A web-based software system designed by XCM Solutions for accounting/legal/professional companies.

About XCMworkflow

Eliminate unproductive manual processes and improve efficiencies, client satisfaction and firm profits. XCMworkflow is a web based application that helps move tasks through your office thus improving productivity.

Video Overview


Some of the features found in XCMworkflow include:

  • Improve control of your office with automated tracking and workflow of your entire preparation process allowing you to control the process rather than the other way around.

  • Improved work load balancing allows you to see work assigned to each employee.

  • Central clearing house area to post questions and answers to tax return questions.

  • Due date monitoring provides employees with information on which returns have been extended, e-file information, shipping information, etc.

  • Detailed reports for each return provide complete history of actions performed.

  • Complete assembly instructions provide detailed instructions to administrative staff on each return.

  • Customized home page for each employee provides daily to-do lists to keep everyone on task.

Target Market

  • Tax professionals
  • Accountants/Client Accounting Services (CAS)
  • Auditors

Product Overview

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