XCMapi
XCMapi

XCMapi offers the option to pull and push client, entity, task, employee, or time data from other software systems in real-time.

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XCMapi

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.
 

Features & Benefits: Click Here for Video Testimonials

Visibility

Visibility

Gain visibility to real-time status updates and information across management programs.

Accountability

Accountability

Enable accountability through comparisons of users, departments, and offices.

Flexibility

Flexibility

Add and edit client information in large batches.

Control

Control

Control what information can be exported and imported.

Productivity

Productivity

Use data from multiple systems to accomplish more with the resources you have.

Get Started: Request a Demo

XCM Products

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.

XCMworkflow

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.
View More about "XCMworkflow"
TaxAccounting/CASAudit

XCMscheduler

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.
View More about "XCMscheduler"

XCManalytics as a Service

Measure real-time productivity by using your business’s XCM data points created in a highly visual, fully interactive dashboard.
View More about "XCManalytics as a Service"

XCMapi

XCMapi offers the option to pull and push client, entity, task, employee, or time data from other software systems in real-time.
View More about "XCMapi"

XCMportal

Securely upload and download information to XCMportal in accordance with your established processes, and be notified instantly when files are available.
View More about "XCMportal"

XCMmobile

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.
View More about "XCMmobile"

Xpitax® Outsourcing

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.
View More about "Xpitax® Outsourcing"
Tax OutsourcingCAS Outsourcing

XCMworkflow

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.

TaxAccounting/CASAudit

XCMscheduler

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.

XCMmobile

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.

XCMportal

Securely upload and download information to XCMportal in accordance with your established processes, and be notified instantly when files are available.

Xpitax® Outsourcing

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

XCMapi offers the option to pull and push client, entity, task, employee, or time data from other software systems in real-time.

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