--- description: Review of XCMworkflow Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: XCMworkflow | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Scheduling Software](/directory/4738/scheduling/software) > [XCMworkflow](/software/481227/XCMscheduler) # XCMworkflow Canonical: https://www.softwareadvice.ie/software/481227/XCMscheduler > 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. > > Verdict: Rated **4.0/5** by 5 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.0/5** | 5 Reviews | | Ease of Use | 3.6/5 | Based on overall reviews | | Customer Support | 3.3/5 | Based on overall reviews | | Value for Money | 3.3/5 | Based on overall reviews | | Features | 3.8/5 | Based on overall reviews | | Recommendation percentage | 60% | (6/10 Likelihood to recommend) | ## About the vendor - **Company**: XCM - **Location**: Quincy, US ## Commercial Context - **Pricing model**: Per Feature - **Target Audience**: 2–10, 11–50, 51–200 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United States ## Features - Access Controls/Permissions - Accounting - Alerts/Notifications - Approval Process Control - Audit Management - Availability Management - Booking Management - Budget Management - Business Process Automation - Calendar Management - Calendar Sync - Collaboration Tools - Commenting/Notes - Compliance Management - Customisable Dashboard - Customisable Reports - Customizable Fields - Data Import/Export - Document Management - Graphical Workflow Editor ## Category - [Scheduling Software](https://www.softwareadvice.ie/directory/4738/scheduling/software) ## Related Categories - [Scheduling Software](https://www.softwareadvice.ie/directory/4738/scheduling/software) - [Workflow Management Software](https://www.softwareadvice.ie/directory/4272/workflow/software) - [Project Management Software](https://www.softwareadvice.ie/directory/4430/project-management/software) - [Tax Preparation Software](https://www.softwareadvice.ie/directory/4497/tax-preparation/software) ## Alternatives 1. [Bonsai](https://www.softwareadvice.ie/software/396436/bonsai) — 4.6/5 (95 reviews) 2. [Bitrix24](https://www.softwareadvice.ie/software/128326/bitrix24) — 4.2/5 (990 reviews) 3. [Wrike](https://www.softwareadvice.ie/software/3777/wrike-pm) — 4.4/5 (2988 reviews) 4. [Smartsheet](https://www.softwareadvice.ie/software/157390/smartsheet) — 4.5/5 (3507 reviews) 5. [Paycom](https://www.softwareadvice.ie/software/32588/paycom) — 4.4/5 (1271 reviews) ## Reviews ### "XCM Gets the Job Done" — 5.0/5 > **Nathalie** | *23 October 2019* | Accounting | Recommendation rating: 7.0/10 > > **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. > > My experience has been positive. XCM does a good job of making sure projects don't get forgotten. ----- ### "Leaving XCM for greener pastures" — 4.0/5 > **Edward** | *20 January 2022* | Accounting | Recommendation rating: 7.0/10 > > **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 > > It was a good product but now we have found some even better ----- ### "Xcm" — 2.0/5 > **Anne** | *21 June 2022* | Accounting | Recommendation rating: 0.0/10 > > **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. > > Unfortunately, the consensus in the office was this was not an easy software to transition to. ----- ### "XCM is good" — 4.0/5 > **Ashley** | *17 June 2020* | Accounting | Recommendation rating: 8.0/10 > > **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. ----- ### "XCM - Place to track hours" — 5.0/5 > **Thuy** | *17 February 2020* | Accounting | Recommendation rating: 10.0/10 > > **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. ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/481227/XCMscheduler) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data