XCM™ Workflow Software and Xpitax Outsourcing Service

XCM Solutions, LLC, the leader in workflow automation solutions for the accounting profession, and Xpitax, founded by CPAs to provide tax and accounting outsourcing services, offer JHI firms the following discounts. Both organizations are affiliated with KAF Financial Group in in the Boston area.

XCM™ Workflow Automation Software

Designed by CPAs for the accounting profession, XCM is an intuitive, web-based application that automates and standardizes processes for completing work across a firm and in all departments, including audit, tax, consulting, and human resources, in a single workflow solution. XCM replaces the cumbersome, inefficient manual process of moving paper files through the office and centralizes important task information typically housed in disparate applications, paper files and sticky notes.

Demonstration Page 

JHI Discount: 10% off contract price

Xpitax Outsourcing Services

Xpitax, LLC offers a full range of tax and accounting services for firms of all sizes and specialties, including preparation of individual and entity tax returns, as well as bookkeeping, audit support, back-office accounting, financial analysis, write-up work, and special projects. Xpitax offers firms a dedicated team of trained accountants, using the XCM software for virtual team collaboration, to complete all tax preparation and accounting projects in the company’s secure, U.S.-based data center. The resulting flexibility and reliability enables you to tap into an always-ready resource that serves as an extension of your firm’s capabilities.

Demonstration Page 

JHI Discount: $1,000 USD Credit applied to the contract price

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