XCM Solutions has released XCM Version 7.0, the newest iteration of its workflow management software, with customized checklist and sign-off capability.

The custom checklists enable firms to embed task-specific action items globally and assign them individually. Custom sign-off capabilities allow firms to more tightly manage their compliance requirements according to the firm’s established procedures. User interface improvements reduce the number of keystrokes.

The latest release also expands the software’s integration with Web-based document management systems and practice management software.

For more information, visit www.xcmsolutions.com.

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