About XCM Solutions

Designed by CPAs for the accounting profession, XCM is an intuitive, Web-based application that automates and standardizes processes for completing work across the firm and in all departments, including audit, tax, consulting, and human resources, in a single workflow solution.

XCM replaces the cumbersome and inefficient manual process of moving paper files through the office and centralizes important task information typically housed in disparate applications, paper files, and sticky notes – eliminating countless non-billable hours chasing returns or looking for files. Firms of all sizes use XCM as a strategic management tool to increase efficiency and improve customer service.

XCM Solutions’ Features

• 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.

Contact XCM Solutions

Website: http://xcmsolutions.com/index.html

Email: info@xcmsolutions.com

Phone: 787-356-5152