XCMworkflow
About XCMworkflow
XCMworkflow®, now known as CCH Axcess Workflow, is an award-winning, scalable accounting workflow software solution designed to provide tax, accounting, and finance professionals with a centralized platform for enhanced productivity, accuracy, and efficiency.
Developed by CPAs and business process experts, CCH Axcess Workflow offers 360-degree visibility into real-time information on tasks, projects, and more. The cloud-based solution enables firms to maintain a clear line of sight to critical business metrics, visualize capacity, and reallocate resources as needed to ensure timely completion of engagements. Administrators can quickly adjust priorities, improve resource management, and track recurring and ad hoc projects in a central location, reducing errors and missed deadlines.
For partners, principals, and directors, CCH Axcess Workflow provides greater accuracy and reduces the risk of errors by offering a centralized platform. Associates and seniors gain a clearer understanding of priorities and can communicate status updates more effectively. Tax, audit, and accounting managers can create operational plans, visualize staff skillsets, and access real-time project status updates to support increased client satisfaction. With its robust workflow automation capabilities, CCH Axcess Workflow helps firms achieve their business goals by driving productivity and efficiency throughout the organization.
Key benefits of XCMworkflow
Provides real-time visibility into tasks, projects, and metrics for improved firm management
Centralizes accounting workflow processes to increase efficiency and productivity
Automates routine tasks to reduce errors and free up staff for higher-value work
Enables easy collaboration between team members to improve communication
Integrates with other solutions for a streamlined tech stack
Images
Not sure about XCMworkflow?
Compare with a popular alternative
Starting Price
Pricing Options
Features
Integrations
Ease of Use
Value for Money
Customer Service
Alternatives
Sage Timeslips
Timesheets.com
AFAS Software
Wrike
Reviews
Already have XCMworkflow?
Software buyers need your help! Product reviews help the rest of us make great decisions.
- Industry: Accounting
- Company size: 51–200 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
XCM Gets the Job Done
Reviewed on 2019/10/23
My experience has been positive. XCM does a good job of making sure projects don't get forgotten.
My experience has been positive. XCM does a good job of making sure projects don't get forgotten.
Pros
I like how detailed the user can make the workflow assignment (i.e. adding instructions, deliverables, even attachments). It's also very easy to update project information as well as add and delegate various tasks. Having a reliable way to track clients and projects is extremely vital in my industry so XCM plays a huge part in my day to day schedule.
Cons
Sometimes, because I think there's a lot of information stored for each project, the software runs slowly or there is a slight delay when information gets updated, so I wish it could run faster. I've also noticed that there are some information grids that don't get used (such as questions/comments posted and check offs). It's also another program your company has to install and employees need to keep open in addition to the data storage software. It would be a lot more convenient if XCM was capable and had a user-friendly way of storing a majority of client documents.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Leaving XCM for greener pastures
Reviewed on 2022/01/20
It was a good product but now we have found some even better
It was a good product but now we have found some even better
Pros
It maintained our workflow and allowed for questions from staff and review notes from management
Cons
IT was not easy to customize and some of the structure did not work well with our operations
Alternatives Considered
Timesheets.comReasons for Choosing XCMworkflow
XCM offered improvementsSwitched From
Sage TimeslipsReasons for Switching to XCMworkflow
IT helped us more- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Xcm
Reviewed on 2022/06/21
Unfortunately, the consensus in the office was this was not an easy software to transition to.
Unfortunately, the consensus in the office was this was not an easy software to transition to.
Pros
This was not a good value for the money.
Cons
1 Learning curve greater than other software
2 Not as multi functional as other software.
- Industry: Accounting
- Company size: 51–200 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 8.0 /10
XCM is good
Reviewed on 2020/06/17
Pros
I like the ease of moving projects to the different areas.
Cons
I wish we could program My View to how each individual wants to see it. I also wish we could get email notifications with any movement of projects.
- Industry: Accounting
- Company size: 1,001–5,000 Employees
- Used Weekly for 6-12 months
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 10.0 /10
XCM - Place to track hours
Reviewed on 2020/02/17
Pros
Can book hours to work on each client per week and request processing to admin team.
Cons
Sometimes creating request processing is little difficult to call back if you did it wrong.
XCMworkflow FAQs
Below are some frequently asked questions for XCMworkflow.Q. What type of pricing plans does XCMworkflow offer?
XCMworkflow offers the following pricing plans:
- Free Trial: Not Available
Q. Who are the typical users of XCMworkflow?
XCMworkflow has the following typical customers:
2–10, 11–50, 51–200
Q. What languages does XCMworkflow support?
XCMworkflow supports the following languages:
English
Q. Does XCMworkflow support mobile devices?
XCMworkflow supports the following devices:
Q. What other apps does XCMworkflow integrate with?
We do not have any information about what integrations XCMworkflow has
Q. What level of support does XCMworkflow offer?
We do not have any information about what support options XCMworkflow has
Related categories
See all software categories found for XCMworkflow.
Scheduling Software
