Berdon Selects the XCM Workflow Software to Automate Tax Processes
by Terri Eyden on
XCM Solutions, LLC, a leading provider of Cloud-based workflow management software for the accounting profession, today announced that Berdon, LLP, one of the nation's top CPA and advisory firms, has selected the XCM workflow software to automate tax processes and scheduling across the firm. Financial terms were not disclosed.
"We had started evaluating technologies to help us create a more efficient, digital tax process – essentially, to reduce our reliance on paper," said Dennis McGuckian, manager of Tax Administration, Berdon, LLP. "After learning more about XCM, we realized that what we actually needed was a workflow system. We already had a document management system – we just needed a practical solution that would empower us to work digitally."
"Not only did XCM appear to be more intuitive and easy-to-use, but it was also a good fit with our existing technologies," said Harvey Susnick, partner at Berdon, LLP. "As a firm, we use our collective expertise to provide our clients with the best solution for a specific need. That same principle has guided our technology adoption – selecting the best product for a particular function."
The initial goal of the project is to standardize the firm's entire tax practice on a single workflow solution. Berdon has begun implementation of the XCM software and its integrated scheduling module to manage a streamlined digital tax workflow and automated resource planning. It plans to extend the use of XCM to other areas of the firm after the initial roll out as well.
"We're honored to be working with such a prestigious firm," said Bob Locke, vice president of Sales, XCM Solutions, LLC. "We applaud their approach in taking advantage of the summer months to enhance their tax processes. We often tell firms that the software is the easy part; getting your teams accustomed to a new way of working – that's where you want to focus your time."
Founded in 1917, Berdon has nearly 400 professionals and staff at offices in New York City and Jericho, Long Island, delivering a comprehensive array of accounting, tax, financial, and management advisory services to businesses at any stage of development. Berdon serves individuals, privately held organizations, and multinational corporations operating in virtually every business sector, industry, and profession.
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.