With the WorkflowMax Practice Manager, the emphasis is on getting jobs completed. Which means you can bill sooner, your client is happier and you aren't continuously carrying WIP forward.
How many times do you hear these questions around the office:
- "Who is working on this job?"
- "When does this return need to be completed?"
- "How much can we bill for that company formation?"
- "Who has spare capacity?"
With WorkflowMax everything you need to know about a job is in one place, staff assignment, work papers, milestones, estimates/quotes, time sheets, disbursements and WIP. Automated notifications provide live updates as jobs progress through the system, so you know exactly how everything is tracking.
Your invoicing is completed in WorkflowMax based on quoted or actual, and integrates seamlessly through with your accounting back end. In depth reporting then provides transparency over job profitability, staff efficiency and work in progress.
Take the 14 day free trial or arrange for an online demo today to find out how WorkflowMax will benefit your practice.