Our News



XCM Solutions Taps Marc Montpas as VP of Sales  5/23/2016
XCM Solutions announced the appointment of Marc Montpas as the company’s Vice President of Sales.
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XCM Solutions Taps Susan Nolan as Chief Marketing Officer  2/5/2016
XCM Solutions announced the appointment of Susan Nolan as the company’s Chief Marketing Officer.
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XCM Solutions Unveils Major New Release at User Conference  6/15/2015
The 2015 Release Sets a New Standard in Workflow Automation Software for Accounting Professionals
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XCM Solutions Taps Mike Sabbatis as Chief Operating Officer  4/2/2015
Company Makes Two Strategic Appointments to Prepare to Meet Strong Demand for Workflow Solutions
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Strong Demand for Workflow with Scheduling Bolsters Sales for XCM Solutions Delivering Record Growth  12/17/2014
Workflow Software Leader Well Positioned to Meet Demand for Digital Automation Solutions Among Accounting Professionals
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Xpitax Announces Offering for PASBA Members  5/7/2014
Xpitax introduces a custom solution tailored to the specific needs of members of the Professional Association of Small Business Accountants (PASBA).
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Case Studies

Bordeaux & Bordeaux: Creating a Growth Culture  10/20/2015
Learn how this small, Charlotte-based firm's virtual team environment has helped its leadership focus on delivering higher value client service and greater growth.
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White Papers

Seven Habits of High Performing Firms  4/15/2016
A recent study conducted by Bay Street Group shows a strong relationship between high performance and a firm’s view of technology as a strategic asset, and uncovered significant gaps between high and low performing firms in key areas that can serve as a guide for success.
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Brochure: XCMscheduling for Automated Resource Management  10/20/2015
Learn more about XCM's integrated scheduling module for automated tax and calendar based scheduling.
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Brochure: XCMportal for Secure Client Collaboration  4/12/2012
Learn more about the XCMportal secure file transfer module for XCM users to safely collaborate with clients and third parties.
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Brochure: XCM Workflow Software  4/12/2012
Learn more about the award-winning XCM workflow management software for firms of all sizes and specialties.
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Brochure: Xpitax Outsourcing Services  4/12/2012
Learn more about Xpitax tax and accounting outsourcing services.
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