Success Story

Client Accounting Services Workflow Use Case

While the Client Accounting Services (CAS) model has emerged as a key revenue driver for public accounting firms, many have yet to adopt best practices to ensure peak operational productivity. Common practices including the use of Excel spreadsheets to monitor projects and a lack of standardized workflows hinder efficiency and, ultimately, profitability.

XCM is a workflow solution that automates, standardizes, and streamlines CAS processes across departments and people. The platform offers full visibility at all levels to help managers monitor capacity and staff move work through the firm efficiently and effectively.