---
description: Learn more about XCMworkflow pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: XCMworkflow Pricing, Reviews & Features - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Workflow Management Software](/directory/30091/workflow-management/software) > [XCMworkflow](/software/193616/xcmscheduler)

# XCMworkflow

Canonical: https://www.capterra.ca/software/193616/xcmscheduler

> XCMworkflow cloud accounting workflow software by Wolters Kluwer helps tax, accounting, and finance professionals boost productivity.
> 
> Verdict: Rated **4.0/5** by 5 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Who Uses XCMworkflow?

Accounting firms, tax professionals, CPAs

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.0/5** | 5 Reviews |
| Ease of Use | 3.6/5 | Based on overall reviews |
| Customer Support Software | 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 Software
- Alerts/Notifications
- Approval Process Control
- Audit Management
- Availability Management
- Booking Management
- Budget Management
- Business Process Automation
- Calendar Management
- Calendar Sync
- Collaboration Tools
- Compliance Management
- Document Management Software
- Graphical Workflow Editor
- Project Planning/Scheduling
- Real-time Scheduling
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Resource Management Software
- Role-Based Permissions
- Search/Filter
- Task Management Software
- Tax Calculation
- Tax Filing
- Tax Forms
- Tax Management Software
- Third-Party Integrations
- Workflow Configuration

## Category

- [Workflow Management Software](https://www.capterra.ca/directory/30091/workflow-management/software)

## Related Categories

- [Workflow Management Software](https://www.capterra.ca/directory/30091/workflow-management/software)
- [Project Management Software](https://www.capterra.ca/directory/30002/project-management/software)
- [Tax Preparation Software](https://www.capterra.ca/directory/33655/tax-preparation/software)
- [Scheduling Software](https://www.capterra.ca/directory/30087/scheduling/software)

## Alternatives

1. [Bonsai](https://www.capterra.ca/software/1021160/bonsai) — 4.6/5 (95 reviews)
2. [Simpro](https://www.capterra.ca/software/10529/simpro-enterprise) — 4.0/5 (145 reviews)
3. [Wrike](https://www.capterra.ca/software/76113/wrike) — 4.4/5 (2889 reviews)
4. [Paycom](https://www.capterra.ca/software/130949/paycom) — 4.4/5 (1212 reviews)
5. [Bitrix24](https://www.capterra.ca/software/113540/bitrix24) — 4.2/5 (986 reviews)

## Reviews

### "XCM Gets the Job Done" — 5.0/5

> **Nathalie** | *October 23, 2019* | Accounting Software | 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.

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### "Leaving XCM for greener pastures" — 4.0/5

> **Edward** | *January 20, 2022* | Accounting Software | 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** | *June 21, 2022* | Accounting Software | 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** | *June 17, 2020* | Accounting Software | 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.

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### "XCM - Place to track hours" — 5.0/5

> **Thuy** | *February 17, 2020* | Accounting Software | 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 Capterra](https://www.capterra.ca/software/193616/xcmscheduler)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/193616/XCMscheduler/> |
| en-AE | <https://www.capterra.ae/software/193616/xcmscheduler> |
| en-AU | <https://www.capterra.com.au/software/193616/xcmscheduler> |
| en-CA | <https://www.capterra.ca/software/193616/xcmscheduler> |
| en-GB | <https://www.capterra.co.uk/software/193616/xcmscheduler> |
| en-IE | <https://www.capterra.ie/software/193616/xcmscheduler> |
| en-IL | <https://www.capterra.co.il/software/193616/xcmscheduler> |
| en-IN | <https://www.capterra.in/software/193616/xcmscheduler> |
| en-NZ | <https://www.capterra.co.nz/software/193616/xcmscheduler> |
| en-SG | <https://www.capterra.com.sg/software/193616/xcmscheduler> |
| en-ZA | <https://www.capterra.co.za/software/193616/xcmscheduler> |

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