Facilitate the transition to a paperless work environment

The XCM workflow management software is designed to help you work more efficiently and productively, and to help facilitate the transition to a paperless work environment.

XCM is a complete workflow management system that empowers you to manage all types of work firm-wide, within all departments and across multiple offices. As a standalone workflow management solution, XCM works well with your existing technology investments, including transactional systems like general ledger, tax, engagement and other such applications, and integrates with practice management and document management systems to give you a comprehensive view of all work within the firm and its status within the defined processes. This knowledge is necessary for resource management, client management and workload management at the individual, partner and firm administrator levels.

Key Product Features:

XCM brings together essential functionality – often found in disparate tools, spreadsheets, and databases – to give you an easy, more productive workflow solution to manage work across your firm. Key features include:

  • Personal Workload Management
  • Process Control and Standardization
  • Centralized Knowledge Management and Storage
  • Enhanced Client Service
  • Simplified Project Management
  • Firm-Wide Resource Management

Complete Workflow Automation