WorkXFlow perfectly complements practice management softwares, featuring effortless data integration for planning. With our cutting-edge platform, you can effortlessly synchronize your work data and experience a new level of efficiency and productivity as WorkXFlow takes your practice management to new heights.
Connect to PM software
Down sync data to WorkXFlow
Visual planning of works
Up sync to PM software
WorkXFlow simplifies your planning by visualizing jobs, tasks, and staff allocations, and helps create the optimum plan. With WorkXFlow Planner you can integrate and plan in 3 simple steps.
Seamlessly connect to your practice management system and download your jobs and tasks
Create your perfect plan by dragging and dropping jobs to your staff members
Upload your plan back to your practice management system.
Enhance your accounting practice planning with WorkXFlow Planner, now supporting Senta and Xero Practice Manager!
with WorkXFlow you can take the time to grow your accounting practice