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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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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.
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.
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.
Read how crisis is an opportunity for organizations to fundamentally change how, when, and where they work, to streamline, automate, and leave stronger than they went in.
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's CEO Mike Sabbatis to learn the five strategies to help your tax department add even more value to your company.
Read this summary of a webinar led by XCM's CEO Mike Sabbatis 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’s CEO Mike Sabbatis 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's CEO Mike Sabbatis 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.
Mike Sabbatis, CEO of XCM, and Tom Hood, CEO of MACPA, write about exponential change and a digital mindset.
Watch this on-demand web seminar to learn how to use technology to automate the post-audit engagement process.
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.
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.
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.
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.
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 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.
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 approach to selecting best-of-breed technology like 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 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.
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.
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.
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.