"Eliminating the paper routing sheet alone saves the average 6-person firm about 225 hours each year."
Paperless Workflow
XCMessential's digital control sheet replaces your paper routing sheet. Fields capture all relevant client and task information. And easy-to-navigate tabs instantly connect you to issues and points, shipping and assembly instructions, and sign-off information - automatically tracking each step through the eFile process.
Integration with Windows® Explorer allows you to easily link all related documents, such as last year's tax return, calculations, and scanned workpapers, to give you and anyone who works on that return instant access to data necessary to complete that task - saving you precious time at every step in the process and ensuring that no pertinent information is overlooked.
With XCMessential, you can have a completely paperless workflow today. Whether your practice is paper driven or you already employ paperless technologies, XCMessential is a critical component of the technology driven firm.