--- title: "XCMworkflow Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about XCMworkflow Software - reviews, pricing plans, popular comparisons to other Project Management products and more." source_url: "https://www.capterra.com/p/193616/XCMscheduler/" page_type: "product" language: "en" --- # XCMworkflow Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) XCMworkflow ## What is XCMworkflow? XCMworkflow Accounting Workflow Software by Wolters Kluwer is accounting workflow software designed to provide finance professionals with 360-degree visibility into real-time task, project, and business metrics information from one central platform. The scalable cloud-based solution aims to increase productivity through process and technology improvements for tax, accounting, and finance teams. ## What is XCMworkflow used for? [Scheduling](https://www.capterra.com/scheduling-software/)[Tax Preparation](https://www.capterra.com/tax-preparation-software/)[Workflow Management](https://www.capterra.com/workflow-management-software/) Top alternative Featured Overall rating Based on 5 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for XCMworkflow?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.xcmsolutions.com&name=XCMworkflow) ## XCMworkflow Overview Updated August 2026 AI summary XCMworkflow is a cloud-based project management solution designed for small businesses, supporting project planning, task management, workflow management, and collaboration. It offers document management, reporting, resource allocation, and scheduling tools, along with features like access controls, notifications, customizable fields, and third-party integrations. XCMworkflow helps teams coordinate work and track progress across projects and recurring tasks. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### XCMworkflow 4.0 (5) VS. [4.7 (687)](https://www.capterra.com/p/162588/HoneyBook/reviews/) Starting Price Contact vendor Starting Price $36 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.6 (5) Ease Of Use 4.6 (95) Value For Money 3.3 (3) Value For Money 4.6 (86) Customer Service 3.3 (3) Customer Service 4.7 (81) ## XCMworkflow alternatives [Bonsai](https://www.capterra.com/p/238825/Bonsai/) [4.6 (95)](https://www.capterra.com/p/238825/Bonsai/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/238825/Bonsai/) [Smartsheet](https://www.capterra.com/p/79104/Smartsheet/) [4.5 (3,540)](https://www.capterra.com/p/79104/Smartsheet/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/79104/Smartsheet/) [Simpro](https://www.capterra.com/p/10529/Simpro-Enterprise/) [4.0 (148)](https://www.capterra.com/p/10529/Simpro-Enterprise/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 76% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10529/Simpro-Enterprise/) [Paycom](https://www.capterra.com/p/130949/Paycom/) [4.4 (1,388)](https://www.capterra.com/p/130949/Paycom/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/130949/Paycom/) ## Features AI summary Based on 28,833 Project Management reviews Capterra reviewers highlight these as the top features buyers look for in project management software: - **Task Management** (**52%** of reviewers rated this feature as critical) - **Project Planning/Scheduling** (**49%**) - **Multiple Projects** (**51%**) XCMworkflow supports **Task Management** and **Project Planning/Scheduling**, giving teams a way to organize work, assign responsibilities, and keep timelines on track. However, it does not include **Multiple Projects**. Instead, it offers other highly valued capabilities, including **Workflow Management** (**48%**), **Collaboration Tools** (**45%**), and **Reporting/Project Tracking** (**43%**), helping businesses coordinate processes, improve team communication, and monitor progress more effectively across ongoing work. Access Controls/Permissions Define levels of authorization for access to specific files or systems Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Approval Process Control Manage the process of evaluating documents or requests submitted for approval Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Availability Management Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients XCMworkflow 40 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Availability Management: Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients - Booking Management: Create, update, and manage bookings, itineraries, and reservations - Budget Management: Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Customizable Dashboard: Alter the layout and content of dashboards - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Graphical Workflow Editor: Create, design and modify the flow and processes of tasks in a project - Project Planning/Scheduling: Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints - Real-time Scheduling: Based on availability, instantly confirm or deny a request when a new booking is made - Recurring Tasks: Set the frequency of a task's occurrence - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation - Resource Management: Process of planning, scheduling and executing the optimal and effective use of human capital across projects - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Tax Calculation: Calculate tax and make deductions on gross income from sources like wages, investments or self-employment - Tax Compliance: Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors - Tax Filing: The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return - Tax Forms: Declaration of income made to tax authorities - Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Workflow Configuration: Alter the default workflow to meet your organization's needs - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 3.8 (5) 3.8 Based on 5 reviews ## Pricing Value for money 3.3 (3) ### Starting price Free trial not available Value for money 3.3 (3) 3.3 Based on 3 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 3.3 (3) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.3 (3) 3.3 Based on 3 reviews ## User reviews Overall rating 4.0 Based on 5 reviews Filter by rating 5(2) 4(2) 3(0) 2(1) 1(0) Mentioned topic Sorted by most recent AH Anne H. Partner Accounting ### "Xcm" 2.0 Overall Rating 2.0 2.0 Ease of Use 1.0 1.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 0/10 June 21, 2022 Unfortunately, the consensus in the office was this was not an easy software to transition to. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. EE Edward E. President Accounting ### "Leaving XCM for greener pastures" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 January 20, 2022 It was a good product but now we have found some even better 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 Switched from [Sage Timeslips](https://www.capterra.com/p/114210/Sage-Timeslips/) XCM offered improvements Alternatives considered [Timesheets.com](https://www.capterra.com/p/132754/Timesheets-com/) Reasons for choosing XCMworkflow IT helped us more Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AB Ashley B. Manager Accounting ### "XCM is good" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 June 17, 2020 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TT Thuy T. Tax Associate Accounting ### "XCM - Place to track hours" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 February 17, 2020 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Nathalie M. accountant Accounting ### "XCM Gets the Job Done" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 October 23, 2019 My experience has been positive. XCM does a good job of making sure projects don't get forgotten. 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.