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Engagement Software
XCMworkflow to Engagement Software

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XCMworkflow vs. Engagement Software

Engagement Software


Engagement Software

Installation Type Cloud-Based (Device & Browser Agnostic) Varies between On-Premise and Cloud-Based
Planning Does meet criteria Does not meet criteria
Task Management 360⁰ View of All Current Tasks and Projects Workpaper Management Tool
Scheduling Does meet criteria Does not meet criteria
Resource Management Visibility into Resource Availability from an Organizational Level to an Individual Contributor Level Limited Functionality
Due Date Management Does meet criteria Does meet criteria
Collaboration Does meet criteria Permission-Based
Ease-of-Use/Usability Does meet criteria Does meet criteria
Time to Deploy 4-6 weeks Varies on Product
Customizable/Configurable Maps current process and flexibility to enact changes Does not meet criteria
Fit For Use (Tax, Accounting, Finance, Operations, HR) Designed by Tax & Accounting Process Experts Designed for Audit
Integration Does meet criteria Based on Products
Permissions Does meet criteria Dependent on Workpaper Process
Security Does meet criteria Does meet criteria

The XCM Advantage

Don’t let Engagement software be your de facto tool to manage your firm’s workflow. While Engagement software is a great tool for managing a project, there’s a lack of accountability as no one owns the binder. Emails are sent for project status, creating inefficiency across your staff.

XCM offers a complete productivity enablement and workflow platform that empowers you to manage all types of work, within all departments, and across multiple offices. Our platform works horizontally across tax, accounting, finance, audit, and operations applications. We manage millions of processes each year that enable professionals to get more work completed, in less time, with greater quality.

Increase the capacity of your greatest asset—your people.

Any Questions?
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781-365-5152 Got questions? Contact a rep

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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.

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