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XCM Solutions

XCM is an end-to-end workflow automation solution that automates and standardizes workflow processes across the entire firm, in all departments, including tax, audit, accounting and firm operations. Whether you’re a small, mid- or large-size firm, XCM works with your firm’s unique processes to increase efficiency, productivity and profitability. XCM is a Preferred Partner Solution of, an AICPA company. Learn more by visiting


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