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FEATURES

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Estimating and quoting
Send professional, customisable quotes, estimates & budgets in minutes
Xero and QuickBooks integration
Power up with the Xero or QuickBooks integration saving you time and eliminating double-handling
Customisation
Personalise quotes, invoices, reports and more so you can run your business your way
Time tracking
Capture every minute of every day and never miss a second of chargeable time again
Document management
Access all your important project information quickly with centralised document management
Reporting and dashboard
Stop losing money and make better business decisions based on real-time data and reports
Invoicing
Create beautiful, customised invoices quickly and get paid faster
Lead manager
Track every step of your leads, proposals and sales pipeline from one place
Job management
Never miss a deadline again - manage all jobs, tasks, and people from one place

INDUSTRIES

Architects
Manage, track and report on multiple, complex projects from anytime, anywhere
Engineers and designers
Customisable software that helps you manage, track and report on multiple, complex projects
Building and construction
Construction is tough work. Let us do the heavy lifting so you can work faster and smarter
Business consultants
Streamline your core business functions, free up time to focus on billable hours and big-picture thinking.
Creative agencies
Time is money when you run an agency. Simplify the way you work and do more of what you love

INTEGRATIONS

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Xero

Elevate your business efficiency by integrating with Xero. Enjoy seamless data synchronisation, eliminate double-handling and save valuable time.

Airwallex

Connect Airwallex with WorkflowMAX to collect customer payments easily by credit card, speeding up cash flow and simplifying reconciliation.

Suitefiles

Integrate SuiteFiles with WorkflowMAX to seamlessly manage and share documents via SharePoint, keeping client files secure and accessible.

QuickBooks

Integrate QuickBooks with WorkflowMAX to simplify your financial processes. Key data flows between platforms, reducing manual work and helping you stay on top of your business performance.

Google Drive

Integrate Google Drive is a safe and secure file storage platform that allows you to store all your files in one place.

Box

Upload documents to WorkflowMAX and they automatically push into Box. Great for collaboration and storage.

Hubspot

Streamline operations & boost growth with WorkflowMAX & HubSpot integration. Sync data, automate workflows, get insights for informed decisions.

Dropbox

Integrate WorkflowMAX with Dropbox, you can quickly and simply share files with clients. Store and share your files from any device, wherever you are in the world.

EzzyBills

EzzyBills allows you to automatically import data from invoices and receipts and connect it directly to your jobs in WorkflowMAX.

Resources

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Implementation options - coming soon
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Find a partner
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WorkflowMAX academy
Bolster your knowledge and use of WorkflowMAX with free online training courses
Visit the help centre
Learn how to configure and use WorkflowMAX and search a wide range of help topics
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FAQs
Read over our frequently asked questions to get answers quickly
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SuiteFiles INTEGRATION

Integrate with SuiteFiles

Try the SuiteFiles integration for powerful document management, cloud storage, team collaboration and e-signing functionality.

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How WorkflowMAX works with SuiteFiles

Both of these two tools goes hand in hand to make your job and work more easier and better. Here’s how:

Experience the power of the cloud

With SuiteFiles seamlessly integrated into WorkflowMAX, access a comprehensive suite of cloud-based solutions. Enjoy the convenience of a single platform, where all your client data, documents, and emails are securely stored online, ready to be accessed from anywhere, at any time.

Lead manager

Supercharge your workflow efficiency

Seamlessly connect your workflow to a powerful suite of tools designed to streamline processes, eliminate manual work, and drive productivity. Experience the freedom to focus on what truly matters as SuiteFiles automates your repetitive processes, transforming your workflow into a seamlessly efficient operation.

Lead manager

Seamless client and job management

Effortlessly manage clients and jobs with streamlined access to data and tracking capabilities.

Lead manager

Harness the power of Microsoft documents

Collaborate effortlessly on Microsoft documents directly from WorkflowMAX, driving efficiencies in your practice and empowering your team to work smarter and faster.

Lead manager
WorkflowMAX has transformed how my clients manage projects. Its powerful features streamline every aspect of job management at an unbeatable value. The pricing is incredibly reasonable for the efficiency and control it brings to business operations.

Michelle JV Rensberg

Nimacc Business Intelligence

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Frequently asked questions

How does SuiteFiles compare to the SharePoint integration?

Both use SharePoint for underlying storage. SuiteFiles adds a practice-management layer client portals, structured filing, and workflows for accounting firms. The direct SharePoint integration suits firms that want to manage their own SharePoint environment. Choose based on whether you need SuiteFiles' practice-specific features.

Which WorkflowMAX plans support the SuiteFiles integration?

SuiteFiles integration is available across WorkflowMAX plans. You'll need a SuiteFiles subscription separately.

Can I share job documents with clients through SuiteFiles?

Yes. SuiteFiles offers client portal capabilities, so documents stored against jobs can be shared with clients securely useful for accounting firms exchanging sensitive documents regularly.

Does SuiteFiles sync documents bi-directionally with WorkflowMAX?

Yes. Documents sync between WorkflowMAX and SuiteFiles, so files are accessible from either platform.

Why would an accounting firm choose SuiteFiles for their WorkflowMAX DMS?

SuiteFiles is designed for accounting and professional services firms, with client portals, document signing, and structured filing built for practice management. If your firm already uses SuiteFiles, the WorkflowMAX integration keeps job documents within the same platform.

How does the SuiteFiles integration work with WorkflowMAX?

SuiteFiles connects to WorkflowMAX as a document management system, storing job documents in your SuiteFiles environment via SharePoint. Files uploaded against jobs are routed to SuiteFiles and remain accessible from WorkflowMAX's Documents tab.

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Additional features

Reporting

Lead manager

Invoicing

Time tracking

Quoting

Reporting

Lead manager

Invoicing

Time tracking

Quoting

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