XCM SOLUTIONS — WWW.XCMSOLUTIONS.COM
One of the key attributes we evaluate in our review of DMS solutions is the inclusion of workflow functionality. Workflow software means a lot of different things, but essentially it is about the functionality that lets you manage the flow of engagements in a paperless environment. XCM distinguishes itself as a developer of workflow software that is not dependent on any one DMS solution. The company offers two workflow solutions: XCM and XCM Essentials. Both applications are designed by a team of tax and accounting professionals and are offered as web-hosted solutions. XCM is a robust workflow application that provides sophisticated workflow management capabilities to enable a firm to have complete management of all their engagements electronically. XCM Essentials is a trimmed down version of the workflow software that is designed to be more compatible with the needs of smaller firms.