Improved Process. Increased Profitability.
Improved Process. Increased Profitability.
The Xpitax Workflow Process
Because we understand the day-to-day and minute-to-minute issues that CPAs face during tax season, we recognize the need for a complete tax return Workflow Process-one that is simple to use, secure, efficient, and accurate in tracking each stage of the return. Any firm, regardless of size, only needs a scanner and high-speed Internet access to get started.STEP 1
Individual tax organizers and source documents are sorted, scanned and sent electronically by the CPA firm with the previous year's return (using a data file from ProSystem fx, UltraTax, ProSeries or Lacerte) to Xpitax's secure US-based hosting site.
STEP 2
Xpitax's chartered overseas accountants access the files using a secure VPN connection and process them remotely. No client documents ever leave the U.S.
STEP 3
Xpitax's accountants prepare review notes and send them to the CPA firm for clarification. Additionally, e-mails indicating that review notes for a specific taxpayer have been posted to the site and are awaiting review are automatically generated to appropriate contacts at the CPA firm.
STEP 4
Once questions have been answered and open items cleared, the overseas preparer completes the return, submits it to a supervisor for review and posts it to the XCM website for the CPA's final review and processing.
The Xpitax system mirrors the tax preparation process that occurs every year in thousands of accounting firms across the country. We do not change the way you do business. We simply make it more efficient and more effective.
