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David Harris

XCM Solutions, LLC
Director, Outsourcing Operations
(781) 356-5152


David Harris, EA, is the director of outsourcing operations for Xpitax, LLC providing cross-team coordination for all tax work. He has over 10 years of experience managing public accounting teams. David's primary role is to ensure quality compliance, facilitating client-team collaboration and overseeing training of the India accountants. David's strong background as a tax professional managing diverse teams at a large, national public accounting firm, makes him uniquely qualified to serve as the primary liaison between Xpitax’s U.S. clients and India-based professional staff.

Prior to joining Xpitax, David served as a tax manager at a Top 10 Boston-based firm for 13 years. His areas of expertise span tax, accounting and consulting services for real estate, manufacturing, architect engineering, retail and high net worth clients. In addition to tax compliance, he was responsible for onboarding and developing internal training programs for new hire orientation, quality control and technology strategy. David also provided oversight for the internal tax operations, working to enhance internal procedures, monitor workflow processes, and implement new tax applications.

About Us: XCM offers a complete productivity enablement and workflow platform that empowers you to manage all types of work—within all departments, across multiple offices.

It's an open platform system that works horizontally across tax, accounting, finance, audit, and operations applications. XCM manages millions of processes per year, enabling professionals to complete more work, in less time, with greater quality. Our device and browser-agnostic cloud solutions offer real-time anywhere, anytime access to work.

Though we integrate with several popular tax and accounting packages, the real payback is through your greatest asset—your people.
XCM is the only productivity enablement and workflow platform endorsed by the AICPA, and complies with the controls and applicable criteria of the AICPA Trust Service Principles.

Archived Webinars Offered


Date RecordedDecember 11, 2018  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm