Please use the following link to see additional sessions of Introduction to WorkflowMax Practice Manager:
Introduction to WorkflowMax Practice Manager
Take a guided tour of the best features of WorkflowMax Practice Manager and how they will benefit your practice.
The topics will include:
- Lead management
- Job focused workflow
- Value based billing
- WIP billing
- Client groups/relationships and custom fields
This is a beginning level Group-Internet Based course with no recommended prerequisites. It is worth 1 CPE credit total based on a 50 minute hour.
If you would like to receive CPE credit for this course, please plan to use a laptop or desktop computer so that you can complete the brief survey required by NASBA. Unfortunately GoToWebinar surveys are not yet supported on iPads, iPhones or Android devices. We'll send you the CPE certificate within 5 business days, if not sooner.
For any questions regarding the course, cancellations, or information regarding administrative policies such as complaint and refund please contact us.
Xero is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.learningmarket.org
While there are no pre-requisites, we recommend you attend ‘Introduction to Xero for Accountants and Bookkeepers’as well as 'Xero Essentials' first.