videos.xcmsolutions.comWhy Workflow Automation? | XCM

XCM Solutions is now a part of Wolters Kluwer, a global leader in professional information, software solutions, and services. Read MoreGo to main content Go to footer contentToggle navigationContact Us Blog XCM User Conference Client Login Search for: Request a Demo Products & Services XCMworkflow Tax Accounting/CAS Audit XCMscheduler XCManalytics as a Service XCMapi XCMmobile Xpitax® Outsourcing Tax Outsourcing CAS Outsourcing Why XCM Why We’re Different Why Workflow Why We’re Better Microsoft Excel Microsoft SharePoint Project Management Software Engagement Software Integrations Who We Serve Firms Have a real-time view of all work—from linear recurring processes to complex parallel inter-dependencies. Corporations Gain 360° visibility to work, regardless of role and across projects—with real-time data rolling up into actionable and customizable reports. Video Your Work No matter where you work in tax and accounting, XCM experts have studied your workflow challenge and developed a solution. Tax Accounting/CAS Finance Audit Your Role We’ve been there. Pick your role type from the choices below and let us show you how XCM works for you. Primary Business Leader Strategic Decision Maker First Line Manager Individual Contributor Learn More Customers Testimonials Productivity Quad Resources FAQs News Solutions Resource Utilization Project Tracking Process Management Actionable Intelligence Outsourcing Services Webinars & Events Request a Demo Search for:Contact Us Blog XCM User Conference Client Login XCM ® Solutions XCMworkflow Is: Control to Minimize Bottlenecks and Enable Accountability Across All Work-In-Progress XCMworkflow for Tax XCMworkflow moves tax returns from preparer to reviewer, then through to sign-off, to ensure returns are completed accurately and effectively. Learn more about "XCMworkflow for Tax" XCMworkflow for Accounting/CAS XCM enables CAS departments to manage each engagement through configurable workflows, processes, procedures, and terminology. Learn more about "XCMworkflow for Accounting/CAS" XCMworkflow for Audit XCM is for auditors managing multiple engagements through the scheduling, planning, wrap-up, and post-field work activities. Learn more about "XCMworkflow for Audit" Why Workflow Automation? Resource Utilization & Efficiency XCM visibility lets you allocate your resources where they are best utilized, improving efficiency and productivity while fostering an energized workforce. Project Tracking Address project tracking challenges for greater control. You’ll be better able to accurately forecast project completion and identify bottlenecks, gaining back hours of non-productive time, every day. Process Management Avoid re-work and missed deadlines with easy-to-follow processes, instead of having to track down each person via email, phone, or in-person discussion to find out a status. Actionable Intelligence XCM tracks your data real-time and offers insightful, relevant, and readily available reporting that lets you use real-time data to make strategic decisions. Outsourcing Services Xpitax® offers preparation of individual and entity tax returns, as well as bookkeeping, audit support, back-office accounting, financial analysis, write-up work, and special projects. 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. XCM Customer Testimonial: Jim Bourke, Partner, Withum XCM Customer Testimonial: Karen Marshall, Senior Tax Manager, Mazars USA LLP XCM Customer Testimonial: Withum, BerganKDV, Elliott Davis LLC, and Corrigan Krause CPAs XCM Customer Testimonial: Michelle Mahle, Tax Operations and Innovations Leader, Elliott Davis LLC XCM Customer Testimonial: Kayla Williams, Albero, Kupferman & Associates, LLC XCMworkflow Customer Testimonial: Phuong Mayer, Tax Director, Petrinovich, Pugh & Company XCMworkflow Customer Testimonial: Samantha Van Arnhem, Firm Administrator, Corrigan Krause CPAs XCMworkflow Customer Testimonial: Brian Streig, Tax Director, Calhoun, Thomson + Matza, LLP XCMworkflow Customer Testimonial: Christina Johnson, Tax Manager, BerganKDV Xpitax CAS Outsourcing and XCMworkflow Customer Testimonial: Robin Thieme, Owner, KBS CFO Xpitax Customer Testimonial: Harvey Susnick, Berdon, LLP Xpitax Customer Testimonial: Jeff Seargeant & Gregg Kaufman, Waypoint Solutions Xpitax Customer Testimonial: Mary Beth O’Mahoney, Schulman Lobel, LLP Xpitax Customer Testimonial: David Schneyman, Friedman, LLP See All Customers Who We Are XCM offers a complete productivity enablement and workflow platform that empowers you to manage all types of work, within all departments, across multiple offices. Our solutions include XCMworkflow, XCMscheduler, XCManalytics as a Service, XCMapi, and Xpitax Outsourcing—all designed by tax and accounting process experts to help you work more efficiently and effectively in a digital environment. XCM is an open platform system that works horizontally across tax, accounting, finance, audit, and operational departments. We manage millions of processes per year, enabling professionals to complete more work, in less time, with greater quality. Our device and browser-agnostic cloud solutions offer real-time anywhere, anytime access to work. Though we integrate with several popular tax and accounting packages, the real payback is through the connectivity and efficiency gained by your greatest asset—your people. XCM is the only productivity enablement and workflow platform endorsed by the AICPA, and complies with the controls and applicable criteria of the AICPA Trust Service Principles. Customer-guided Development XCM Management Team Products & Services XCMworkflow XCMscheduler XCManalytics as a Service XCMapi XCMmobile Xpitax® Outsourcing Why XCM Why We’re Different Why Workflow Why We’re Better Who We Serve Your Work Tax Accounting/CAS Finance Audit Your Role Primary Business Leader Strategic Decision Maker First Line Manager Individual Contributor Learn More Customers Testimonials Productivity Quad Resources FAQs News Solutions Webinars & EventsXCM Core Values Our Team News Careers Address 400 Crown Colony Drive, Suite 302 Quincy, MA 02169 U.S.A. © Copyright 2021 Privacy Policy Raising Integrity Concerns Terms & Conditions Sitemap Follow on Facebook Follow on Twitter Follow on LinkedIn Follow on Email App XCM was also a 2018-2019 Boston Best and Brightest winner. The XCM Solutions website uses cookies to give you the best possible user experience. By continuing to browse the site, you are agreeing to our use of cookies. To find out more about cookies and how to manage them, please take a look at our Privacy Policy ....