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XCM Issues Upgrade to Core Workflow Platform

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Jun 15th 2015
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Accountant-focused cloud workflow automation product-maker XCM Solutions unveiled a major upgrade to its core platform, with numerous features and the ability to be used on all browsers and devices.

News of the 2015 release was revealed this morning at the XCM Solutions User Conference in Boston. The product, officially available in July, utilizes HTML5 on the back end and a streamlined look designed to make key functions easier to locate and use. These features include quick and advanced search, reports, and interactive dashboards to give users instant access to data and insight they rely on most, such as due-date summaries, average turn-around time, and yearly comparison reports.

The 2015 release also has slide menus combined with comparatively more comprehensive screen views, as well as the ability to digitally store, print, or export to Microsoft Excel all the information related to a job.

“We’ve always drawn our inspiration from our users,” Mark Albrecht, CPA, MST and XCM Solutions founder, said in statement. “Their input and insight propels us to continuously innovate to deliver software that helps practitioners solve real business problems. This release represents that commitment to customer-driven development. Together, we’re raising the bar in workflow automation for the profession.”

In addition to the design features, the new release has site-wide capabilities, like in-line editing and drag and drop, to further improve usability. It also allows for greater customization and optimized controls; a new action bar to help manage processes and manipulate a large volume of tracking, due dates, and management data produced by partners and staff moving work through the system.

Do you have a workflow system in your practice that is not just an Excel spreadsheet? Is automated workflow even something you think you need?

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