"XCM is the engine that drives your entire office."
XCM™ Workflow Management
The award-winning XCM workflow management software is the only solution designed specifically for the accounting profession that empowers firms to efficiently and effectively manage the flow of work, flexibly - according to your established processes, throughout the firm and across remote offices.
XCM is a complete, scalable, and affordable workflow solution used by thousands of professionals in firms of all sizes, from small specialty practices to large multi-office firms with a national footprint.
XCM sets the bar for workflow management, elevating it from a departmental or functional solution to a complete, firm-wide solution delivering work management capabilities at the individual, departmental, office and firm levels - providing a full picture of all work within the firm and the flexibility to dynamically manage that work.
XCM delivers advanced functionality for firms with greater work management needs:
- Robust client service and management capabilities, including a centralized information repository for all project specific information and knowledge, one-click advanced search, and a full suite of client and management report templates;
- Integration with CCH ProSystem fx® Document and Windows® Explorer, giving firms real-time access to important client documents as the work moves intelligently through the office or across multiple offices, enabling greater efficiency and productivity;
- Expanded workflows that offer firms a turnkey solution customized to fit all types of work completed within the firm, including tax, A&A, bookkeeping, proposals, and operational functions such as large-scale IT initiatives;
- Intelligent automation of repeating activities through recurring tasks capability;
- Firm Specific Jurisdictions that enable the creation of custom due dates and extensions with global application across the firm for significant time savings;
- And, Accounting & Audit compliance and reporting capabilities to track all information required for engagements, including an extensive sign-off page, ability to track 45/60 day requirements, partner rotation, reporting and scheduling dates, among other things.
Request a demo of our award-winning XCM workflow management software today, or learn more at XCM Solutions.