XCM RELEASES LATEST WORKFLOW SOFTWARE
Braintree, Mass. - Cloud-based workflow management provider XCM Solutions has released XCM 8.0, which features enhanced usability, expanded integration and new functionality that further extends XCM's utility for all areas across a firm.
XCM Solutions has also expanded its integration with CCH's practice management software through an engine that will also allow for integration with other leading practice management systems.
Key features of the new release include workflow mapping, which allows users to standardize all processes; expanded bulk update capabilities that allow users to more easily add information to multiple tasks simultaneously; and auto-fill capability in key fields.
FUJITSU, SPEEDTAX EXPAND ACCOUNTING OUTREACH
Sunnyvale, Calif. - Document imaging and scanner services provider Fujitsu Computer Products of America and automated sales tax management concern SpeedTax have formed a partnership to help accounting firms better serve clients and promote growth via smart technology. In addition, Fujitsu and SpeedTax co-released a free white paper authored by WithumSmith+Brown partner Jim Bourke, 3 Key Tech Strategies of Successful 21st Century Accounting Firms.
SUREPREP OFFERS BUSINESS TAX PREP OUTSOURCING
Newport Beach, Calif. - SurePrep has added 1120, 1120S and 1065 preparation as a part of its outsourcing service. A firm submits the client source data in PDF, Word, Excel or QuickBooks format to SurePrep. SurePrep's staff then builds Excel-based trial balance and work papers complete with tax software coding, M-1 work papers, a book-to-tax reconciliation and several other reconciliation worksheets. After importing the adjusted trial balance data into the tax software, SurePrep performs any data entry needed to complete the return. The process also includes direct communication with the accounting firm's staff during the prep process to ensure accuracy.
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