Braintree, MA – October 20, 2009 – XCM Solutions, LLC, the pioneer in delivering paperless workflow solutions to the tax and accounting profession, today announced the availability of XCM 7.0, the next generation of its award-winning workflow management software featuring expanded integration with Web-based document management systems and practice management software. The new release offers custom checklist and sign-off capabilities to enable firms to more effectively manage both linear and horizontal work processes associated with A&A, tax, and other types of internal and external projects.
"XCM has notably enhanced the capability of the product in the latest release - adding management controls and greater flexibility," said Randy Johnston, Executive Vice President, K2 Enterprises. "By adding valuable functionality for audit and bookkeeping workflows this year, in addition to their traditional tax workflow strength, they have made due date tracking and scheduling effective and easy for firms of all kinds. The greatest advantages to choosing this product are that your firm can capitalize on the workflow knowledge gained by XCM from hundreds of other firms, and you can use it with all of your existing systems this year, right now."
XCM 7.0 gives firms greater control over all work processes in all departments across the firm with new and enhanced functionality including:
The integration with Web-based document management systems 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. XCM already integrates in this way with Windows® Explorer and CCH's ProSystem fx® Document. Additionally, integration with practice management enables automatic updates to client information within XCM when clients are added or updated within the practice management system.
Designed by CPAs, XCM 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 location for storing all the unstructured data related to a particular client project - important bits of knowledge scribbled on note pads or shared through email that find their way into a client file. Managing client information and project knowledge in a central location enables responsive client service and practice management.
About XCM Solutions, LLC
Founded by CPAs, XCM Solutions 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-driven workflow issues 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