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XCM 8.0 Workflow Software

Monday, Jul 19 2010
New Products
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XCM 8.0 maps workfow to standardize process and expands roles to give firms flexbility in assigning work according to their internal structure and processes. There is also an expanded bulk update capability so that users can more easily add information simulataneously to multiple tasks.

Automatic rollover moves tasks forward to the next year upon completion while auto-fill capability in key fields has been added and there is more streamlined navigation throughout the application.

Integration has with the CCH ProSystem fx Suite has also been expanded to CCH's practice management software via an engine that also enables integration with other practice management systems. As a result, when clients are added or update within the practice management system, they are automatically updated within XCM.

Price: $65 per user, $3 per client (annual subscription). XCM: (781) 356-5152. www.xcmsolutions.com.

Bob Scott
Bob Scott
Bob Scott has provided information to the tax and accounting community since 1991, first as technology editor of Accounting Today, and from 1997 through 2009 as editor of its sister publication, Accounting Technology. He is known throughout the industry for his depth of knowledge and for his high journalistic standards.  Scott has made frequent appearances as a speaker, moderator and panelist and events serving tax and accounting professionals. He  has a strong background in computer journalism as an editor with two former trade publications, Computer+Software News and MIS Week and spent several years with weekly and daily newspapers in Morris County New Jersey prior to that.  A graduate of Indiana University with a degree in journalism, Bob is a native of Madison, Ind
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