Technology
XCM 2010 Who’s Who
Feb. 26, 2019
![xcm_solut_10111329](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2022/07/319/xcm_solut_10111329.png)
Company Overview
XCM Solutions is a leader in delivering workflow management solutions that empower accounting professionals at firms of all sizes and specialties to improve efficiency, productivity and profitability by giving professionals better control over their processes for completing work. XCM is also a key component of CPA2Biz’s Trusted Business Advisor Solutions cloud computing platform.
Now in its seventh generation, the XCM workflow management software has benefitted from the insights and input shared by tens of thousands of users. Today, XCM is the only firm-wide, platform independent workflow management system that works with a firm’s existing processes and technology investments, and has the flexibility to adapt to their changing needs in the future.
XCM provides real-time project detail at the individual user, department/office lead, and firm management levels to help firms implement standardized best practices, automate and digitize processes, and improve client service. Easily and securely accessible through the Web, the XCM software also serves as a collaboration tool to facilitate knowledge sharing across the firm and with remote workers for a truly client-centric service approach.
Products
The XCM family of Web-based workflow management solutions is designed specifically for the accounting profession with three offerings — its flagship XCM™; XCMessential™, a cost-effective, streamlined version that addresses the unique needs of sole practitioners and small firms; and XCMcorporate™ for corporate tax and accounting departments, delivering:
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Personal Workload Management
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Process Control and Standardization
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Centralized Knowledge Management
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Enhanced Client Service
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Simplified Project Management
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Firm-Wide Resource Management
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Complete Workflow Automation
XCM has become an indispensible tool to accounting professionals as they adapt processes to digital technologies to improve productivity and enhance client service.
Markets Served
XCM Solutions focuses on developing solutions for the accounting profession, including practices of all sizes and specialties, as well as corporate finance departments.
XCM™ – 10 + users
XCMessential™ – 1- 10 users
XCMcorporate™ – tax, accounting and internal audit departments
Customer Support
XCM Solutions offers both web-based and on-site training, as well as live customer support and an annual user conference. For those firms that need individual workflow analysis, XCM Consulting provides a detail review and analysis of how you can improve the workflow within your firm.
XCM Solutions, LLC
10 Forbes Road West, Braintree, MA 02184
Phone: 781-356-5152
Fax: 781-356-5450
info@xcmsolutions.com
www.xcmsolutions.com
Number of Employees: 25
Year Founded: 2004