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Outsourcing Services
Xpitax® Outsourcing

Xpitax delivers a full range of tax and accounting services for firms of all sizes and specialties, including preparation of individual and entity tax returns, as well as bookkeeping, audit support, back-office accounting, financial analysis, write-up work, and special projects.

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Outsourcing Services

Tax Outsourcing Services

Essentially, our Tax Outsourcing helps you increase profitability while stabilizing staffing during busy season. Mimicking your in-house process so that you don’t have to learn a new workflow, Xpitax lets you retain responsibility for tax planning, reviewing, and approval—alleviating client concerns about outsourcing. 

At Xpitax, our priority is higher-value, personalized service—and you can pass on that experience to your clients. You can essentially start work on returns the day they are received, and our fast turnaround time means you will also be able to provide quick status updates to your clients on their returns.

Client Accounting Services (CAS) Outsourcing

CAS Outsourcing enables firms of all sizes to offer their small and mid-size business clients a full CAS suite. Xpitax can help cut costs of managing your client accounting by 25-35%, without added capital investment. You get to collaborate with virtual team members whose technical skills align with your business needs.  

Like Xpitax tax outsourcing, the CAS outsourcing helps you offer growth opportunities for your internal team. By removing repetitive tasks from their desk, you free their time for higher value work that is more challenging, engaging, and that offers the work experience they need for professional growth and development.

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Visibility

Visibility

Use XCM's 360° visibility to tasks and project status to empower your team to better manage their day and overall workload.

Accountability

Accountability

Gain a single view of work allocation by resource, allowing you to see utilization gaps or overages while managing the status of each.

Flexibility

Flexibility

Use customized mapping, statuses, and checklists to reflect your process rather than taking a “cookie-cutter” approach to use the system.

Control

Control

Create detailed process control with checklists that allow you to standardize specific activities related to the milestone statuses for each project.

Productivity

Productivity

Spend more time on data analysis than data collection with real-time XCM information available at your fingertips, which ultimately increases productivity.

Profitability

Profitability

Increase focus on more strategic imperatives to add more value to your practice as well as to your day-to-day work.

Benefits by Work Type

XCM lets you streamline accounting workflow and standardize your processes for reoccurring weekly, monthly, quarterly, and annual accounting functions. It automates processes to provide unparalleled visibility, clarity, and accountability. Reduce burnout by enabling staff to work more efficiently and effectively—and gain control over your practice via a real-time view of work in progress at the individual, departmental, office, and/or firm-wide level.

Click below to learn how XCM can simplify your other tax, finance, accounting, and audit functions:

Benefits by Role

XCM can help you gain visibility across all the tools you and your team use, to deliver a management-level view of all work in progress. Though we integrate with several popular tax and accounting packages, the real payback is through your greatest asset—your people. We manage millions of processes per year, enabling professionals to complete more work, in less time, with greater quality.  

Click below to understand how each role can benefit from XCM productivity enablement:

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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