"XCM is an automated workflow solution
for the accounting profession."

Products: XCM: Comparative Analysis

XCM XCM Outsource

"XCM provides information I never had before, at my finger tips."

XCM Acclerated Workflow Automation

XCM is the only workflow and information automation solution that was created, designed, and tested by a CPA firm. While other software programs provide tracking and monitoring, XCM provides so much more that can help you manage your office. The following competitive analysis shows the breath of features that XCM has to offer.

Detailed Features   XCM   Tax software   Other Solutions
Does the application provide:            
               
1 Tracking and monitoring?   Yes   Yes   Yes
               
2 Tracking reports that are easily accessible and available to all employees?   Yes   No   No
               
3 All employees (audit, tax, partners, managers, staff and admin) with universal access?   Yes   No   No
               
4 Remote capabilities (web based access from anywhere)?   Yes   No   No
               
5 A simple, intuitive user interface that is easy to learn with zero or minimal training?   Yes   No   No
               
6 Complete historical tracking and routing of data by individuals?   Yes   No   No
               
7 The ability to locate a return and review open items without ever having to open tax software or leave your office?   Yes   No   No
               
8 A complete workflow solution from log in to completion of the return?   Yes   No   No
               
9 A custom, dynamic web-based home page that details tasks for all individual employees?   Yes   No   No
               
10 Automatically-generated notification emails to inform individuals that a task has been assigned?   Yes   No   No
               
11 Automatic (versus manual) status change of the return as it moves through the preparation process?   Yes   No   No
               
12 Simple query-based reports for all staff and employees?   Yes   No   No
               
13 The ability to manage all firm work, including financials, notices, bookkeeping, special projects, etc.?   Yes   No   No
               
14 The ability to centrally post questions, answers, review points and comments?   Yes   No   No
               
15 Automatically-generated reminders if questions and review points are still open at the assembly stage?   Yes       No
               
16 Automatically-generated email to clients requesting answers to open questions/missing information?   Yes   No   No
               
17 A summary of all returns with open questions detailed on your home page?   Yes   No   No
               
18 The ability to record assembly and shipping instructions (i.e. control sheet)?   Yes   No   No
               
19 A record of how returns were shipped, including tracking numbers?   Yes   No   No
               
20 The ability to track the entire E-file process, from client approval to government approval?   Yes   No   No
               
21 Automatic time accumulation functions that track billable hours?   Yes   No   No