Xero Practice Manager & WorkflowMax Split!

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:

What does this mean for you if you are a Xero Practice Manager user?

Well, not a lot really.... The majority of users will login using login.xero.com, and then choose Xero Practice Manager from the drop-down menu. You will be whisked away into practicemanager.xero.com without even noticing it doesn’t go to my.workflowmax.com.

Please note, however, that if you happen to use a bookmark that refers to my.workflowmax.com, you will need to update this to the practicemanager.xero.com or login.xero.com URLs to be able to log into XPM. 

If you use the 'Email My Job' function in the Collaboration Manager, you will also be affected by this change. You will need to update to the new email URL of @practicemanagerfiles.com. (At the time of writing this blog, the old email address was still working though!) 

If you happen to use the WorkflowMax smartphone app, you will need to switch across to the Xero Practice Manager app, as you will no longer be able to use the WFM app.  

You can read more about the changes on the Xero website here and the WorkflowMax website here.