Xpitax® Client Accounting Services (CAS) Outsourcing

View real-time status at any time, from anywhere, of all work within your firm. Utilizing our best-in-breed workflow solution you know who has the task, what the task is, where it is in the process, when it is due, and why it isn’t completed yet.

Assign specific responsibilities to team members, track progress, and empower your staff to manage their own workloads. Easily assign, reassign, and manage staff work while decreasing reliance on email, spreadsheets, notes and your memory. 

Keep the capacity to support multiple tasks and projects for the same client, while growing your CAS practice. Xpitax® hires, trains, and retains talent for you, providing skilled professionals that become an extension of your staff.

Shift your staff’s focus to value-add advisory and consulting services while realizing significant cost savings with tech-enabled services, and watch as Client Accounting Services become a highly profitable line of business in your firm.