XCM understands the challenges you face as a Tax & Audit partner.

The Dilemma: Your client demands superior customer service, but your office is disorganized and out-of-control. You can’t answer your client’s questions fast enough. You don’t know where your client’s return is. You need to access files in the hands of your managers and staff.

How can you provide efficient and responsive customer service when you’re out of the office and don’t have access to your files?

A client contacts you and wants to know the status of their return. How can you respond quickly and accurately?

XCM is YOUR answer.

XCM allows you to control the process with remote, real-time web access.

The All Clients or My Clients page enables you to quickly find the status of a client’s return.

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Historic routing of the return including when it was logged in, who worked on it, when it was moved and with whom it currently resides, is available in full detail.

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Any open items can be addressed with the click of a button.

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XCM adds value to every decision you make.

• Quick client responses equate to increased client satisfaction.
• Less time chasing information allows more time for Value Added activities.
• With the click of a button, stresses and anxieties associated with poor customer service are relieved.