Productivity-Boosting Technology from the Business Process Experts at XCM

Connect your team. Simplify your processes. Move at the speed of business today.

XCM Horizontal 300pxXCM offers a complete productivity enablement and workflow platform, empowering firms to streamline and automate processes to manage all types of work — firm or department wide, across multiple offices. XCM is an open platform system that works horizontally across tax, accounting, finance, audit, and operations applications. XCM manages millions of processes each year and empowers professionals to get more work completed, in less time, with greater quality.
The cloud based platform is device and browser-agnostic and offers real-time anywhere, anytime access to work. Though XCM

integrates with several popular tax and accounting packages, the real payback is in your greatest asset–your people.

XCM Is Productivity, Simply Enabled

XCM solutions include XCMworkflow®, XCMscheduler®, XCMportal®, XCMmobile®, 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. By maximizing the efficiency of your processes, giving you real-time access to data, connecting your team, creating flexibility, and boosting productivity, XCM can free up valuable time and create a happier, more productive workplace.


XCM has become a key piece of the technology equation for the tax and accounting industry. With real-time access to the data you need, in one central location, XCM empowers businesses to measure and optimize for continuous improvement year over year.

XCM’s customer-guided development process has helped their clients continuously raise the bar for business process automation. In addition to ongoing product enhancements and dedicated client service representatives, XCM provides control over your tasks and deliverables with visibility across your entire organization. Instill accountability at all levels with a flexible platform designed to meet the pace of your business and help your get more done with less.

Because of its SaaS model, XCM can be implemented in most environments quickly and easily in less than 6 weeks. New users will receive a welcome kit that includes a short, easy-to-follow implementation checklist to help you better understand the process; a client import tool to help you populate XCM with your current client data; as well as a training overview and schedule with flexible training options for you and your team.

XCM also offers complimentary training options, as well as pre- and post-implementation consulting services to firms that request additional guidance.  A dedicated client service representative will ensure you are all set post-implementation as well. 

By connecting people through process and technology, your organization will be better informed, more efficient, and free of many of the redundant tasks of the past. If you’re ready to take your practice to the next level and achieve a better work-life balance, let XCM Solutions help automate your workflow and boost your productivity.

Workflow automation

XCM GraphicThe XCM workflow and productivity enablement platform works with your existing technology and processes to move your business away from the constraints of a physical office and towards the power of a cloud-based, paperless environment. Whether you’re a Partner/CEO, Manager, or Individual Contributor, XCM provides the tools you need to do your job as efficiently and effectively as possible.

Designed by business process experts from top tax, accounting, and finance organizations, XCM addresses common pain points and empowers businesses by providing a way to more easily access information to inform key business decisions. XCM has one of the fastest implementation timeframes for software of its kind, and custom training options can have your business up and running within 6 weeks.

Click here to read XCM’s free whitepaper, “How Workflow Technology Can Transform Your Accounting Practice.â€�


Tax season burnout? Try XPITAXâ„¢ Outsourcing

XCM XpitaxBenefits2XCM’s Xpitax Tax and Client Accounting Services (CAS) Outsourcing allows you to free up your practice’s resources all year long, and especially during busy season, by providing access to virtual, highly trained team members whose technical skills align with business needs. Xpitax team members help reduce seasonal and long-term staffing challenges, as well as employee burnout. By relieving some of the tax preparation and accounting services burdens, XCM allows your talent to focus on higher-value services. Even better, while your clients retain the same level of satisfaction, your staff doesn’t suffer burnout, giving you a happier and more productive team with less turnover. To learn more about how XCM can help make next year’s tax season less stressful, check out Xpitax Outsourcing.

XCM is all about productivity solutions

If you’re ready to embrace what technology created by accounting professionals for accounting professionals can do for your practice, you’re ready for XCM. By combining their incredible software with personalized service and training, they’re able to find solutions and efficiencies that will transform the way you do business. If you want satisfied clients, a happier staff, and increased productivity, contact XCM today to see what they can do for you.

Additional Resources

XCM Brochure

Learn more about end-to-end workflow automation using XCM

 Learn more about XCM’s Tax and Accounting Preparation Outsourcing Services