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.