"We can manage knowledge more effectively, saving time and adding value to every decision we make."
Knowledge Management
XCMessential provides a central location for storing all the unstructured data related to a particular client project - important bits of knowledge scribbled on note pads or shared through email that find their way into a client file.
For instance, you learn your client has sold a rental property, or exercised some stock options, or disposed of an asset. Stored in XCMessential, you can be sure that this information is readily accessible to you or whoever works on that return when the information is needed.
The issues and points tab also gives you a place to note missing data, comments about applicable tax research, preparation questions, and any information you and staff members need to access and share in order to complete that task. Integration with Microsoft Outlook allows you to instantly communicate open items to clients by creating an email that automatically populates questions and open points.
Checks in the system prohibit tasks with open points from being moved to completion until those points are cleared, ensuring that nothing slips through the cracks and improving client service.
You select which information to roll forward year-after-year documenting a complete history of your client relationship to help you build a strong, loyal client base - that also helps you to build a knowledge base that ultimately increases the value of your business.