Accounting firm A Squared Advisers has released an unofficial app for Workflow Max, a job management software used by accountants to run their practices. WFM Touch for iPhone was designed as a native app that synchronised client information and credit data from Workflow Max users in the cloud.
WFM Touch took 12 months to develop as a convenient method for accountants and SMBs to record timesheets and look up information in Workflow Max while on the road without having to turn their laptop on, said Anthony Wardley from A Squared Advisers.
“It’s (about) keeping client information more up-to-date. As you enter [contact details] once on the app, it syncs the information into the cloud and you’re not rekeying numbers to call. It’s replicating the functionalities of the iPhone,” Wardley said.
“[You can] record timesheets with clients, add client leads, review debtors for a quick 10 minutes between meetings, and view client addresses immediately on the map.”
Wardley initially designed the WFM Touch for internal use because A Squared Advisers found the cloud version of Workflow Max wasn’t optimised for an iPhone-sized screen.
“It was difficult to work while out on the road. We couldn’t manage tasks such as adding clients easily enough on the phone, hence we had to go back into the office to complete them,” Wardley said.
The firm later gained Workflow Max’s support to offer the app for all Workflow Max users. However, because the tool was developed externally to the practice management software company it couldn’t carry the official Workflow Max brand.
WFM Touch will be released Thursday with a one-off price of AU$14.99. There were no immediate plans to release an Android version, Wardley said.