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XCMworkflow is for public accounting firms and corporate tax departments that need to manage due date tracking, risk mitigation, work quality, employee engagement, and more.

It’s for tax professionals who need to manage returns with multiple team members--where deadlines are critical and risk can be high—and want the certainty that work will be completed, on time, accurately, and within budget.

Productivity, Simply Enabled®

XCMworkflow securely and efficiently moves tax returns from preparer to reviewer, then through to sign-off, to ensure returns are completed correctly and effectively.

It offers your business a way to manage each tax return individually, while consolidating all returns into a unified business process.

It also makes it easy to assign/move tasks, and use real-time reporting to assess performance.

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.

Click here to access a product sheet with additional detail.

Tax Workflow Efficiencies

Visibility

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

Accountability

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

Flexibility

Reassign projects or reallocate resource time with a single click.

Control

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

Productivity

Instead of following up on work status, shift focus to growing your business and managing changing priorities.

Visibility

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

Accountability

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

Flexibility

Reassign projects or reallocate resource time with a single click.

Control

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

Productivity

Instead of following up on work status, shift focus to growing your business and managing changing priorities.

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:

Resource Utilization

Project Tracking

Process Management

Actionable Intelligence

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

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.