| Name | Title | Contact Details |
|---|---|---|
Elizabeth K |
Chief People Officer | Profile |
Jesse Sanders |
Chief Financial Officer | Profile |
Jonathan Shapiro |
Chief Revenue Officer | Profile |
Founded in 2004 by CPAs, XCM Solutions, LLC provides accounting firms with web-based workflow automation solutions that increase efficiency, productivity and profitability. The company`s management team has drawn on its extensive experience in public accounting and clear understanding of the paper-driven workflow issues facing the profession to develop technology that addresses those challenges. XCM`s customer-guided development process has helped the company continuously raise the bar for business process automation solutions for the accounting profession. The award-winning XCM™ workflow and information automation software has become a key piece of the technology equation for firms re-engineering paper-based processes as they move toward a paperless environment. In 2010, CPA.com, a subsidiary of the American Institute of Certified Public Accountants (AICPA), and XCM Solutions formed a strategic alliance to bring the XCM workflow management software into CPA.com`s cloud computing platform.
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