Tidyflow
Practice management platform for accounting firms combining workflows, client requests, document collection, time tracking, and billing.
WorkflowMax
Website: www.workflowmax.com
WorkflowMax is a cloud-based practice management tool originally developed by Xero for job management, time tracking, quoting, and invoicing. Note: Xero announced in 2023 that WorkflowMax would be replaced by Xero Practice Manager, and new sign-ups are no longer available. Existing users have been migrated or are in the process of migrating.
Firms that used WorkflowMax relied on it for job costing, time recording, quoting, purchase orders, and invoicing, with data flowing directly into Xero for accounting and financial reporting. Its reporting features covered job profitability, staff utilisation, and aged work-in-progress.
For firms looking for a replacement, Xero Practice Manager is the designated successor within the Xero ecosystem, while third-party alternatives like Karbon, Ignition, and other practice management platforms serve similar functions.
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