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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.
Gain the visibility you need to allocate resources when you have a new project, ensuring your people are focused on the type of work where they are best utilized—and energize your entire workforce.
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Resources drive production, and proper allocation of resources increases efficiency.
With XCM, department leaders and managers can increase the effectiveness of how they manage their resources. XCM aligns calendar-driven resource allocation with a view to approaching deadlines. The result is 360° visibility to who has the work, and when it’s going to get done—as well as balanced workloads, and an overall higher energy level.
Technology can ease the scheduling burden for management, executives, and resources by providing the most efficient way to match diverse skillsets with appropriate tasks. Flexibility in managing business processes and resource allocation means key contributors don’t have to be frustrated by tasks that are misaligned with their specialties.
And, XCM lets you gain a clear view when your booked work exceeds your resource capacity. When you need to expand your capacity, XCM can also offer outsourcing services via Xpitax.
Pair full due date monitoring and tracking capabilities with real-time reporting to deliver the visibility you need to better manage your day and overall workload.
Use XCM to assign work based on role, experience, expertise, and availability and ensure all due dates are met. You'll instill confidence that nothing will slip through the cracks.
Provide transparency to your organization's changing deliverables via process maps that enable smooth transitions from one resource or department to the next.
Gain a real-time view of all work in progress at the individual, departmental, office, and/or firm-wide level to take control of projects, tasks, due dates, and client service.
Assign work based on role, skill level, work assigned, work anticipated, budgeted, and remaining hours to more efficiently and effectively manage team productivity.
Increase productivity and take on incremental workload, even as you focus on more strategic imperatives—you'll start adding more to your bottom line.
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:
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:
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.