Plan better,
Perform better

Eliminate the work planning chaos and increase your bottom line.


How WorkXFlow works


WorkXFlow, A perfect solution for accountants

Streamline your accounting practice and increase your bottom line

  • Eliminate the planning chaos
  • Track your workload, assignments and progress
  • Proactively identify raodblocks and delays
  • Download jobs from your practice management system
  • Create your plan
  • Synchronize the plan to your practice management system
  • Gantt style drag and drop planning
  • Future planning workspace for priority
  • Capacity and work allocation dashboards
  • Work, staff and client-based filtering

Value added features

Get the most from WorkXFlow with our tailor-made features


Practice manager integration

Seamlessly synchronizes with Senta, Xero Practice Manager and Workflow Max for work data

Real-time insights

Operational and strategic dashboards for planners, staff, and practice owners, as well as real-time forecasts and recommendations based on historical pattern analysis.


Drag and drop planning calender

Drag and drop work calendar to assign and reallocate work to staff members

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Configurable planning horizon

Plan on a daily, weekly, monthly or annual basis

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Split jobs

Assign jobs between multiple staff members

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Unplanned work queue

Pre-planning workspace for wider visibility to create the prioritized planning funnel

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Multi faceted job, task and client based filtering options to drill down your data

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Detailed job & task drilldown

Detailed job and task information such as priority, duration, job value, task allocations and start/end dates

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Batch planning for recurring jobs

Plan recurring and fixed jobs with the same or different staff members in a single planning operation

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Job readiness checklist

Checklist to identify “planning ready” jobs and eliminate bottlenecks when performing the work

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Secure data handling

Enhanced security to completely protect your data including 2FA logins, secure pages and protected data protocols

WorkXFlow helps accounting practices eliminate the planning
chaos, in three simple steps


 Connect to the practice management software seamlessly


 Visualize jobs and create the optimum plan


 We will update the practice management software

 Watch 3 steps video


Meet our team

With knowledge and experience in providing accounting and digital-enabled services for clients on multiple continents, we provide a valued client service.

Over the past years, we've consistently supported our clients in achieving success, utilizing a team of skilled accounting professionals. Our proficiency extends to the operation of accounting software, and we excel in the realm of digital product development.