About XCM

XCM is a web-based process workflow solution designed for tax and accounting professionals to work more efficiently and effectively in a digital environment. XCM is a workflow management solution that:           

    Eliminates the need to manually move files throughout your office and provides instant access to client information, thereby increasing efficiency, productivity, and profitability within a firm.

    Reduces anxiety and stress during the busy season at the Partner, Professional Staff, and Administrative Staff levels by providing transparency into the status of work and enabling real-time reporting capabilities.

    Drives increased profitability by facilitating faster processing of tax returns, tax notices, financial statements, and bookkeeping.

    Enables outsourcing of tax returns and Client Accounting Services to Xpitax.

 




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