations applications. 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 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.
XCM is a scalable, cloud-based workflow automation solution that empowers tax, accounting, and finance professionals to gain greater clarity, control, and accountability over their projects, tasks, and deliverables.
Integrated with XCMworkflow software, XCMscheduler delivers automated, real-time resource allocation for tax, accounting, and finance organizations. It also offers calendar-based scheduling that integrates with Outlook.
Gain immediate access to key areas of your XCMworkflow from wherever your busy life takes you. XCMmobile gives you essential productivity enablement capabilities from any mobile device.
Securely upload and download information to XCMportal in accordance with your established processes, and be notified instantly when files are available.
Stabilize staff bandwidth with world-class Xpitax Outsourcing services. Experienced tax professionals can prepare returns, and CAS professionals can help with back office accounting projects.
Tax OutsourcingCAS Outsourcing
XCManalytics as a Service
Measure real-time productivity by using your business’s XCM data points created in a highly visual, fully interactive dashboard.
XCMapi offers the option to pull and push client, entity, task, employee, or time data from other software systems in real-time.