Eliminate unproductive manual processes and improve efficiencies, client satisfaction and firm profits. XCM is a web based application that helps move tasks through your office thus improving productivity.Some of the product features found in XCM Workflow automation include:
Improve control of your office with automated tracking and workflow of your entire preparation process allowing you to control the process rather than the other way around
Improved work load balancing allows you to see work assigned to each employee
Central clearing house area to post questions and answers to tax return questions
Due date monitoring provides employees with information on which returns have been extended, e-file information, shipping information, etc,
Detailed reports for each return provide complete history of actions performed.
Complete assembly instructions provide detailed instructions to administrative staff on each return.
Customized home page for each employee provides daily to-do lists to keep everyone on task
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