Success Stories

Berdon: Success with a Summer Software Strategy

Berdon, LLP is a top CPA and advisory firm with nearly 400 professionals and staff at offices in New York City and Jericho, Long Island. Berdon initiated a project with a goal of standardizing the firm’s entire tax practice on a single workflow solution. This effort was no small undertaking in a firm that prepares more than 10,000 tax returns annually. After learning more about the XCM workflow system and how it would empower them to work digitally, the firm implemented XCM in just three weeks.