Have a real-time view of all work—from linear recurring processes to complex parallel inter-dependencies.
Gain 360° visibility to work, regardless of role and across projects—with real-time data rolling up into actionable and customizable reports.
Stabilize staff bandwidth with world-class Xpitax Outsourcing services. Experienced tax professionals can prepare returns, and CAS professionals can help with back office accounting projects.
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Many firms battle time constraints during the busy season and struggle with low utilization in the off-season. Experienced Xpitax tax professionals are trained to prepare quality returns, helping you reduce busy season burnout, increase customer satisfaction, and optimize profitability.
Client Accounting Services (CAS) Outsourcing enables firms of all sizes to offer their small and mid-size business clients a full CAS suite. Use our bookkeeping and accounting professionals for routine work while you and your staff focus on value creation.
Observe every outsourced return or project through each step of the process and communicate with Xpitax professionals from anywhere, at any time.
Maintain outsourced projects in a central location that shows you where it is, every step of the way—enabling responsive client service and adding value to your practice.
Experience the benefits of outsourcing, without changing to accommodate an external process. Xpitax professionals use the same tax software you use in your firm.
Alleviate the end of season "crunch" by outsourcing individual returns as they come in, and you efficiently process a greater quantity of high-quality returns.
Outsource with confidence that our qualified SOC 2 compliance and security will keep your project detail and client information secure at all times.
Receive prepared tax returns with review notes back within 12-36 hours of submission, helping you provide world-class client service and keep projects moving.
Realize significant cost savings and boost profit margins with competitively priced Xpitax Outsourcing services.
XCM offers a complete productivity enablement and workflow platform that empowers you to manage all types of work, within all departments, and across multiple offices. Our solutions include XCMworkflow, XCMscheduler, XCMportal, XCMmobile, and Xpitax® Outsourcing—all designed by tax and accounting business process experts to help you work more efficiently and effectively in a digital environment.
XCM is an open platform system that works horizontally across tax, accounting, finance, audit, and operations applications. We manage millions of processes per year, enabling professionals to complete more work, in less time, with greater quality. Our device and browser-agnostic cloud solutions offer real-time, anywhere, anytime access to work. Though we integrate with several popular tax and accounting packages, the real payback is through your greatest asset—your people.
XCM is a scalable, cloud-based workflow automation solution that empowers tax, accounting, and finance professionals to gain greater clarity, control, and accountability over their projects, tasks, and deliverables.
Integrated with XCMworkflow software, XCMscheduler delivers automated, real-time resource allocation for tax, accounting, and finance organizations. It also offers calendar-based scheduling that integrates with Outlook.
Gain immediate access to key areas of your XCMworkflow from wherever your busy life takes you. XCMmobile gives you essential productivity enablement capabilities from any mobile device.
Tax OutsourcingCAS Outsourcing
Measure real-time productivity by viewing your business’s XCM data points in highly visual, fully interactive dashboards.
XCMapi offers the option to pull and push client, entity, task, employee, or time data from other software systems in real-time.
XCM's productivity enablement and workflow platform has become a key piece of the technology equation for tax, accounting, and finance organizations as they move toward a real-time, on-demand environment.
Powered by advanced cloud technology, XCM centralizes tax, accounting, finance, and audit processes within a single platform for end-to-end, streamlined workflow management. The holistic view of all work-in-progress helps leading firms and tax departments balance workloads, proactively address bottlenecks before they become problems, and drive profitability.
By optimizing processes across your organization or department, you and your team will progressively perform at peak efficiency—equating to immense productivity gains, cost savings, and capacity expansion.