Cloud-based workflow management software provider XCM Solutions has released enhancements to its XCM 8.0 product, which mainly focus on user flexibility, improved reporting, and task automation.
XCM Solutions is showcasing its update at the CCH User
Conference here this week.
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Another new feature is Auto-Rollover, which allows firms
to set XCM to automatically roll forward completed tasks, such as tax returns
done each year for clients, eliminating the need to manually create new tasks.
XCM Solutions will also highlight its expanded
integration with the CCH product suite through the recently released XCM
practice management integration engine. XCM currently integrates with CCH's
ProSystem fx Document, Windows Explorer and other Web-based document management
systems.
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