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

Features

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