Success Stories

Wiss & Company Implements true workflow automation that delivers with XCM

Learn how one determined tax administrator led her firm to end-to-end workflow automation—one department at a time. By adopting XCM, the team at Wiss & Company now knows what true workflow automation feels like.

Adopting XCM was one of the best moves the firm made—elevating workflow efficiency to unprecedented levels and finally ridding the firm of long-time paper-heavy processes. Starting with the tax department, which was jokingly referred to as the “Wild West” at the time, the implementation team was able to fully automate the tax workflow. Next on the list was audit, and from there the team plans to automate all departments firm wide.