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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 suite of accounting services.

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CAS Outsourcing

Xpitax CAS Outsourcing is for firms that are looking to leverage virtual team members who are highly trained in technical skills that align with business needs. Too often firms get stuck in a situation where they cannot grow because of staffing shortages and the high cost of replacement and retraining when they lose valuable employees.

With CAS Outsourcing, you can cut staffing costs by up to 70% and continue to grow revenue, acquire new clients, achieve better utilization, standardize business processes, and deliver a higher level of client service.   

Productivity, Simply Enabled® 
Xpitax CAS Outsourcing enables your firm to focus on growth opportunities and spend more time advising business clients.

The use of XCMworkflow in tandem with Xpitax CAS Outsourcing offers your firm an easy way to communicate across partner groups, service lines, locations, and/or departments. 

Unlike other solutions, Xpitax CAS Outsourcing offers 24/7 real-time access to all client task information through XCMworkflow. And, you will be partnering with an experienced, trusted partner with more than 12 years of CAS outsourcing experience.

Features & Benefits: Click Here for Video Testimonials

Visibility

Visibility

View real-time status at any time, from anywhere, of all work within your firm.

Accountability

Accountability

Assign specific responsibilities to team members, track progress, and empower your staff to manage their own workloads.

Flexibility

Flexibility

Manage multiple tasks and projects for the same client, adhering to all critical due dates.

Control

Control

Increase your firm’s efficiency and effectiveness through standardized processes and workflow.

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

Instead of following up on work status, increase your efficiency and shift focus to growing your business and delivering superior client service.

Profitability

Profitability

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

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