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Audit
Audit

XCM empowers you and your audit team to improve visibility, flexibility, control, and accountability with a real-time view of all engagements.

Get Started: Request a Demo

Audit

XCMworkflow is for audit firms that are looking to address challenges impacting engagement profitability, risk mitigation, client experience, quality of work, peer review, work/life balance, and more. 

It’s for auditors who need to manage multiple engagements, with multiple team members, where access to key information is challenging—especially during the scheduling, planning, wrap-up, or post-field work activities. 

It’s for team members who need to staff jobs with the right people, manage to budget expectations, and coordinate operational processes as well as administrative requests. 

It’s for client-focused professionals who want the certainty that work engaged is work that will get done, and get done right. 

Productivity, Simply Enabled™

XCMworkflow enables your firm to manage each engagement individually, while consolidating all engagements into a unified business process. 

It offers your firm an easy way to communicate engagement status across partner groups, service lines, locations, and/or departments. 

It also provides a method to ensure real-time data is accessible in one place, so that you don’t have to manually aggregate it from multiple systems. 

Unlike other workflow solutions, XCM lets you modify existing business processes, without rebuilding them from scratch. It also offers a central, easy-to-use location for review points and unstructured information. 

Audit Workflow Efficiencies

Visibility

Visibility

View real-time status and open items at any point in time, across all engagements.

Accountability

Accountability

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

Flexibility

Flexibility

Reassign audit projects or reallocate resource time with a single click.

Control

Control

Empower all parts of your firm to manage different types of audits using the same optimized business processes.

Productivity

Productivity

Instead of following up on work status, 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