Ferret becomes a WorkflowMax (Xero Practice Manager) Official Add-On
July 09, 2015
Author: Andrew Storm
Ferret Software Ltd. has become an official Add-On to WorkflowMax (Xero Practice Manager) and offers integration between the two systems.
Click here to go to the Ferret Add-On Page on the WorkflowMax website
Highlights of WorkflowMax with Ferret Document Management System
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- Continue to use WorkflowMax to track and manage jobs and clients, but add powerful document management functionality.
- Ferret is a document management system that allows you to view all documents and all correspondence relating to a client or job in one place.
- You’re able to get the full picture of a client or job, and retrieve any document or email in seconds.
- Sync all client and job details between WorkflowMax and Ferret document management system. As you update client details in WorkflowMax, they’ll automatically be updated through to Ferret.
- Ferret’s Document Management System is the missing link where all emails and documents are stored in one place.