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Frequently Asked Questions

1.   Is XCM a new product?

No. Developed in 2004, XCM was the first workflow management solution developed specifically for the accounting profession. Since then, XCM has benefitted from the input and experiences of thousands of accounting professionals, through its customer guided development process.

With its sixth generation, XCM is the only workflow management software that empowers firms to efficiently and effectively manage the flow of work, flexibly - according to the firm's established processes, throughout the firm and across remote offices. XCM raises the bar for workflow management, elevating it from a departmental and/or functional solution (i.e. automating document flow) to a complete, firm-wide solution delivering work management capabilities at the individual, departmental, office, and firm levels - providing a full picture of all work within the firm.

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2.   Do you need to change your firm's processes to use XCM?

There is no need to change your current workflow process – just eliminate the redundant steps. XCM's automated workflow engine can be tailored to mirror your current process, making the implementation of XCM easy and quick.

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3.   If your firm is not paperless, can you still benefit from XCM?

Of course, XCM will automate your current paper based system or processes. You will still benefit from the real time, web-based technology that will assist your firm to gain hours of non-productive, non-billable hours every day.

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4.   Is XCM just another Tracking system?

NO, tracking and due date monitoring are features within XCM. However, XCM is much more. XCM is a workflow management solution designed to help accounting professionals address the challenges of manual process management, giving you greater control and instant access to real time information important for the completion of work.

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5.   Can you use XCM to process more than tax returns?

Designed by CPAs for the accounting profession, XCM is an intuitive solution that automates and standardizes processes for completing all work across the firm and in all departments, including audit, tax, consulting services, and human resources, in a single workflow solution.

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6.   When will a firm realize the ROI on the implementation of XCM?

IMMEDIATELY. Since XCM is a web-based system you do not need to invest in software or updates, XCM will handle all of it for you. All you need to do is receive your user name and passwords from XCM Solutions, and you will immediately start realizing the benefits of using XCM as the engine that drives your business.

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7.   Is there any training involved? How difficult is the application to use?

Training your professional and administrative staff is quick and easy. Training usually takes less than a few hours and can be done over the internet. Since XCM is web based, it has the same simple and intuitive features most web site have to navigate the application. And XCM customer service professionals are there to help with any questions you may have.

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8.   Is this only for larger firms?

XCM will help firms of all sizes be more productive and efficient. Currently, firms as small as two people use XCM, as well as firms as large as 2,000 people.

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9.   Can you access XCM from a clients' office or from home?

Absolutely, as long as you have a connection to the internet, you can access XCM. This is the best benefit of all. XCM clients appreciate the fact that they can have dinner with their family during the busy season and then connect from their home computer to answer questions from their staff or clients.

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10.   Does everyone in the firm have access to XCM?

Who has access to the system is controlled by your firm. However, it is highly recommended that you provide everyone with access to XCM. XCM clients have found that if everyone can use XCM, the efficiencies multiply proportionately. Many firms allow the receptionist to answer some of their client's questions, especially “I am waiting for my return and it hasn't arrived yet!” With a click of a mouse, the receptionist can assure the client where their return is and when they will receive it.

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11.   Do you need to purchase any additional software or report writers?

No, XCM is a web-based application or Software as a Service (SaaS). No need to buy any software, updates, or report writer. Everything you will need to use XCM is provided via the web.

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12.   Will XCM work with the software a firm is using now?

XCM is an open platform, web software system that works horizontally with all Tax, Practice Management and Document Management software. XCM allows you to leverage the investment you have already made in these software packages by incorporating real-time access to your firms' and clients' information. ANYTIME, ANYWHERE.

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13.   Do you need to get your firm's IT Partner involved?

You don't have to, but it is highly recommended. Most IT Partners or managers love the XCM application. Since XCM is web-based, there is nothing to install on each computer or update later on. All you need is a high speed internet connection (DSL or broadband), user name and passwords, and you will instantly reap the benefits of XCM.

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