Accounting/CAS
ACCOUNTING/CAS

Streamline your daily accounting workflow to maximize productivity, improve profitability, and attract top talent.

Get Started: Request a Demo

Accounting/CAS

XCMworkflow is designed for firms offering Client Accounting Services (CAS) that are looking to grow revenue, acquire new clients, standardize their business processes, and deliver a higher standard of client service.   

XCM is fully customizable for firms of all sizes who want to scale their accounting practice, remain relevant to their clients, and service new and existing business across multiple geographies.  

XCM is tailored to client-focused professionals who want to gain visibility into process quality and control.

Productivity, Simply Enabled®

XCMworkflow has all the tools and functionality built in to enable CAS departments to manage each CAS engagement uniquely through configurable, firm-specific workflows, processes, procedures, and terminology. 

XCMworkflow for CAS status movement and task-specific points allow firms to provide proactive advice and real-time information to clients, resulting in higher client retention and more profitable engagements.

Unlike other workflow solutions, XCM lets you modify existing CAS business processes without rebuilding them from scratch. It also enables a remote workforce to stay organized, accountable, and connected.

Click here to access a product sheet with additional detail.

Accounting Workflow Efficiencies

Visibility

Visibility

View real-time status of open items across all clients, at any time, from anywhere.

Accountability

Accountability

Assign specific responsibilities to team members, track progress, and empower your staff to manage their own workloads.

Flexibility

Flexibility

Reassign CAS tasks and projects, or reallocate resources with a single click.

Control

Control

Empower your CAS department to manage different types of CAS engagements with continuity using the same optimized business processes across the board.

Productivity

Productivity

Instead of spending valuable time following up on work statuses and tracking down task-specific data, shift focus to growing your business and delivering superior client service.

Benefits by Solution

XCM helps users maximize resource utilization and efficiency. It simplifies project tracking, and enables flexible process management at the individual, departmental, office, and/or firm-wide level. XCM collects data on your processes, tasks, and projects and delivers actionable intelligence you can use to compare performance year-over-year, and to more effectively manage day-to-day activity.

Click below to learn how XCM can be part of the solution for your firm or tax department:
 

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.

Get Started: Request a Demo