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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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Click a category below to filter through the resources for brochures, case studies, videos, whitepapers, and more!
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.
Learn more about the award-winning XCMworkflow software for firms of all sizes and specialties.
Experienced Xpitax professionals are trained to prepare quality returns, helping you reduce busy season burnout, increase customer satisfaction, and optimize profitability.
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.
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.
Founder & President of Account-Ability Plus Alan Anderson writes about what auditors can learn from the manufacturing industry.
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.
Looking ahead to a new year, listen to this webinar to learn how firms of all sizes are leveraging workflow technologies to automate their processes, become more efficient, and scale up their CAS offerings.
Hear about why tax leaders are increasingly turning to automation and analytics to improve process efficiency and identify opportunities to increase performance.
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.
Even when auditors have engagement software to manage activity onsite effectively, they still find they are consistently missing deadlines and running over budget on the post-audit reports.
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.
Mike Sabbatis, CEO of XCM, and Tom Hood, CEO of MACPA, write about exponential change and a digital mindset.
Learn how data analytics can help tax and finance departments operate efficiently, manage and mitigate risk, increase controls, and provide strategic insights to the business.
Hear XCM VP Ray Barlow describe six key CAS workflow elements to ensure success in your firm.
Watch this on-demand web seminar to learn how to use technology to automate the post-audit engagement process.
The survey results are in. This infographic shows why today's practitioners have to do more with less–and how they're doing it.
Technology can help an organization optimize the way people work together, transforming a workplace into an adaptive environment where talent can focus on more strategic, engaging, and more highly valued work.
Randolph (Randy) P. Johnston, CEO and Founder Network Management Group Inc. and K2 Enterprises, writes about creating the accounting workplace of the future.
Hear about some common challenges reported during past tax seasons, and how these firms were able to learn from their experience.
Finance leaders are increasingly turning to automation and analytics to improve process efficiency and identify opportunities to increase performance.
Learn how tax leaders can become more efficient with their day-to-day work and take a more strategic role in their companies’ businesses.
XCM CEO Mike Sabbatis explains how business process optimization and technology can help establish an FP&A and Tax dynamic for future success.
It’s a new year, with new challenges—hear XCM CEO Mike Sabbatis talk about how to maintain productivity without compromising work quality, project organization, communication, and employee engagement.
Embracing newer, smarter innovations allows firms to overcome common audit pain points and achieve automated, streamlined efficiency — leading to greater profitability.
As digitalization, artificial intelligence, and machine learning continue to automate work, forward-looking businesses are increasingly looking for new ways to leverage technology to help differentiate and scale up their businesses.
Technology is changing the way audits are conducted—creating both risks and opportunities for the modern firm.
XCM's Todd Cooper talks about how data-driven reporting and forecasting represent an ever-increasing strategic importance towards achieving bottom line growth in corporations.
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.
The annual Accounting Firm Operations and Technology (AFOT) Survey found firms continue to struggle with the adoption of an all-in-one software suite. Find out how an optimized business process management solution like XCMworkflow® is critical for leaders who want to make informed, real-time decisions about their business.
Business process standardization not only helps alleviate some of the increased risk that comes with legislative changes, but it can also increase firm revenue and improve overall quality of work.
Everyone’s looking at analytics, but how many firms are looking at multiple dimensions of data?
Advances in technology offer accounting and finance pros exciting opportunities to grow, so long as they are willing to learn new skills and master new tools (like those offered by XCM) that will help them manage that growth.
Studies are showing that the finance leadership role has changed over the last five years. Even as finance leaders are asked to do more with less, they are expected to deliver strategic insight to the leadership team across rapidly changing priorities.
Watch Mike Sabbatis, CEO of XCM and Michelle Ryan, Partner at Adam, Brown, Beran & Ball discuss how the firm is utilizing workflow technology to manage CAS work and staffing.
Our new white paper, Lean Six Sigma + Automated Workflow Technology: Your Formula to Scale Up Your Practice, addresses common accounting firm challenges and provides resolutions to get you on the path to automating operations, scaling your practice and increasing your profit potential.
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 measure real-time productivity by using your business’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.
How can you find more time and still meet the demands of the industry? Attend this session and hear from XCM CEO Mike Sabbatis about how technology can empower your firm.
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 four key trends CFOs should know about to build finance teams for the future.
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.
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.
Many professionals are stressed due to bottlenecks, ineffective processes, outdated tools, and changing priorities, yet feel too busy to address these real issues. How can you find more time and still meet the demands of business?
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.
MACPA CEO Tom Hood and XCM CEO Mike Sabbatis talk about connecting people, through process and technology to do more with less.
Jim Bourke, Partner at Withum, speaks with CPA.com about the firm's experience with XCM.
Jim Bourke, Partner at Withum, describes the firm's employee retention and engagement experience with XCM.
Jim Bourke, Partner at Withum, describes the firm's approach to selecting best-of-breed technology like XCM.
Join XCM CEO Mike Sabbatis and attend this session to learn about how finance and accounting jobs are changing due to technology and innovation.
Growing firm adopts XCM to streamline operations, increase efficiency and invigorate a
collaborative work culture.
Mike Sabbatis, CEO of XCM™, discusses how new productivity enablement and workflow solutions can help leadership teams work smarter, not harder—and increase their resource capacity to focus on strategies that prepare them for the future and deliver higher business performance.
Ray Barlow, SVP of XCM™, discusses how technology can simplify resource allocation to enhance your business performance.
Hear from Mike Sabbatis, COO of XCM™, to learn how technology disruptors will change your job—whether you are a Partner, Manager, or Individual Contributor.
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.
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.
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 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.
Hear XCM Solutions President Glen Keenan, CPA describe the benefits firms experience using Xpitax.
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.
The key to a successful M&A is to have a clear idea of the most important factors and a clearly defined strategy in place for how to best address these factors.
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.
Your guide to understanding workflow, why it’s critical to firm success, and next steps for implementation.
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.
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.
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.