Flexible solutions for any size firm

XCM mirrors your firm’s current workflow process, so you can continue to work as you do now. You don’t have to change your internal work processes or methods; XCM adapts to your workflow. Although the vast majority of accounting firms have similar workflow management challenges, your technology needs may differ depending on the size of your firm. That’s why XCM offers three flexible solutions tailored to the unique needs of sole proprietorships, small firms, and mid-size to large firms.

Choosing the right version of XCM™ is easy…

For example, if you’re a small growing firm, XCM offers a seamless upgrade path from XCMessential™ or XCMessentialPlus™ up to the full workflow product XCM™.

So, if you think you're too small or too big to benefit from a workflow management solution, think again. Mid-size to large firms with more than 10 potential users should choose XCM. Sole practitioners and small firms can start with XCMessential (for firms with 1 to 5 users) or XCMessential Plus (for firms with 6 to 10 users). Click the links below (including the XCM Product Comparison Chart) to see which version of XCM best fits your firm’s needs.

Learn more about:

• XCM (for mid-size to large firms)
• XCMessential and XCMessentialPlus (for small firms and sole practitioners)
• View the XCM Product Comparison Chart

Next: XCM for mid-size & large firms