How-to guide for moving to WorkflowMax

Evaluating Xero’s take on practice management.

Sister site Cloud Adviser has released the first in a series of of how-to guides on moving to cloud-based practice management software for accounting firms.

The practice management software field is in a state of flux. Not only has veteran information services company CCH announced its entry with the acquisition of Acclipse’s iFirm, Xero has decided to give firms with 25 or more Xero clients its own product, WorkflowMax, for free.

At the same time, conventional practice management software has become increasingly expensive, with one vendor raising annual software maintenance fees by 20 percent in the past 12 months. Accounting firms are also facing the added cost of upgrading servers to run new versions of practice management software.

While free software is tempting, can the still-maturing WorkflowMax do everything an accounting firm needs? And how difficult is it to migrate your established workflows and processes to a cloud system? What components are missing and how are firms finding workarounds?

Firms wondering whether Xero’s product is good enough to save them spending tens of thousands of dollars on software and servers should read the how-to guide “Building a cloud practice with WorkflowMax”. Cloud Adviser’s how-to guide is intended to reduce risk for accountants considering a switch to WorkflowMax by demystifying the process and answering common questions. It includes candid interviews from accounting firms about their experiences in making the transition to the cloud.

Cloud Adviser is selling the guide “Building a cloud practice with WorkflowMax” (three months access) for $119 plus GST. Click here to read more about the contents of the guide.


About Sholto Macpherson

Sholto Macpherson is a business technology journalist, consultant and analyst specialising in cloud accounting software.

Sholto is the author of the Macpherson Report, which examines the key technology trends facing accountants in Australia.

He lives and works in Sydney, Australia.

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