WorkflowMax 1.9.6

Manage your tasks efficiently with WorkflowMax for iOS. This mobile app allows you to track time, access client information, and manage jobs, tasks, milestones, and expenses across your organization seamlessly.

• Using the app:

The WorkflowMax iPhone app is directly linked to the WorkflowMax or Xero Practice Manager web app for current users. If you're an existing user, simply download the app and sign in. For new users, a free trial is available on the WorkflowMax or Xero Practice Manager website.

• What is WorkflowMax?

WorkflowMax is an online job management platform specifically designed for small businesses. Utilizing both web and mobile platforms, WorkflowMax enables businesses to oversee their tasks from anywhere.

• How WorkflowMax benefits your business

WorkflowMax simplifies time tracking, allowing users to effortlessly record, modify, and view time spent on various tasks. It offers easy job management features including task visibility, milestone tracking, cost monitoring, and staff assignment capabilities.

As part of the Xero family, WorkflowMax seamlessly integrates with Xero Accounting software. Operating through the cloud, users can collaborate across different locations and access data remotely.

Users receive comprehensive support through tutorial videos, webinars, and email assistance at no extra cost. With transparent monthly subscriptions and no setup fees or lock-in contracts, WorkflowMax offers flexible pricing options.

• You’re safe with us

WorkflowMax ensures data security by storing information in the cloud with encryption levels similar to online banking. This guarantees that your data remains protected even if your device is lost or stolen. Additionally, users can log in quickly using a secure 4-digit PIN or Touch ID on compatible iPhones.

• About WorkflowMax

As a global leader in online job management software, WorkflowMax serves over 6,000 customers worldwide by simplifying job management processes for small businesses and their advisors.