Infographics

Roadmap to Getting Started with Workflow Automation

Do you know the steps you need to take to enable productivity at your firm?

CPA firms today are realizing that in order to have a true competitive advantage, they must optimize efficiencies within their internal processes.

Getting your firm started with workflow automation is not as complicated a task as it may seem. We have created a new infographic that serves as a simple roadmap to implementing a workflow automation solution.

This infographic provides a framework for your firm, based on:

  • Your firm's drivers to improve workflow
  • The challenges your firm wants to address

Download the infographic to learn how XCM can enable productivity at your firm.

The 5 Key Factors for a Successful M&A

Sales and Use Tax In 2016

Productivity, Simply Enabled™: A Roadmap for Tax, Finance & Accounting Professionals

Tax, Finance and Accounting professionals are carrying a heavier burden every day as the pace of business continues to accelerate. Demographics, regulations, and technology are sure to change making your job tougher and creating a business environment that can be both exciting and overwhelming. So much time is spent dealing with legacy technologies, outdated business processes, and a workforce that is disengaged.

Download this infographic which outlines key takeaways from our recent webinar on strategies being deployed by today's best performers to drive productivity and maintain an engaged workforce. Access to the webinar recording and presentation slides are also included.

The POWER of TWO: Workflow + Engagement Management Software = A Standardized, Streamlined A&A Process

How Employee Disengagement Is Killing Firms Today

Dynamic Resource Allocation: Get Your Dollars, Staff and Time Investments to Deliver High Value

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