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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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Watch this on-demand webinar to learn how Xpitax® Tax Outsourcing can help increase your firm’s productivity as well as reduce tax season compression, and why more firms are turning to outsourcing to facilitate business growth.
This introduction to XCM includes an overview of XCM products and services for corporations and public accounting firms.
Learn more about XCMworkflow management software for corporate tax, accounting, and finance professionals.
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.
The hurdles to building a CAS practice can be formidable, especially when potential clients are in a cost-cutting mode and don't understand the value of CAS. Download this white paper to learn how building a CAS practice the right way can increase firm profits and set up clients for success.
Outsourcing tax prep internationally has been common practice for many years, but many misconceptions remain. Read this recent e-book to learn more about the myths and facts of international tax outsourcing.
Part of a NASBA certified CPE Sponsorship, the XCM Solutions Productivity and Business Process Management survey asked more than 1,000 firm members of varying positions what they would recommend to improve business within the firm. Click here to see the results and how XCM Solutions can improve business process firm wide.
Click here to learn what industry leaders said are the key business challenges keeping them up at night and how XCM Solutions can help alleviate those business challenges.
Watch this on-demand webinar to learn how to fully utilize Xpitax® Tax Outsourcing during busy season.
Read this webinar summary to learn about how to achieve collaboration, visibility, flexibility, accountability and control firm wide and steps to prepare for a transition to agility and a roadmap to the “next normal”.
Download this infographic to learn why firms like yours are leveraging Xpitax® Tax Outsourcing during Tax Season.
Watch this on-demand webinar to learn how leveraging a cloud-based workflow automation platform within your firm will allow you to create more capacity to focus on the growth of your CAS offerings.
Read this webinar summary to learn about digital best practices in accounting firm production and strategies firms are using to scale and monitor their practice.
Leveraging technology within a distributed environment is the key to success. Learn how the right workflow technology can assist your firm through the multiple phases of the Audit process.
Click here to learn more about the benefits Xpitax® Tax Outsourcing will bring to your firm, staff, client, quality and security.
Watch this on-demand webinar to hear from Mark McAndrew, XCM’s Vice President of Consulting Services, about how to leverage workflow automation and data analytics to improve process efficiency and identify opportunities to increase performance.
Watch this on-demand webinar to hear from Mark McAndrew, XCM’s Vice President of Consulting Services, about how workflow technology can seamlessly control phases of the audit workflow process.
Watch this on-demand webinar to learn how Xpitax® Tax Outsourcing can supplement your in-house staff with highly-trained virtual team members and improve work/life balance for your team.
Watch this on-demand webinar to hear from Roman Kepczyk, Director of Firm Technology Strategy at Right Networks, about how to effectively transition your firm and personnel to becoming a client’s “trusted business advisor."
Watch this on-demand webinar to learn how XCM’s Xpitax® Client Accounting Services (CAS) Outsourcing can help your firm capitalize on the fastest growing revenue opportunity in the profession today.
Watch this on-demand webinar to hear from Mark McAndrew, XCM’s Vice President of Consulting Services, about how technology and workflow automation will be imperative to streamline business processes, minimize risk, and deliver superior client service results in our new normal.
Hear how XCM customer ALL CPA's uses Xpitax® Tax Outsourcing to better focus on being a client's advisor as opposed to focusing on data entry.
Watch this on-demand webinar to learn how XCM customers Jim Toto, Partner at Mazars USA, LLP and Christine Cook, Principal at Jackson Thornton utilize workflow technology and XCManalytics as a Service® to overcome productivity challenges.
Watch this on-demand webinar to learn how Xpitax CAS Outsourcing can help standardize and automate your CAS practice, improve client service by decreasing turnaround times, and improve work/life balance for your team.
The impact of COVID-19 doesn’t end with adjusting your firm’s work environment. Firms across the country are all asking what the “next normal” will look like, and none of us know for sure. Watch this on-demand webinar to learn insights from XCM CEO Mike Sabbatis and XCM Customer and Withum Partner Jim Bourke.
Watch this on-demand webinar to learn how outsourcing can effectively increase your firm’s productivity and create a significant a competitive advantage by providing additional capacity—especially during busy season.
This on-demand webinar features lessons learned from a firm who transitioned to a digital workflow tool, insights from the leading digital workflow vendor, and actionable steps from one of the top Lean Six Sigma consultants in the industry.
This on-demand webinar features XCM Senior Vice President Ray Barlow and Shelli Voyer XCM Director of Client Accounting Services as they discuss and identify how outsourcing can help you standardize and automate Client Accounting Services (CAS).
Watch this on-demand webinar to hear from XCM CEO Mike Sabbatis and TEI Executive Director Eli Dicker. They discuss how your tax department can apply the lessons learned from the COVID-19 pandemic long term and actionable steps you can take to prepare your business for the “next normal.”
Read how XCM provided Mazars USA, LLP with greater visibility to tax workflow, due date monitoring, and key firm analytics.
Watch this video featuring XCM's Mark McAndrew as he showcases how XCMworkflow® paired with XCMscheduler® empowers tax, accounting and audit professions to complete more work, in less time, with greater quality, leading to exceeding client expectations and business growth.
Learn how the right productivity enablement and workflow technology can virtually erase the divide between CAS and Tax departments.
Implement these 5 factors in your M&A process to increase your firm’s profitability and reach its maximum potential.
Learn why XCMworkflow® is the leading productivity enablement and workflow solution to enable tight successful alignment between Tax and CAS departments.
Maximize your current processes using Lean Six Sigma and the right workflow technology to prepare for a successful M&A.
As the pace of technological change accelerates, the role of the modern accountant has extended well beyond recording financial transactions. There’s now a business case to be made for investing in project management methodologies,
including a dedicated project manager.
Hear how XCM customer Withum uses XCMworkflow® for Audit to drive efficiencies in their Audit Department.
Hear how XCMworkflow® for Tax is critical for Withum's Tax department to measure productivity and service their clients.
Hear how Withum uses XCMapi® to connect data from other software solutions to XCM for a seamless, firm-wide workflow solution.
Hear how XCM customer Withum transitioned into a distributed work environment and continued servicing clients with the help of XCM.
Hear how XCM customer Withum uses XCMworkflow® to service their corporate clients.
XCM customer Withum shares the greatest advantages of using a cloud-based workflow technology like XCM.
This on-demand webinar features XCM VP of Consulting Mark McAndrew and the Executive VP of K2 Enterprises Randy Johnston as they discuss key technology considerations for firms managing distributed teams.
Watch this on-demand webinar to learn how Xpitax outsourcing can help you standardize and automate Client Accounting Services (CAS).
Read this webinar summary to learn the business case for project management and key methodologies you can take back to your department.
Hear how XCM customer Mazars USA LLP uses XCManalytics as a Service® to drive efficiencies and optimize productivity in their firm.
Hear how Xpitax® customer Mazars USA LLP uses Xpitax Tax Outsourcing to drive efficiencies and meet the demands of their clients.
Hear how XCM customer Mazars USA LLP uses XCMscheduler® to staff jobs across multiple office locations.
Hear how XCM customer Mazars USA LLP transitioned into a distributed work environment with the help of XCM.
Watch this on-demand webinar to hear from XCM Senior Product Owner Mike Albrecht, PMP, as he discusses the business case for project management and project management methodologies you can take back to your department.
Watch this on-demand webinar to hear from XCM CEO Mike Sabbatis and MACPA CEO Tom Hood as they discuss today’s workforce and workflow challenges firms are facing as a result of the disruption caused by COVID-19.
XCManalytics as a Service helps Audit Departments measure real-time productivity by using your firm's XCM data points in highly visual, fully interactive dashboards.
XCManalytics as a Service helps Client Accounting Services (CAS) Departments measure real-time productivity by using your firm's XCM data points in highly visual, fully interactive dashboards.
Watch this on-demand webinar to hear from XCM CEO Mike Sabbatis and MACPA CEO Tom Hood as they discuss staff capacity challenges firms are facing today and key strategies you can implement to increase capacity and enhance your strategic presence.
Learn the importance of practice management and best practices in this webinar featuring XCM’s Mike Albrecht, PMP, and Boomer Consulting Inc.'s Amanda Wilkie, PMP.
XCManalytics as a Service helps corporate tax, finance, and accounting departments measure real-time productivity by using your business’s XCM data points in highly visual, fully interactive dashboards.
Watch this webinar to hear XCM's Mark McAndrew explain how you can shift your tax focus from data gathering to data insights.
Read this summary of a webinar led by XCM Solutions to learn the five strategies to help your tax department add even more value to your company.
New Description: Read this summary of a webinar led by XCM Solutions to learn how business process optimization and technology can help establish an FP&A and Tax dynamic for future success.
Read this webinar summary to learn how tax and finance leaders are increasingly turning to automation and analytics to improve process efficiency and increase performance.
Everyone’s looking at analytics, but how many firms are looking at multiple dimensions of data? Read this webinar summary to learn how your firm can gain a competitive advantage with data technology.
XCM Solutions and Adam, Brown, Beran & Ball Partner Michelle Ryan discuss how the firm is utilizing workflow technology to manage CAS work and staffing.
Technology is changing the way audits are conducted—creating both risks and opportunities for the modern firm. Read how the right technology can increase visibility, mitigate risk, and more.
How can you find more time and still meet the demands of the industry? Read this summary of a webinar led by XCM Solutions to learn how technology can empower your firm.
The right productivity enablement and workflow technology can virtually erase the divide between CAS and Tax departments–resulting in efficiency gains and greater profitability.
See how XCM provides 360° visibility to work, regardless of role and across projects—with real-time data rolling up into actionable and customizable dashboards.
High-pressure deadlines and competing priorities are common challenges for tax and finance departments. XCM can help.
Hear how XCM customer Elliott Davis LLC uses XCManalytics as a Service® to drive efficiencies and optimize productivity in their firm.
Hear how XCM customer Elliott Davis LLC uses XCM to standardize firm processes across numerous locations and creates a culture of efficiency.
Hear how XCM customer Elliott Davis LLC uses XCMscheduler® to improve the firm's scheduling process and to provide visibility across the firm.
Hear how XCM customer Albero, Kupferman & Associates, LLC uses XCMscheduler® to assign and track tasks in their firm.
Hear how XCM customer Albero, Kupferman & Associates, LLC uses XCMworkflow® and XCMscheduler® to drive efficiencies in their Tax Department.
Hear how XCM customer Petrinovich, Pugh & Company uses XCMworkflow® for Tax to drive efficiencies in their Tax Department.
Hear how XCM customer KBS CFO uses Xpitax® CAS outsourcing to drive efficiencies and deliver a higher level of client service.
Read about how the future-looking CFO or CTO's day is starting to change once he or she takes some first steps towards creating capacity.
Read the fifth installment of the Tax Technology Corner from the Tax Executive Institute, featuring XCM's CEO Mike Sabbatis and The Colony Group's Director of Tax Services Justin Gilmartin.
Ensuring success in Client Accounting Services (CAS) over the long haul requires mastering CAS business processes–and technology can help. Here’s where to focus.
Hear how XCM customer Corrigan Krause CPAs uses XCMworkflow® for Audit to drive efficiencies in their Audit Department.
Hear how XCM customer Corrigan Krause CPAs uses XCMworkflow® for Client Accounting Services (CAS) to drive efficiencies in their CAS Department.
Hear how XCM customer Corrigan Krause CPAs uses XCMworkflow® for Tax to drive efficiencies in their Tax Department.
Hear what the XCMworkflow® implementation process was like for XCM customer, Corrigan Krause CPAs.
In this whitepaper, we’ve identified five proven approaches that build on the latest technology capabilities to help CFOs and Chief Tax Officers get proactive – fast.
Watch this on-demand web seminar to learn how to use technology to automate the post-audit engagement process.
Learn how tax leaders can become more efficient with their day-to-day work and take a more strategic role in their companies’ businesses.
Embracing newer, smarter innovations allows firms to overcome common audit pain points and achieve automated, streamlined efficiency — leading to greater profitability.
Moving away from a mostly manual process (i.e., spreadsheets) to XCM helped PSK LLP transform its audit practice into a streamlined, automated powerhouse.
XCM offers Single Sign-On (SSO) for customers who use XCMworkflow® to manage and optimize their business processes.
By integrating XCM with a Document Management System (“DMS”), organizations can easily access important client documents, research notes, and other essential files that are associated with specific tasks, via a single-click.
Manufacturing has unique business process requirements, and needs a productivity enablement solution that is customizable for those unique needs. Here's why XCM is the perfect choice.
For the CFOs and other senior finance executives in a recent survey conducted
by CFO Research - XCM®, the answers were meeting deadlines and addressing business process bottlenecks.
CFOs and their companies are becoming inundated with data. Finance teams are continuously incorporating big data sources and tools, Internet of Things technologies, artificial intelligence and machine learning solutions, advanced computing power, and evolving finance software and systems into their work processes.
As CFOs and their finance teams take on more strategic responsibilities, their broader scope continues to present a challenge
of getting more work done with the same number of limited resources. Nearly two-thirds of the CFOs and other senior fi nance executives who responded to the XCM - CFO Research Finance Productivity and Business
Process Management survey reported more than 10 percent of their finance team members worked weekends to keep pace with their workload.
A recent CFO research survey of 158 us senior finance executives found that CFOs and their finance teams are increasingly asked to take on more work and strategic responsibilities with fewer resources.
A recent CFO research survey of 158 US senior finance executives found that deadlines and workflow bottlenecks represent key challenges that CFOs must address.
XCMworkflow for Tax is for public accounting firms and corporate tax departments that need to manage tax return preparation and review, either for clients or for the business.
XCManalytics as a Service helps Tax Departments measure real-time productivity by using your firm's XCM data points in highly visual, fully interactive dashboards.
XCMworkflow and XCMscheduler for Audit is a scalable, cloud-based solution that helps A&A professionals manage their pre-engagement scheduling and post-engagement reporting, peer review, and more.
XCMapi is a group of application programming interfaces that allow users to integrate XCMworkflow and XCMscheduler with other software systems.
In this webinar for CFO.com, XCM CEO Mike Sabbatis highlights how finance leaders of are using analysis of past and current performance to inform company decisions and plans for the future.
In this webinar for CFO.com, XCM CEO Mike Sabbatis highlights four key trends CFOs should know about to build finance teams for the future.
Learn how your accounting department can benefit from XCMworkflow productivity enablement.
Due to lack of workflow automation, many real estate/property management professionals experience common pain points XCM can help address.
Learn about technology that is available to streamline CAS workflow and ensure nothing slips through the cracks, helping firms offer world-class client service.
XCM CEO Mike Sabbatis explains how XCM’s productivity enablement and workflow platform applies to multiple industries.
XCM CEO Mike Sabbatis writes about creating a culture of accountability in your organization.
Jim Bourke, Partner at Withum, speaks with CPA.com about the firm's experience with XCM.
Growing firm adopts XCM to streamline operations, increase efficiency and invigorate a
collaborative work culture.
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 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.
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.
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.
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.
Learn how you can get started with productivity enablement via a 5-step implementation program that can be rolled out in just six weeks.
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.
Firms using XCM can refer their clients, helping them achieve productivity enablement via award-winning workflow automation.
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.