Now that you're considering implementing new cloud software, it's time to rethink and re-order your client lifecycle!
The cloud-based software in our recommended app stack supports you every step of the way.
Our Director Amy Holdsworth talks us through what a traditional firm's client lifecycle looks like vs. what the process should be!
Watch the video below:
When Xero first acquired Max Solutions (now known as WorkflowMax - WFM), they purchased an, at the time, leading cloud job management solution that filled a need for Xero - a job/workflow application to help compete with MYOB AO/AE, APS and Handisoft! We found an original blog post here re the acquisition.
A few years later, Xero added Xero Tax and Xero Practice Manager (XPM). At the time, however, this meant there were two different sub-domains; the original WorkflowMax and Practice Manager.
Fast forward 6 years and Xero has now completely split off Xero Practice Manager from WorkflowMax. This should allow the two products to go in different directions and allow future development of the products to be independent of each other. This also means a better result for the end users!
We have a very quick video of the new login process here:
Clarity Street was conceived from years of engaging with Accounting firms on a daily basis and a constant desire to make Accounting firms & SME’s more efficient and profitable.