Resources

Case Studies

Video: Jamestown XCM Testimonial
Hear Sandi Holtzman, CPA describe how XCM helps her company prepare 100 partnership entities that flow out to 60,000 tax returns for the individual investors in Jamestown.

Materials

Brochure: Xpitax for SOC 2 Compliant Outsourcing
Learn how Xpitax protects your client data when you outsource individual and entity returns and/or Client Accounting Services.