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Who We Serve

Tax, Accounting, Finance, Audit, and Operations Professionals

Progress is all about productivity, and XCM lets you control tasks and deliverables across your entire organization.

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. Whether you are a strategic decision maker, business leader, first line manager, or an individual contributor, the XCM benefits are immediate and obvious.

XCM Is Productivity, Simply Enabled

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 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.

Features & Benefits

Visibility

Gain a 360° view of tasks, projects, and other deliverables—throughout your firm, department, organization, or across multiple offices.

Accountability

Use XCM to have a real-time "single source" of the status for every assignment, task, and deadline—resulting in greater accountability across the team.

Flexibility

Enact continuous process improvements to help deliver increasing efficiency, and keep up with changing priorities at the pace of business today.

Control

Identify departmental bottlenecks and implement process efficiencies to deliver quality results across your firm or department.

Productivity

An effective productivity enablement and workflow solution should provide you with four key elements: visibility, control. accountability, and flexibility.

Profitability

Use XCM to gain an easy way to view project status, shift resources, and report on progress across your business, and ultimately improve profitability.

Visibility

Gain a 360° view of tasks, projects, and other deliverables—throughout your firm, department, organization, or across multiple offices.

Accountability

Use XCM to have a real-time "single source" of the status for every assignment, task, and deadline—resulting in greater accountability across the team.

Flexibility

Enact continuous process improvements to help deliver increasing efficiency, and keep up with changing priorities at the pace of business today.

Control

Identify departmental bottlenecks and implement process efficiencies to deliver quality results across your firm or department.

Productivity

An effective productivity enablement and workflow solution should provide you with four key elements: visibility, control. accountability, and flexibility.

Profitability

Use XCM to gain an easy way to view project status, shift resources, and report on progress across your business, and ultimately improve profitability.

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:

Tax

Accounting/CAS

Finance

Audit

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:

Primary Business Leader

Strategic Decision Maker

First Line Manager

Individual Contributor

The Trusted Solution

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.

Xpitax Customer Testimonial: Amy Grant, CBIZ MHM, LLC

XCMworkflow Customer Testimonial: Sandi Holtzman, Jamestown

XCMworkflow Customer Testimonial: Jim Bourke, Withum

Xpitax Customer Testimonial: Harvey Susnick, Berdon, LLP

Xpitax Customer Testimonial: Claudette Stephen, Windham Brannon

Xpitax Customer Testimonial: Jeff Seargeant & Gregg Kaufman, Waypoint Solutions

Xpitax Customer Testimonial: Mary Beth O’Mahoney, Schulman Lobel, LLP

Xpitax Customer Testimonial: David Schneyman, Friedman, LLP

Get Started: Request a Demo