XCMworkflow 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

XCMworkflow

4.0

(5)

Pricing

Pricing available upon request

About XCMworkflow

XCMworkflow is an accounting workflow software solution designed by CPAs and business process experts. The software provides a centralized platform for project management, resource allocation, and status tracking. This enables firms to gain visibility to real-time information on tasks and projects.

The software's features help maintain a clear view of critical business metrics. This reduces the risk of errors and missed deadlines. Managers can visualize capacity and reallocate resources as priorities change. Administrators can quickly track recurring and ad hoc projects in a central location. Associates and seniors benefit from a clearer understanding of priorities and the ability to communicate status updates.

XCMworkflow is a tool for accounting firms looking to streamline operations, improve resource utilization, and enhance client satisfaction. The software's scalable, cloud-based architecture and intuitive interface make it a solution for firms of all sizes.

XCMworkflow Screenshots

XCMworkflow Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

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XCMworkflow Features

Popular features found in Project Management
Billing & Invoicing
Budget Management
Document Management
File Sharing
Gantt/Timeline View
Issue Management
Kanban Board
Milestone Tracking
Multiple Projects
Prioritization
Resource Management
Time & Expense Tracking
More features of XCMworkflow
Access Controls/Permissions
Accounting
Alerts/Notifications
Approval Process Control
Audit Management
Availability Management
Booking Management
Business Process Automation
Calendar Management
Calendar Sync
Collaboration Tools
Commenting/Notes
Compliance Management
Customizable Dashboard
Customizable Fields
Customizable Reports
Data Import/Export
Graphical Workflow Editor
Project Planning/Scheduling
Real-time Scheduling
Recurring Tasks
Reporting/Analytics
Reporting/Project Tracking
Reporting & Statistics
Role-Based Permissions
Search/Filter
Status Tracking
Task Management
Tax Calculation
Tax Compliance
Tax Filing
Tax Forms
Tax Management
Third-Party Integrations
User Management
Workflow Configuration
Workflow Management

XCMworkflow User Reviews

Overall Rating

4.0

Ratings Breakdown

40%

20%

Secondary Ratings

Ease of Use

3.6

Value for money

3.3

Customer support

3.3

Functionality

3.8

Have you used XCMworkflow and would like to share your experience with others?

Nathalie M.

Verified reviewer

Accounting

51-200 employees

Used daily for less than 12 months

Review source

Reviewed October 2019

XCM Gets the Job Done

My experience has been positive. XCM does a good job of making sure projects don't get forgotten.

Ratings Breakdown

Ease of use

Customer support

Functionality

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.

Reasons for switching to XCMworkflow

Changed company

Edward E.

Verified reviewer

Accounting

2-10 employees

Used daily for more than 2 years

Review source

Reviewed January 2022

Leaving XCM for greener pastures

It was a good product but now we have found some even better

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Reasons for choosing XCMworkflow

IT helped us more

Reasons for switching to XCMworkflow

XCM offered improvements

Anne H.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 2 years

Review source

Reviewed June 2022

Xcm

Unfortunately, the consensus in the office was this was not an easy software to transition to.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to XCMworkflow

Company went out of business.

Ashley B.

Verified reviewer

Accounting

51-200 employees

Used daily for less than 2 years

Review source

Reviewed June 2020

XCM is good

Ratings Breakdown

Ease of use

Value for money

Functionality

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.

Thuy T.

Verified reviewer

Accounting

1001-5000 employees

Used weekly for less than 12 months

Review source

Reviewed February 2020

XCM - Place to track hours

Ratings Breakdown

Ease of use

Functionality

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.

Showing 1 - 5 of 5 Reviews

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Stuck Between Options?

Our experts can help you compare XCMworkflow with other top options, so you can find the best fit for your needs.

XCMworkflow 2026: Benefits, Features & Pricing

Overview

About XCMworkflow

XCMworkflow Screenshots

XCMworkflow Pricing and Plans

XCMworkflow Features

XCMworkflow User Reviews

Popular XCMworkflow Alternatives

Other Top Recommended Project Management Software

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