Improved Process. Increased Profitability.

Improved Process. Increased Profitability.

Xpitax Press Releases

XCM Solutions Announces Availability of the Next Generation of its Award-Winning Workflow Management Software

September 22, 2008 -- XCM Solutions, LLC, the pioneer in delivering paperless workflow solutions to the accounting profession, today announced the availability of XCM Version 6.0, the next generation of its award-winning workflow management software featuring integration with Windows® Explorer. The new release offers enhanced process automation and A&A compliance reporting capabilities that extend XCM's utility as a firm-wide solution.

"XCM has continued to innovate with each version, and the release of Version 6 is no exception," said Randy Johnston, Executive Vice President, K2 Enterprises. "Firms have been looking for the features that are now included, such as control of audit procedures, bookkeeping responsibilities, jurisdictional due date monitoring and workflow control through Windows Explorer. If you are looking for a workflow product for your firm, now is the time to review XCM."

XCM 6.0 gives professionals greater control over all work processes in all departments across the firm with new and enhanced functionality including:

  • Extended workflow categories and controls for more flexibility in defining processes for all types of work performed in the firm, including tax, A&A, bookkeeping, proposals, evaluations, etc.;
  • New A&A specific compliance tools to help firms more easily capture high level engagement information allowing partners and managers to easily monitor and control all their ongoing engagements with the click of a button;
  • Intelligent automation for recurring tasks to help firms save time and ensure the timely completion of work performed on a re-occurring basis;
  • And, more robust due date monitoring featuring customizable firm-specific jurisdictions.

The Windows Explorer integration gives firms real-time access to important client documents as the work moves intelligently through the office or across multiple offices, enabling staff to become more efficient and productive. Firms can easily search, link, edit and manage documents stored in Windows Explorer from within the XCM workflow software that are associated with a particular client project. The company announced similar functionality for firms using CCH's ProSystem fx® Document last year.

"The Windows Explorer integration offers firms not yet ready for a full-blown document management system like Document a path to a completely paperless workflow," said Mark Albrecht, XCM Solutions' CEO and chief developer of the XCM workflow software.

Designed by CPAs, the XCM solution controls all the processes for completing work within a firm, ensuring best practices are followed and eliminating the disorganization typically associated with paper-based workflow. Additionally, XCM provides a central knowledge repository for information such as permanent file notes and project comments.

About XCM Solutions, LLC

Founded by CPAs, XCM Solutions, LLC provides accounting firms with web-based workflow automation solutions that increase efficiency, productivity and profitability. The company's management team has drawn on its extensive experience in public accounting and clear understanding of the paper-drive workflow issues facing the profession to develop technology that addresses those challenges.

XCM's customer-guided development process has helped the company continuously raise the bar for business process automation solutions for the accounting profession. The award-winnging XCM workflow management software has become a key piece of the technology equation for firms re-engineering paper-based processes as they move toward a paperless environment. For more information, visit www.xcmsolutions.com or view a demo at www.xcmsolutions.com/nextgenworkflow.htm.

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Contact:

Erika Schonberg

Marketing Director

781-303-0136

erikas@xpitax.com