Why We're Better
XCM is Productivity, Simply Enabled®
By connecting people through process and technology, XCM has become a key piece of the technology equation for the tax and accounting industry. With real-time access to the data you need, in one central location, XCM empowers businesses to measure and optimize for continuous improvement year over year.
XCM’s customer-guided development process has helped us continuously raise the bar for business process automation. In addition to ongoing product enhancements and dedicated client service representatives, XCM provides control over your tasks and deliverables with visibility across your entire organization. Instill accountability at all levels with a flexible platform, designed to meet the pace of your business and help you get more done with less.
Because of its SaaS model, XCM can be implemented in most environments quickly and easily in just two weeks. New users will receive a welcome kit that includes a short, easy-to-follow implementation checklist to help you better understand the process; a client import tool to help you populate XCM with your current client data; as well as a training overview and schedule with flexible training options for you and your team.
We also offer complimentary training options, as well as pre- and post-implementation consulting services to firms that request additional guidance. We know that successful planning is the key to a successful rollout and will work closely with you to customize a plan suited to your specific requirements. Our dedicated client service representatives will ensure you are all set post-implementation as well.