Service & Support

"Having someone outside the firm who's both knowledgeable about the various aspects of firm operations and the XCM software work with us was worth its weight in gold."

XCM Consulting & Support Services

XCM Consulting

Increasingly, firms are adopting technologies to move toward a paperless environment to enhance productivity and gain efficiencies. Adopting new paperless technologies often requires firms to adapt and standardize internal procedures – and thereby create firm-wide best practices.

We understand that outlining all of your existing processes firm-wide for each type of project or function - and, in some cases, multiple processes for the same function – can be a daunting task. Add to that the challenge of adapting that process to a new technology or to create a more efficient, standardized workflow and firms quickly realize they need help.

XCM Consulting Services work with our clients to help them to build better workflows for their office. This starts with an analysis of your current workflow, including the audit process, preparing tax returns, client proposals, providing consulting services, and client billing. Our work includes a review of the CPA firm’s current business processes and the design of “As Is” workflow models. Our consultants work with the firm to identify opportunities to improve existing business processes, develop standardized best practices, and prepare “To Be” workflow models.

The ultimate goal of these consulting engagements is to help you increase profitability, productivity and enhance your ability to serve clients.

Proactive Service and Support

XCM Solutions has focused all of its hands-on service and support capabilities toward helping you maximize the efficiency and productivity increases gained with the XCM workflow software.

To support your efforts, XCM utilizes various media and forums to proactively promote best practices to all of our clients:

Training: XCM offers both on-site and online role-based trainings.
Webinars: Our professional service department hosts monthly best practice Webinars, free to all users.
Client E-Newsletter: Our e-newsletter and support emails provide updates on new features, share insight gained from our participation in various professional organizations, and offer tips from clients and XCM’s accounting professionals.
Annual User Conference: The focus of our annual user conference is sharing best practices – not only for how to get the most out of the XCM workflow technology, but also in improving processes, going paperless, fully utilizing Adobe capabilities, and general workshops, panels and roundtables on various topics that enable firms to learn from each other.

XCM was designed by CPAs to solve a real challenge we faced in our firm. We learned by our own experience implementing and using the product that to successfully achieve the radical productivity gains possible with XCM we had to change the way we worked as a firm. We developed an integrated solution with the software that shares our knowledge and the collective knowledge of our clients to empower all of our clients to attain the same success.

Solutions: XCM Consulting & Support Services

"Having someone outside the firm who's both knowledgeable about the various aspects of firm operations and the XCM software work with us was worth its weight in gold."

XCM Consulting