Workflow Management Bundle

Covering: Automation, setting up WFM and Asana, best practice workflows in XPM, WFM masterclass, automating workflows in WFM, Practice Igintion and Asana.

Bundle includes

Here are all the courses that are included in your bundle.

$99.00

Automating Workflow Max

Using WorkflowMax in your practice? Using features like Notification, Milestones, To do list and more

2 Lessons
$99.00

Setting up WFM and Asana

Setting up WFM and Asana for staff and task scheduling for Accountants - in the free version of Asana.

3 Lessons
$99.00

Best Practice Workflows in Xero Practice Manager

*How to get the most out of your invoicing * Manage timesheets and WIP * How to best use the Practice Manager's job templates * Better track performance and KPI's * Navigate the Dashboard and Clients tabs

2 Lessons
$199.00

WorkflowMax Masterclass

Workflowmax is the practice management tool which can help consulting firms like accounting firms to create efficient systems to run smooth business, create efficient work flows, scheduling tasks, creating and calculating work in progress.

1 Lessons
$99.00

Automating Workflows in WFM, Practice Ignition and Asana

Using WorkflowMax in your practice? Be more efficient with Practice Ignition and Asana.

2 Lessons
$99.00

WORKSHOP - Setting Up WorkFlowMax

Using WorkflowMax in your practice? Here are our tips on using it better! We cover basic set up and also custom set up.

4 Lessons