Have a real-time view of all work—from linear recurring processes to complex parallel inter-dependencies.
Gain 360° visibility to work, regardless of role and across projects—with real-time data rolling up into actionable and customizable reports.
XCM is proud to be the industry process experts in tax, accounting, finance, and operations to increase your productivity and capacity through our workflow and productivity enablement platform. We enable professionals to get more done with less.
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Learn more about XCMworkflow management software for corporate tax, accounting, and finance professionals.
Learn more about the award-winning XCMworkflow software for firms of all sizes and specialties.
XCMworkflow 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.
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.
Experienced Xpitax professionals are trained to prepare quality returns, helping you reduce busy season burnout, increase customer satisfaction, and optimize profitability.
Learn how visibility affects your tax team in this 1-page infosheet.
Learn how visibility affects your finance (FP&A) team in this 1-page infosheet.
Building strong cultures and future-focused strategies are critical for success and require time. If accounting and finance professionals are busier than ever—and they are—where will that capacity come from?
Excel has been the default method to track work in many organizations – but XCMworkflow lets you coordinate, track, and manage the work for every project, both at a macro and micro level.
Learn how top leaders have gained control over the chaos to achieve high business performance and position their businesses for growth, despite ongoing business challenges.
Visibility is key in growing your business. If you can measure it, you want it tracked and available to management at all times via these three categories.
Your guide to proven strategies that help energize your staff and build an engaged, productive workforce.
Learn how visibility affects your audit team in this 1-page infosheet.
XCM offers an Engagement Summary Report that contains the data you need to quickly
analyze engagement status and results.
Learn how visibility affects your accounting team in this 1-page infosheet.
Guest speaker, Randy Johnston, focuses in on key trends including the observed shift in workflow adoption patterns, shift in attitudes about workflow software and how workflow is a key enabler for positive change in growth of services, revenue generation and cost control.
Workflow inefficiency is prevalent among firms of all sizes. Find out how business process management can help firms address widespread challenges.
Understand the benefits of improving or refining your business processes using measures derived from the fourth annual Accounting Firm Operations and Technology (AFOT) Survey.
Hear from Mike Sabbatis, COO of XCM™ and Jim Bourke, Partner, CPA.CITP of Withum to learn how to increase workforce capacity and productivity while creating a more energized and engaged workforce leveraging workflow automation technology.
Hear Mike Sabbatis, COO of XCM™ and Sherman Wilson, Senior Manager at KPMG walk through a tax, finance and accounting professional’s roadmap.
Hear how a 360° XCM view provided the insight these clients needed to make resource adjustments or changes.
XCM is the premier productivity enablement and workflow platform for tax, accounting, and finance professionals that enables you to get more out of your human capital and the point technology solutions you deploy in your business.
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 new files are available.
Learn more about the award-winning XCMworkflow productivity enablement software for tax, accounting, and finance professionals.
Best practices on using automated workflow, including examples for individual tax engagements.
Learn how you can get started with productivity enablement via a 5-step implementation program that can be rolled out in just six weeks.
Learn about Santora CPA Group’s final step to a completely paperless office.
Firms using XCM can refer their clients, helping them achieve productivity enablement via award-winning workflow automation.
This infographic offers a side-by-side view of the benefits your workflow solution should deliver across all levels of your organization.
This overview details four on-demand webinars you can view to understand how XCM’s workflow solution streamlines a company’s tax, accounting, and finance departments to significantly increase efficiency and capacity.
This infographic looks at the four quads of Productivity Enablement: Visibility, Control, Flexibility and Accountability. Learn how these key areas can lead to a more productive team or department via supporting statistics and insights.
Hear XCM Solutions President Glen Keenan, CPA describe the benefits firms experience using Xpitax.
Optimizing these four areas can lead to better organizational productivity across departments.
This infographic offers a side-by-side comparison of a Workflow Solution and Excel Spreadsheet to show why it may be time to rethink some processes.
A recent study conducted by Bay Street Group shows a strong relationship between high performance and a firm’s view of technology as a strategic asset, and uncovered significant gaps between high and low performing firms in key areas that can serve as a guide for success.
Learn how this company’s partnership with XCM prepared a team for any situation—from managing tremendous volume to unforeseen staffing changes.
Learn about four new imperatives that can help you create a culture of continuing improvement across departments.
Dustin Hostetler, Founder & Principal of Flowtivity, and XCM's Director of Client Development, XCM Solutions review common process inefficiencies at firms and share Lean Six Sigma best practices for improving productivity.
This questionnaire will emphasize productivity opportunities with a workflow solution and clarify how your organization’s current solution compares.
Hear Sandi Holtzman, CPA describe how XCM helps her company prepare 100 partnership entities that flow out to 60,000 tax returns for the individual investors in Jamestown.
Join Mike Sabbatis, COO at XCM Solutions, as he shares five strategies to help your tax department add even more value to your company.
Your guide to understanding workflow, why it’s critical to firm success, and next steps for implementation.
Gain visibility to the five key factors your company will want to consider to help ensure a successful merger or acquisition.
This workbook explores the idea of “status quo bias” and how it can be overcome to ensure your current workflow process is delivering the productivity results you need.
XCM COO Mike Sabbatis presents an iterative approach to budgeting that offers more accurate results and greater flexibility.
Learn how to manage expenses with full visibility to each project and its respective inter-dependencies on people, processes, technology, and data.
Mike Sabbatis, COO at XCM Solutions, and Vijay Ramakrishnan, Sr. Product Manager at Intacct, offer a pragmatic approach to streamlining the monthly close process.
Join XCM's Shannon Keane, CPA, for this 1-hour webinar on how to reevaluate and improve overall management of the audit process.
Discover what workflow means to today’s firm. Randy Johnson presents findings from the second annual Accounting Firm Operations and Technology Survey conducted by NMGI and Insight Research Group.
Overview of XCMworkflow and XCMscheduler software release.
Learn how this 400-person firm implemented XCM to automate workflow across its entire tax practice in just three weeks.
For years, audit professionals have relied heavily on engagement management systems as a stand-alone solution to support the broad A&A process. However, even the most robust of these systems can’t provide visibility over the lifecycle of an engagement.
Learn how this 1,500-person firm gained clarity, maximized staff capacity, and achieved a paperless tax workflow with XCM.
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.