In the second year of using the workflow system from XCM Solutions, the Red Bank, N.J.-based accounting firm WithumSmith+Brown has taken a system that was used in firm-wide test during the last tax season and has implemented it throughout the firm, wherever there are documents and processes to track. "Every job a staff person puts in is the system," notes partner Jim Bourke. "We mandated that all jobs, financial statements, tax returns, whatever the work product is going through XCM so we can track workflow." Read more...