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XCM is the leading end-to-end workflow automation solution, designed exclusively for tax and accounting practices of any size. XCM's comprehensive feature set enables you to easily manage clients, tasks, schedules, and projects in real time for unprecedented efficiency gains. Having a holistic view of all work in progress at the individual, departmental, and firm-wide level gives you greater control-allowing you to see and proactively address bottlenecks before they become problems, enabling real-time workload balancing, and empowering you to proactively serve your clients.

Practitioners require a system to streamline complex, time-sensitive processes firm wide—XCM defines true workflow automation.

  • XCM standardizes and automates workflow across departments, including audit, accounting, tax, consulting, and firm operations.
  • XCM has helped more than 25,000 users realize the value of automating workflow.
  • Workflow automation increases firm productivity up to 30%.
  • XCM is consistently enhanced via a customer-guided development process.
  • XCM is developed by a company that for more than a decade has been focused on delivering workflow solutions to accounting professionals.
  • XCM is designed by CPAs with unsurpassed expertise in solving firms' workflow issues.



When workflow is automated, productivity skyrockets. XCM offers a comprehensive system to monitor activity across departments and with exceptional detail—fueling efficiency firm wide.

  • 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.



XCM mirrors your firm's current workflow process, so you can continue to work as you do now. You don't have to change your internal work processes or methods; XCM adapts to your workflow. Although the vast majority of accounting firms have similar workflow management challenges, your technology needs may differ depending on the size of your firm. That's why XCM is a highly scalable and flexible cloud-based solution that is simple to use and easy to implement in order to meet unique needs of firms of all sizes, including sole proprietorships, small firms, and mid-size to large firms.

Designed by CPAs for the accounting profession, the XCM workflow automation software benefits all users in all roles across firms of all sizes.



XCM is a complete workflow management system that empowers you to manage all types of work firm-wide, within all departments and across multiple offices. Key features include:

  • Custom Homepage: employees access a custom homepage to view an organized list of assigned tasks.
  • Detailed Project Management: project tasks move efficiently through your office and are easily viewed in one central location.
  • 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.
  • Integrated Scheduling: enables dynamic, real-time management of resources firm wide.
  • Integrated Client Portal: allows you to easily and securely collaborate with clients on projects.
  • 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.





Greater Productivity Means Improved Profitability
XCM workflow automation software can help you get a better handle on your business and boost productivity firm-wide. XCM empowers your entire staff to work more efficiently and effectively. Increased efficiency means improved productivity, which drives better realization rates and greater profitability. XCM captures critical management data as work moves seamlessly through your office(s). With its powerful search and reporting capabilities, you gain real-time access to high-level data like a holistic view of all work in progress essential to helping you manage your firm.



Empowering Proactive Client Service
XCM puts at your fingertips everything you need to manage your team, your practice, and to deliver exceptional client service. Instant access to all information related to your client work empowers you to better serve that client proactively addressing questions and issues as they arise, identifying new service opportunities, and delivering high touch, high value service that draws on your breadth of knowledge about their financial picture. XCM enables better collaboration between departments for capacity planning and resource management. XCM helps you empower your staff to work more productively reducing overtime and minimizing burnout. Greater employee satisfaction helps you better recruit, retain, and nurture talented staff.



Better Control Over Your Work
XCM gives you instant, real-time access to the status of all your work from your customized home page, helping you more effectively manage work and ensuring nothing slips through the cracks. My View gives you a summarized view of key information pertinent to all tasks assigned to you including account information, difficulty and priority levels, status, due dates, open points and checklist items. XCM provides a detailed history of all tasks who had it, in which step, when and for how long, to help you assure accountability and empower you to proactively address bottlenecks before they hinder productivity. With XCM, you can easily access your work anytime/anywhere, giving you greater flexibility and improved work balance.



Manage Work Firm-Wide More Easily and Effectively
XCM gives you the tools you need to more effectively manage all work in progress across the firm. XCM delivers a suite of real-time administrator reports, especially designed to deliver the metrics you need to keep things running smoothly. You can see potential bottlenecks, reallocate work among professional staff, keep a pulse on critical due dates, and oversee entire processes with just the click of a button. XCM helps you gain an end-to-end view of your firms processes, from the time work comes in until the resulting product is shipped back out to the client. XCM includes a full tracking and due date monitoring system to help you assure compliance and more effectively manage deliverables, even during your busiest times.




Work More Efficiently and Effectively
XCM helps you work more efficiently by standardizing and automating all tax workflow. XCM mirrors manual processes with a digital routing sheet that pushes work through your office or across offices according to your established procedures. From this routing sheet, users can access due dates, review points, assembly & shipping instructions, as well as linked documents and last year's tax return - putting all data needed to complete the task at your fingertips.



Gain Better Control Over All Your Engagements
While your engagement software holds detailed binders for each job, XCM helps you maintain control over jobs - letting you view what's been started, where it stands and who's working on it. In addition, you can assign individuals within each step ensuring checklist items are completed before the work can move forward. XCM lets you manage how work moves through your office and automatically captures audit details, ensuring transparency and accountability, without asking team members to manually update tracking sheets or provide regular updates.



More Effective Management for Greater Value Delivery
XCM can help you streamline your daily client accounting services workflow and enable you to focus on the coaching and consulting your clients' value most. XCM provides a management-level view of where each of your clients' CAS activity stands and automates recurring weekly, monthly, quarterly, annual tasks, so nothing slips through the cracks. Search and reporting dashboards provide a real-time view of all client work, so you can zero in on a particular client's activity.



Streamline and Standardize Operational Procedures
XCM can help you streamline, standardize, and automate all your operational procedures and manage them as efficiently as your client work. XCM's flexible workflow system empowers firms to manage both vertical and horizontal process steps within or across tasks. You can standardize the order of steps within a process, assign multiple items, and set deadlines within a specific step of the process that occur simultaneously. XCM lets you instantly see what has been done and reassign if necessary to meet project due dates.







Corporate CFOs and other executive-level leaders in tax, accounting and finance face the daily pressure of delivering sound, accurate data and analysis to ensure growth, control costs, drive investment and manage risk. In addition to daily mission-critical tasks, ad hoc projects arise and demand immediate attention — creating a crisis-and-chaos environment that puts a great drain on your time.

XCM delivers the leading workflow automation solution to the corporate environment. Powered by advanced cloud technology, the XCM Corporate solution centralizes corporate tax, accounting and finance processes within a single platform for end-to-end, streamlined workflow management. The system delivers a panoramic view of every process step — across roles and functions — so you can pinpoint the progress of any task and calm the chaos and crisis. And with the ability to fully streamline and automate operations, you can take back your time to refocus on higher-value strategic and execution work.



XCM was developed with the busy corporate business leader in mind, delivering unprecedented value in terms of Clarity, Control and Accountability. When processes are automated and streamlined the results are powerful:

Clarity — Always have a clear, up-to-the-minute view of process timelines and task lists to efficiently manage all projects and make fast, informed decisions.

Control — Easily monitor and maintain control of work with standardized tasks and checklists, mitigating bottlenecks that threaten deadlines.

Accountability — Granular-level visibility into processes increases accountability and productivity at the resource level.





Corporate tax, accounting and finance departments will continue to face breakneck deadlines. XCM was designed to reduce the chaos within these environments by streamlining workflow at every end. Powerful features and functionality make XCM the ideal choice for today’s exceptionally busy corporate world. Consider what XCM do for your department...

XCM automates processes from pre-tax preparation accounting and financial statement certification through finance to final signoff and filing. Across departments, directors and managers can locate the current status of any project on a 24/7 basis. XCM Tax workflows include:

  • Tax planning, transactions, risk management
  • Transfer pricing corporation tax accounting (US)
  • Corporation tax accounting (non-US)
  • Corporation direct tax compliance (US, Federal and state)
  • Corporation direct tax compliance (non-US)
  • Sales and use tax
  • Real and personal property tax withholding


Timely period closure and reconciliation activities are the financial lifeblood of corporate finance. XCM reduces the time for period closure and builds validation and signoffs into the process. XCM’s customized process generator simplifies tracking of recurring and ad hoc projects reducing errors and missed deadlines. Individual tasks are easy to follow and track using process maps created for smooth transitions from one resource or department to the next — providing transparency of deliverables. XCM Accounting workflows include:

  • Manage policies and procedures
  • General accounting setup
  • External financial reporting  
  • Month, quarterly, and year-end accounting process
  • Perform inventory controls
  • Monitor and maintain market specific control environment
  • Perform BPO governance
  • Accounts payable
  • Accounts receivable
  • Expense reimbursement
  • Indirect procurement
  • Process customer credit
  • Manage order entry invoice customer 
  • Manage and process collections
  • Manage and process adjustments and deductions
  • Payroll processing


Mission-critical financial planning and analysis activities can be a constant headache of version tracking, status reporting and deadline management. XCM reduces time for recalculations and information validation and automates the financial reporting and budget creation process, so you can count on high quality and on-time delivery. Cross departmental processes track sub-tasks that roll up into larger reporting requirements, or budget creation, allowing easy oversight of the process through the solutions highly visible and easy task search capabilities. XCM Finance workflows include:

  • Financial planning and analysis - FP&A
  • Perform planning budgeting and forecasting
  • Evaluate and manage financial performance
  • Provide decision support
  • Perform cost analysis (manufacturing finance)
  • Manage fixed asset project accounting
  • Treasury
  • Manage treasury policies and procedures
  • Manage cash and in-house bank accounts
  • Manage debt and investment management financial risks





Corporate tax, accounting and finance departments will continue to take on more and more work with fewer resources. They also have to manage more data and control points and are relied on for critical and sometimes immediate decision support. With XCM, these challenges can be overcome and chaos mitigated. Consider the immense value:

  • Significantly increase productivity with the power to augment efficiency by up to 30% via streamlined, automated workflow.
  • Provide complete visibility to monitor tasks at a granular level and in real time for uninterrupted views of work progress.
  • Reduce risk of non-compliance by having built-in controls and signoffs in place.
  • Increase confidence in delivering quality, timely outcomes, whether it focuses on a corporate tax return, monthly accounting closure, or quarterly financial reporting.
  • Centralize information so you can monitor all processes within a single system.
  • Boost staff accountability and accelerate productivity. The system’s My View screen offers an all-access view of tasks to increase staff accountability and offer easy online management of workload.
  • Keep you connected 24/7 via XCM’s cloud platform and integrated mobile apps for anytime-anywhere and on-any-device access.





The accounting landscape is changing rapidly. In a word, Complexity, defines the single greatest challenge, and opportunity, facing CPAs. Firms are rethinking their strategies for practice management, client services and talent development.

CPA.com is your primary source for taking the complexity out of moving your Firm into the digital arena - enabling you to focus on growing your business with the smartest solutions in our industry.

To learn more about XCM from CPA.com, please contact our team at inquire@hq.cpa.com or by calling 781-356-5152 .