Success Stories

Santora CPA Group: Transforming the Tax Process from Cumbersome to Streamlined

With a growth rate of 27% over two consecutive years, Santora CPA Group knew they needed to streamline and automate tasks to keep up with their increasing workload. Their new XCM system took just two months to set up and went live right before tax season. Learn about how this 35-person firm used XCM to improve visibility and task tracking while transitioning to a fully paperless, streamlined practice.