WorkflowMax your time today.
July 21, 2015

WorkflowMax your time today.

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with WorkflowMax

We use WorkflowMax as our online data base, for online filing of tax returns and GST returns with the IRD syncing data with Xero which makes life so much easier. I use it as a time management tool for keeping track of jobs due on an ad hoc or recurring basis. It also acts as a good guide for raising invoices - although we do this in Xero.
  • Jobs can be allocated to each member of staff - with a due date - which keeps us on track with deadlines
  • Data flows from Xero into WorkflowMax and in turn links to the IRD for ease of filing returns on line
  • Documents can be attached to clients files - or notes added- now easy to access so everyone has an up to date picture of what is going on
  • It used to have a time clock facility to keep an accurate account of time spent on a job - don't know what happened to this - but it was very handy
  • The integration with online accounting systems and government sites makes for an efficient streamline working relationship resulting in better customer service.
Its a great online easy access database with functionality.

WorkflowMax Feature Ratings

Task Management
7
Scheduling
7
Team Collaboration
Not Rated
Document Management
Not Rated
Mobile Access
1
Timesheet Tracking
8
Change request and Case Management
Not Rated
Budget and Expense Management
Not Rated
Quotes/estimates
Not Rated
Invoicing
7
Project & financial reporting
Not Rated
Integration with accounting software
9