XCM Solutions Releases XCMportal for Simple, Secure File Transfer
Integrated with XCM Workflow Software for Secure Collaboration within Established Processes

Boston, MA – June 2, 2011 – XCM Solutions, LLC, a leader in delivering Web-based workflow solutions for accountants, announced the release of XCMportal, a secure file transfer solution integrated with the company's flagship XCM™ workflow management software, today at the opening of its fifth annual user conference in Boston. The conference is a two-day interactive learning event featuring XCM training and best use sessions, as well as a number of technology and practice management topics presented by industry experts. The company also announced the availability of XCMToolbar, a PDF plug-in designed for accountants.   

With XCMportal, users can share information with clients and third parties securely in a familiar, easy-to-use format. XCMportal is the only tool that is tightly integrated with a full workflow management system to enable practitioners to upload and download information to a secure, personalized portal at key steps according to their established processes.

"XCMportal is an extension of our commitment to address the real challenges we all face in our firms," said Mark Albrecht, CPA, MST, XCM Solutions' Founder and CEO. "Working digitally has helped us as a profession realize tremendous productivity improvements. The next logical progression is to extend that secure collaboration to our clients and business associates. XCMportal builds on the tools our users are already familiar with to deliver a convenient and secure solution to sharing files electronically."

XCMportal's easy-to-use, intuitive interface allows users to quickly set up a fully customized client portal, including automatically generated messages to clients when documents are uploaded. Clients and authorized third parties can access the firm-branded client portal securely through any web browser.

With this add-on module, users within the firm can upload and download files of all types securely from the XCM digital routing sheet, and post questions and requests for information directly from XCM's centralized knowledge repository. Easy-to-use management tools empower authorized users to fully manage client collaboration, including a view of client registration and use; control over questions and document requests from clients and third parties; and automatic download of client responses to posted questions and information requests as a seamless part of established work procedures.

About XCM Solutions, LLC
Founded by CPAs, XCM Solutions, LLC provides accounting firms with web-based workflow management 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 management 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, CPA2Biz, 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 CPA2Biz's Trusted Business Advisor(SM) Solutions cloud computing platform. For more information, visit www.xcmsolutions.com.

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Contact:
Erika Schonberg
Marketing Director
XCM Solutions, LLC
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781-817-1176