XCM Solutions Announces the Release of XCM™ 9.0
Next Generation Workflow Automation Software Features Greater Flexibility and Expanded Knowledge Management
Braintree, Mass. – December 22, 2011 – XCM Solutions, LLC, announced the release of XCM 9.0, the next
generation of its firm-wide workflow automation software, featuring greater customization, expanded knowledge
management, and other new features that further extend XCM's utility for all areas across public accounting firms and
within corporate tax, accounting and finance departments.
“We are excited to see the next phase of enhancements from XCM," said Laura K. Barooshian, CPA, DiCicco,
Gulman & Co LLP. "XCM has been a cornerstone of our paperless process since 2003, and every release provides
an opportunity for us to service our clients better and improve efficiency.”
XCM 9.0 balances new functionality for greater firm-wide workflow automation with enhanced usability for all roles
across the firm:






Customized status creation gives firms greater flexibility in defining individual workflow steps
according to their established procedures;
Greater intelligent automation within the extension process helps firms more effectively and efficiently
manage large numbers of extensions in bulk.
More flexible and comprehensive knowledge management capabilities throughout the application
gives firms greater control over unstructured data, including information on checklists and within
issues/points, questions, and instructions;
Usability enhancements on the My View page gives users more control over individual work
management;
Enhanced automation on the digital routing sheet allows firms to designate linked Web pages and
files from integrated document management systems to automatically carry forward to the next period;
And, a number of other usability enhancements throughout that touch all areas of the workflow
system.
The XCM workflow automation system integrates with CCH’s ProSystem fx® Document, Windows® Explorer, and
other Web-based document management systems, giving firms real-time access to important client documents as the
work moves intelligently through the office or across multiple offices. XCM also integrates with CCH’s practice
management software to enable automatic updates to client information within XCM when clients are added or
updated within the practice management system.
Designed by CPAs for the accounting profession, XCM is an intuitive, cloud-based application that automates and
standardizes processes for completing work throughout the firm and in all departments, including audit, tax,
consulting and human resources. XCM is the only standalone work-management solution for the entire firm, and was
selected by the AICPA as its preferred provider for firm-wide workflow solutions, joining CPA2Biz’s Trusted Business
Advisor Solutions platform.
About XCM Solutions, LLC
Founded by CPAs, XCM Solutions, LLC provides accounting firms with web-based workflow management solutions
that increase efficiency, productivity and profitability. The company’s management team has drawn on its extensive
experience in public accounting and clear understanding of the paper-driven workflow issues facing the profession to
develop technology that addresses those challenges.
XCM’s customer-guided development process has helped the company continuously raise the bar for business
process automation solutions for the accounting profession. The award-winning XCM™ workflow management
software has become a key piece of the technology equation for firms re-engineering paper-based processes as they
move toward a paperless environment.
In 2010, CPA2Biz, a subsidiary of the American Institute of Certified Public Accountants (AICPA), and XCM Solutions
formed a strategic alliance to bring the XCM workflow management software into CPA2Biz's Trusted Business
Advisor(SM) Solutions cloud computing platform. For more information, visit www.xcmsolutions.com.
###