XCM Solutions

 

E-News Update >> July 2006  


Tofias, PC Selects XCM Workflow to Streamline its Tax
Compliance Processing

July 25, 2006 – Braintree Massachusetts – XCM Solutions LLC, the leader in providing workflow solutions to the accounting industry, today announced that Tofias PC, one of the top100 accounting firms in the country, has implemented XCM. XCM is a web based automated workflow solution that enables firms to make their tax processing more efficient, productive and profitable.

“Our firm met after the previous tax season, and we decided to look for ways to improve our firm wide tax processing,” said Gary Hayes , Shareholder at Tofias. “We looked at the XCM application as well as other options, but found that the XCM workflow application provided us with a way to control and organize our tax processing that no other solution could. The workflow logic built into the application and the ability to move the returns effortlessly through the production process made our busy season, from a tax administration standpoint, one of the best we have ever had. XCM exceeded our expectations. We found that the XCM workflow visibility allows Tofias to continue on our mission of making our four offices work and feel as one. XCM Solutions can consider us an extremely satisfied customer.”

Tofias PC (www.tofias.com), with offices in Cambridge , Providence , New Bedford and Newport , is one of New England 's largest regional certified public accounting and consulting firms. With nearly 200 personnel, Tofias is also among the top 100 public accounting firms in the U.S. The Firm has two subsidiaries – Tofias Financial Advisors LP , which helps meet the financial needs of individuals, family-business owners and corporate executives, and Tofias PC Charitable Foundation , which further enhances the Firm's charitable giving and provides grants designed to strengthen the capacity of non-profit organizations.

XCM Solutions LLC provides CPA firms with patent pending, web-based process automation solutions that increase efficiency, productivity and profitability. Our workflow technology virtually eliminates the need to manually move files throughout the office, while providing instant access to client information. This visibility to workflow helps to reduce anxiety and stress during the busy season at the Partner, Professional Staff and Administrative Staff levels. With its cutting edge technology, XCM Solutions helps firms increase productivity in processing tax returns, tax notices, financial statements and bookkeeping. The increase in productivity enables firms to assume a greater workload, ultimately resulting in increased profitability.

Contact:
JonPaul Lazcano
Director Professional Services
XCM Solutions LLC
781-817-1142

jlazcano@xcmsolutions.com
www.xcmsolutions.com

 

 

 

 

 

 


10 Forbes Road West
Braintree, MA 02184
Phone: 781-356-5152
Fax: 781-356-5450
info@xcmsolutions.com

 

 

 

 

 


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