A web-based software system designed by XCM Solutions for accounting/legal/professional companies.
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.
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.
No reviews have been submitted. Do you use XCMworkflow? Have you considered it as part of your software evaluation process? Share your perspective by writing a review, and help other organizations like yours make smarter, more informed software selection decisions!