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Tax
TAX

XCM productivity enablement helps improve visibility, flexibility, control, and accountability across your firm or department, to deliver a real-time view of all your tax work.

Get Started: Request a Demo

Tax

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.

Tax Workflow Efficiencies

Visibility

Visibility

Gain a 360° view across the tools you use to manage client transactions, with dashboards that deliver real-time visibility to your tax work.

Accountability

Accountability

Increase accountability by ensuring all due dates are met, and give your staff the confidence that nothing will slip through the cracks thanks to XCM.

Flexibility

Flexibility

Enable smooth transitions from one resource or department to the next, and provide transparency to your organization's changing deliverables.

Control

Control

Take control of your tax workflow via a real-time view of all work-in-progress at the individual, departmental, office, and firm-wide level.

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