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
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.