Challenges Facing the Tax Profession
Public accounting firms across the nation are challenged with workload compression, recruiting, staff turnover, changing tax laws, mergers, acquisitions, and change management, along with attracting new client business.
You need to have enough people to support your busy season, but you don’t want staff to sit idle the rest of the year. You’re competing with other firms to attract top talent—and digital natives have high expectations for technology that you might not be prepared to meet.
With everything else that’s going on, you still need to attract new client business, and you want to be able to offer competitive rates, high quality work, and unparalleled client service.
XCM Is Productivity, Simply Enabled™
XCM’s digital routing sheet design mirrors traditional manual processes allowing work to flow through your office (or across offices), according to your established procedures.
The routing sheet gives your staff easy access to due dates, questions and review points, assembly and shipping instructions, as well as linked source documents and last year’s tax return—putting all structured and unstructured data right at your fingertips.
By saving even just a few minutes on each step of the process with XCM, you can easily recoup more than 100 hours per person over the course of tax season.