XCM Solutions

Quincy, United States Founded: 2002 • Age: 24 yrs Acquired By Wolters Kluwer
Cloud-based workflow management is provided for accounting firms.

About XCM Solutions

XCM Solutions is a Technology company based in Quincy (United States) founded in 2002, and was acquired by Wolters Kluwer in September 2020. Cloud-based workflow management is provided for accounting firms. XCM Solutions offers products and services including CCH Axcess Suite, UpToDate, and Ovid. Its focus areas include FinTech, Finance & Accounting Tech, Tools for Finance Professionals and Accountants. Its legal entity is Wolters Kluwer N.V. Its competitors include FloQast, Canopy and Suralink; 3 of its 3 listed competitors have raised funding.

Company details

XCM Solutions was founded in 2002 and is headquartered in Quincy, United States. Cloud-based workflow management solutions are offered by the company for accounting firms and business teams. Products include XCM for workflow management, XCMscheduling for automated resource allocation, and XCMportal for secure file transfers. A mobile app is also available, alongside outsourced tax and accounting services in the financial sector.

Key Metrics

Products & Services of XCM Solutions

XCM Solutions offers a comprehensive portfolio of products and services, including CCH Axcess Suite, UpToDate, and Ovid.

CCH Axcess Suite
Tax Software

Cloud-based platform for tax preparation, compliance, and workflow management.

UpToDate
Clinical Decision Support

Evidence-based tool for healthcare professionals to make informed decisions.

Ovid
Medical Research

Platform for accessing trusted medical research and resources.

Apps and channels of XCM Solutions

its YouTube channel Wolters Kluwer Tax & Accounting US has 5.3K subscribers and 30 videos.

Wolters Kluwer Tax & Accounting US
YouTube 5.3K subscribers 30 videos Science & Technology
Open channel

Videos from XCM Solutions

The most watched videos on XCM Solutions's YouTube channel, Wolters Kluwer Tax & Accounting US (5.3K subscribers). Click a video to play it here.

The All-New TaxWise® Smart Tax Office
3.7K views
Expert Guidance Built Into TaxWise® Online
3.6K views
Simplify Client Interactions with TaxWise® AI Features
2.7K views
The Future Ready Tax Preparer: The Case for Implementing AI in Your Tax Business
320 views

More on Wolters Kluwer Tax & Accounting US.

Investors in XCM Solutions

XCM Solutions has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Wolters Kluwer.

All
Institutional
InvestorDescriptionFounded YearDomainLocation
Enterprise legal processes are managed via an AI-powered platform.
1836wolterskluwer.comUnited States
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Investor details for XCM Solutions

The complete investor list, round-by-round participation and investor portfolios require an active premium plan.

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Timeline of XCM Solutions

2 dated milestones of XCM Solutions across 18 years, from founding to its latest funding, stage changes and deals.

  1. Founded XCM Solutions is founded.
  2. Exit Acquired by Wolters Kluwer.

Competitors of XCM Solutions

XCM Solutions has 3 listed competitors in our database, 3 of them funded. They include FloQast, Canopy and Suralink.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
floqast.com2013Los Angeles, United States$291.85M518
Automated account reconciliation is facilitated by a cloud-based platform.
getcanopy.com2014Lehi, United States$292.02M104
Practice management software is offered for accounting professionals.
suralink.com2014Salt Lake, United States$6.29M38
Workflow management software is provided for accounting firms' document handling.
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Detailed competitors of XCM Solutions

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  • Full competitor set
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Verified entity values are shown only after access is granted.

Web traffic of XCM Solutions

The website of XCM Solutions (xcmsolutions.com) receives about 7.4K visits a month and ranks #3,569,721 among all websites worldwide, #7,647 in Accounting and Auditing.

  • Monthly visits
    7.4K

    ▲ 67.3% vs previous month

  • Unique visitors
    1.7K

    per month

  • Global rank
    #3,569,721

    among all websites

  • Category rank
    #7,647

    Finance · Accounting and Auditing

Similar websites

Websites whose visitors overlap most with XCM Solutions. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
confirmation.com
100%
125.8K#401,979View details
bill.com
78%
4.3M#7,262View details

Top companies in Finance & Accounting Applications

3 companies that operate in the same segment as XCM Solutions (Finance & Accounting Applications) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Cloud-based accounts payable and receivable software for businesses
2006Palo Alto, California, United StatesUSD 325.6 MUSD 1.65 B3,108
Corporate travel and expense management are facilitated through SaaS platform.
2015Palo Alto, California, United StatesUSD 1.58 BUSD 3.52 M847
Financial and accounting software is developed for businesses and individuals.
1983Mountain View, California, United StatesUSD 49.62 MUSD 21.45 B18,200
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Related news about Xcm Solutions

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Complete news archive for XCM Solutions

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Frequently Asked Questions about XCM Solutions

XCM Solutions was founded in 2002.

XCM Solutions is headquartered in Quincy, United States.

XCM Solutions was founded in 2002 and is headquartered in Quincy, United States. Cloud-based workflow management solutions are offered by the company for accounting firms and business teams. Products include XCM for workflow management, XCMscheduling for automated resource allocation, and XCMportal for secure file transfers. A mobile app is also available, alongside outsourced tax and accounting services in the financial sector.

XCM Solutions's top competitors include FloQast, Canopy and Suralink.

XCM Solutions offers CCH Axcess Suite, UpToDate, and Ovid.

XCM Solutions has 1 investor. Key investors include Wolters Kluwer.

XCM Solutions operates through Wolters Kluwer N.V..

Yes. XCM Solutions was acquired by Wolters Kluwer in September 2020.

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