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End-to-end WORKFLOWAUTOMATION

781.356.5152

Today’s firms are focused on efficiency, eliminating paper-heavy, manual-driven processes that consume countless non-billable hours. With XCM, firms are armed with a powerful cloud-based workflow solution to accelerate productivity firm wide.

Consider the following example of increased efficiency and profitability!

Automate your workflow and watch productivity soar

Recover billable hours through automation

By using XCM, a firm can save approximately 80-90 minutes of

an employee’s time each day. Therefore, if a firm:

Employs 20 people

Each employee works 100 days

through busy season

at a fee of $120/hour

The firm can recover as much as $360,000 in billable time annually

XCM...Defining workflow automationXCM is the profession’s premier workflow automation solution, designed exclusively for tax and accounting practices of any size. While other vendors offer basic add-on workflow features as an after-thought, the XCM team has mastered the concept of end-to-end workflow automation and packaged it within the professions’ most powerful solution.

Practitioners require a system to streamline complex, time-sensitive processes firm wide—XCM defines true workflow automation. With XCM, you have the peace of mind that your workflow solution:

• Standardizes and automates workflow across departments and offices, including audit, accounting, tax, consulting, and firm operations.

• Is consistently enhanced via a customer-guided development process.

• Has been fully vetted by the AICPA.• Is developed by a company that for more than

a decade has been focused on delivering workflow solutions to accounting professionals.

• Is designed by CPAs with unsurpassed expertise in solving firms’ workflow issues.

THE VALUE OF AUTOMATIONWhen workflow is automated, productivity skyrockets. XCM offers a comprehensive system to monitor activity across departments and with exceptional detail—fueling efficiency firm wide. Consider the value:• Accelerates employee productivity—the system’s

My View screen offers an all-access view of tasks for easy online management of workload.

• Centralizes information—eliminating the need for cumbersome paper files and cutting down on manual search time.

• Enhances client service—online access supports real-time response to client requests.

• Offers “full-access” views for management—providing firm leaders with real-time views of work across the firm, supporting higher realization rates, ensuring compliance, and enabling fast response times.

• Keeps you connected 24/7—via XCM’s cloud platform and integrated mobile apps for connectivity anytime, anywhere, and on any device.

A look behind the automation—How XCM works XCM is designed to efficiently handle complex workflow across departments. Through thoughtful design and input from thousands of accounting professionals, XCM is the premier choice in automated workflow solutions. Consider a few key advantages:

1. Custom homepage—employees access a custom homepage to view an organized list of assigned tasks.

2. Detailed project management—project tasks move efficiently through your office and are easily viewed in one central location.

3. Powerful search feature—allows you to quickly search work in progress and specific project details. Real-time access supports immediate response time when clients call with questions and requests.

4. Integrated scheduling—enables dynamic, real-time management of resources firm wide.

5. Integrated client portal—allows you to easily and securely collaborate with clients on projects.

6. Powerful cloud- and mobile-enabled platform—supports on-the-go, 24/7 access and integration with other leading solutions to support today’s digital CPA firms.

Enjoy XCM’s intuitive design on your desktop

and mobile device.

XCM is the profession’s premier workflow automation solution, designed exclusively for tax and accounting professionals. Learn more about how XCM can streamline your workflow firm wide for unprecedented time savings.

SEE XCM IN ACTION! REGISTER FOR A DEMO: CPA.com/XCM

CALL: 781.356.5152

CONTACT US TODAY!

What Differentiates XCM...• Developed by CPAs just like you

who understand the importance of a highly efficient workflow.

• Has helped more than 25,000 users realize the value of automating workflow.

• Has the power to increase productivity up to 30% in your firm.

• Processed over 10 million projects over the last 10 years.

• Automates workflow firm wide, across departments and offices.

• Vetted and endorsed by the AICPA as the recommended workflow solution for members.

Tap into our RICH LIBRARYof resources to learn how to build a fully automated, end- to-end workflow in your firm.

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