CAS Outsourcing
CAS Outsourcing

Xpitax Client Accounting Services (CAS) Outsourcing enables firms of all sizes to offer their small and mid-size business clients a full full suite of accounting services.

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CAS Outsourcing

Xpitax CAS Outsourcing lets you reduce human resource management by leveraging virtual team members whose technical skills align with your business needs. You have full-time access to your clients’ financial data at all times.

With CAS Outsourcing, you can cut client accounting costs by 25-35% and gain the flexibility to take on more CAS clients and projects.

 

Features & Benefits

Visibility

Visibility

With full-time access to clients' financial data, you can deliver strategic insights based on real-time information and add value to your practice.

Accountability

Accountability

Maintain clients' accounting projects in a central location that tracks the status of each engagement—enabling responsive client service.

Flexibility

Flexibility

Overcome staffing shortages by leveraging virtual team members whose technical skills align with your business needs.

Control

Control

Empower your practice to manage all client requests, with control over work prioritization, status, and issues management, as well as related team interactions.

Security

Security

Outsource with confidence that our qualified SOC 2 compliance and security will keep your project detail and client information secure at all times.

Productivity

Productivity

Remove repetitive tasks from partner and staff desks and empower them to practice at the top of their license, focusing on value creation.

Profitability

Profitability

Realize significant cost savings and help Client Accounting Services become a highly profitable line of business in your firm.

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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"

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"

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"

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"

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.

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

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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