CPA Practice Advisor - 25

XCMworkflow® for Tax

XCM® SOLUTIONS EMPOWERS YOUR FIRM TO
DELIVER TAX RETURNS CORRECTLY AND EFFECTIVELY
XCMworkflow® for Tax is for firms that need to manage tax return preparation and review, either for clients or for the
business. XCM securely and efficiently moves tax returns from preparer to reviewer, then through to sign-off, to ensure
returns are completed correctly and effectively. It offers your business a way to manage each tax return individually, while
consolidating all returns into a unified business process.

By using XCMworkflow for Tax, your firm will gain:
Visibility to real-time status updates across all tax projects
Flexibility to configure and modify business processes
Control over quality of work, as well as budget and deadlines
Accountability across the business, empowering staff to manage their own workloads

To learn more about how XCM Solutions can increase productivity in your tax practice,
contact us at 781.356.5152 or request a customized demo at xcmsolutions.com today.


http://www.xcmsolutions.com

CPA Practice Advisor

Table of Contents for the Digital Edition of CPA Practice Advisor

From the Editor: 2020: The Year that Wasn't
2020 "40 Under 40" and "20 Under 40"
From the Trenches: Does Your Firm Have a Clear Vision for the Future?
2020 Product Review: W-2/1099 Preparation Systems
The ProAdvisor Spotlight: QuickBooks Connect Innovations Roundup: We Go Further Together
2020 Product Review: Website Builders for Accounting Firms
9 Tips to Minimize Risk of Cyber Attacks on Your Firm
Apps We Love: Streaming Entertainment We Love: What to Watch
Marketing Your Firm: 5 Pre-Busy-Season Marketing Campaign Challenges
Finding Firm Growth Opportunities in Challenging Times
Key Tax Law Changes for Tax Year 2020
The Leadership Advisor: Gratitude and Self-Care During the Holidays
The Staffing & HR Advisor: Pandemic-Era Burnout: How to Protect Your Finance Team
The Millennial Advisor: Leapfrogging 2020 into 2021
Post-Election Tax Planning Considerations for Trusts & Estates
AICPA News: A Round Up of Recent Association News and Events
Bridging the Gap: Building a Trusted Advisor Toolbox
CPA Practice Advisor - 1
CPA Practice Advisor - 2
CPA Practice Advisor - 3
CPA Practice Advisor - From the Editor: 2020: The Year that Wasn't
CPA Practice Advisor - 2020 "40 Under 40" and "20 Under 40"
CPA Practice Advisor - 6
CPA Practice Advisor - 7
CPA Practice Advisor - From the Trenches: Does Your Firm Have a Clear Vision for the Future?
CPA Practice Advisor - 9
CPA Practice Advisor - 2020 Product Review: W-2/1099 Preparation Systems
CPA Practice Advisor - 11
CPA Practice Advisor - 12
CPA Practice Advisor - 13
CPA Practice Advisor - The ProAdvisor Spotlight: QuickBooks Connect Innovations Roundup: We Go Further Together
CPA Practice Advisor - 15
CPA Practice Advisor - 2020 Product Review: Website Builders for Accounting Firms
CPA Practice Advisor - 17
CPA Practice Advisor - 18
CPA Practice Advisor - 9 Tips to Minimize Risk of Cyber Attacks on Your Firm
CPA Practice Advisor - 20
CPA Practice Advisor - 21
CPA Practice Advisor - Apps We Love: Streaming Entertainment We Love: What to Watch
CPA Practice Advisor - 23
CPA Practice Advisor - Marketing Your Firm: 5 Pre-Busy-Season Marketing Campaign Challenges
CPA Practice Advisor - 25
CPA Practice Advisor - Finding Firm Growth Opportunities in Challenging Times
CPA Practice Advisor - 27
CPA Practice Advisor - Key Tax Law Changes for Tax Year 2020
CPA Practice Advisor - The Leadership Advisor: Gratitude and Self-Care During the Holidays
CPA Practice Advisor - The Staffing & HR Advisor: Pandemic-Era Burnout: How to Protect Your Finance Team
CPA Practice Advisor - The Millennial Advisor: Leapfrogging 2020 into 2021
CPA Practice Advisor - Post-Election Tax Planning Considerations for Trusts & Estates
CPA Practice Advisor - AICPA News: A Round Up of Recent Association News and Events
CPA Practice Advisor - Bridging the Gap: Building a Trusted Advisor Toolbox
CPA Practice Advisor - 35
CPA Practice Advisor - 36
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https://www.nxtbook.com/endeavor/cpapracticeadvisor/CPA_Practice_Advisor_November_2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/october2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/september2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/august2020
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https://www.nxtbook.com/endeavor/cpapracticeadvisor/CPA_Practice_Advisor_June_2020
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https://www.nxtbook.com/endeavor/cpapracticeadvisor/CPA_Practice_Advisor_April_2020
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https://www.nxtbook.com/endeavor/cpapracticeadvisor/september2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/august2019
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https://www.nxtbook.com/endeavor/cpapracticeadvisor/june2019
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https://www.nxtbook.com/endeavor/cpapracticeadvisor/april2019
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