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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.






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 .