Plan better,
Perform better
Eliminate the work planning chaos and increase your bottom line.
How WorkXFlow works
WorkXFlow, A perfect solution for accountants
Streamline your accounting practice and increase your bottom line
OPTIMIZE YOUR WORK
- Eliminate the planning chaos
- Track your workload, assignments and progress
- Proactively identify raodblocks and delays
PLAN WITH EASE
- Download jobs from your practice management system
- Create your plan
- Synchronize the plan to your practice management system
VISUALIZE YOUR PLAN
- Gantt style drag and drop planning
- Future planning workspace for priority
- Capacity and work allocation dashboards
- Work, staff and client-based filtering
Value added features
Get the most from WorkXFlow with our tailor-made features
Practice manager integration
Seamlessly synchronizes with Senta, Xero Practice Manager and Workflow Max for work data
Real-time insights
Operational and strategic dashboards for planners, staff, and practice owners, as well as real-time forecasts and recommendations based on historical pattern analysis.
Drag and drop planning calender
Drag and drop work calendar to assign and reallocate work to staff members
Configurable planning horizon
Plan on a daily, weekly, monthly or annual basis
Split jobs
Assign jobs between multiple staff members
Unplanned work queue
Pre-planning workspace for wider visibility to create the prioritized planning funnel
Filters
Multi faceted job, task and client based filtering options to drill down your data
Detailed job & task drilldown
Detailed job and task information such as priority, duration, job value, task allocations and start/end dates
Batch planning for recurring jobs
Plan recurring and fixed jobs with the same or different staff members in a single planning operation
Job readiness checklist
Checklist to identify “planning ready” jobs and eliminate bottlenecks when performing the work
Secure data handling
Enhanced security to completely protect your data including 2FA logins, secure pages and protected data protocols
WorkXFlow helps accounting practices eliminate the planning
chaos, in three simple steps
Connect to the practice management software seamlessly
Visualize jobs and create the optimum plan
We will update the practice management software
Watch 3 steps video
Meet our team
With knowledge and experience in providing accounting and digital-enabled services for clients on multiple continents, we provide a valued client service.
Over the past years, we've consistently supported our clients in achieving success, utilizing a team of skilled accounting professionals. Our proficiency extends to the operation of accounting software, and we excel in the realm of digital product development.
