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White Papers

Building Your Bullet-Proof Plan for Paperless Practices

Going paperless is not a one-size fits all endeavor – you need to build a plan that’s right for your business. Learn from the successes and the missteps from practitioners who have maximized their paperless investments to achieve immediate gains for your business.

Seven Habits of High Performing Firms

A recent study conducted by Bay Street Group shows a strong relationship between high performance and a firm’s view of technology as a strategic asset, and uncovered significant gaps between high and low performing firms in key areas that can serve as a guide for success.

Case Studies

Brochure: XCMtoolbar for PDFs

Learn more about XCMtoolbar, an easy-to-use PDF toolbar for accountants that puts key annotate, bookmark and review features at your fingertips.

Brochure: XCMportal for Secure Client Collaboration

Learn more about the XCMportal secure file transfer module for XCM users to safely collaborate with clients and third parties.

DGC: The Path to “Paperlessness” Is Not Paved in Gold

The path to paperlessness may not be paved in gold, but the experience of at least one Boston area accounting firm suggests that it just might be blanketed in green.

Fuoco Group: Sharing “Better Practices” for Sustained Growth

XCM empowered Fuoco Group to grow from a six person to one of the region's leading accounting and consulting organizations with more than 60 employees in three offices in just four years.

Lean Processes Yield Fast Savings for Kolb+Co.

The 50-year-old, full service accounting and consulting firm turned to the Lean Six Sigma Green Belts at Flowtivity and the XCM software to work more efficiently while maintaining top notch client service.

WISS Adds XCM to Its Growth Strategy

Wiss & Company, LLP is one of New Jersey's largest and most successful accounting and consulting firms - experiencing an average of 25% growth per year thanks in part to its paperless investments.

Materials

Brochure: XCM Workflow for Firms

Learn more about the award-winning XCM workflow management software for firms of all sizes and specialties.

Brochure: XCMcorporate for Tax and Finance Departments

Learn more about XCMcorporate workflow for tax and accounting professionals working in business and industry.

Brochure: XCMessential for Small Firms

Learn more about XCMessential, an introductory version of XCM workflow software for firms with 1-to-10 employees.

XCM Ad: Blumer Plays Extreme Dodgeball

Jason Blumer, CPA.CITP, Chief Innovative Officer of Blumer & Associates, CPAs and Founder of the THRIVEal +CPA Network plays extreme CPA dodgeball with the time he saves using XCM.

XCM Ad: Fuoco Group Grows

NY-based Fuoco Group merged with a Florida firm opening a second office in the Sunshine State with the time it saved using XCM.

XCM Ad: Janover Plays Ball

Janover LLC focuses on work life balance with the time it saves using XCM, sponsoring company softball and soccer teams.

XCM Ad: KAF Goes Skiing

KAF Financial Group went skiing on March 26th with the time this 60-person firm saved using XCM.

XCM Ad: WS+B Flash Mob

WithumSmith+Brown focuses on its high employee satisfaction with the time it saves using XCM, showcasing why this 440+ person firm is one of the Best Firms to Work For (featuring WS+B flash mob video).