XCM® Releases New API for Engagement Task Data

Quincy, Mass. – May 26, 2020XCM®, the leading provider of cloud-based workflow and productivity enablement solutions for tax and accounting professionals, has launched a new application programming interface (API) to retrieve audit information from XCMworkflow. This API is part of the award-winning XCMapi® group of over 50 APIs that enable firms and businesses to access and update their XCMworkflow® or XCMscheduler® data.

As part of the overall connectivity strategy, APIs enable the XCM application to talk to third party solutions and exchange data to extend the value already provided to XCM customers. This latest GET API will allow XCM customers to access their engagement task information, including key dates and acceptance detail, typically captured throughout the lifecycle of an audit engagement, used to create a number of unique reporting needs and often leveraged during peer review.

“We are delighted to see the creative ways that XCMapi customers have been using their data,” said XCM Chief Product Officer Jairam Padmanabhan. “At the end of the day, XCMapi further extends the capabilities of XCMworkflow to give our customers options to become even more productive.”

With the variety of specialized technology used by public accounting firms and corporations today, having the flexibility to connect the dots across systems is more important than ever before. XCMapi already empowers customers to comingle data across their tech stack for enhanced reporting. When used in conjunction with other companies’ APIs, data can be updated across systems. For example, this new API could be used to access data within XCM to further expand engagement integration and broader firm analytics.

“The open architecture of XCMapi gives the customer complete control over how their workflow data is used,” said XCM Vice President of Development & Engineering Sanjath Sulkunte. “It is immensely gratifying to see the API stack grow as a result of our experienced development teams’ ability to incorporate customer feedback and improve their user experience.”

About XCM


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 professionals and 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 operations applications. 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 your greatest asset—your people.


For more information, visit xcmsolutions.com

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