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.
