Xero have announced that they have decided to retire WorkflowMax (WFM) on 26 June 2024.

This episode includes an interview with Cassandra Scott Queen of WorkFlowMax, moderator of the Bookkeepers in Practice Facebook group, and Founder of Laurus Bookkeeping and Matthew Peng Founder of Business Continuum Cloud Integrators and Independant Solution Advisors, sharing their perspectives on the sunsetting of WFM, and recommendations for next steps.

A little trip down history lane.

WorkFlowMax is a project management software that was founded in 2007 by Chris Spence and Gavin George, initially developed as a job management solution for Steelcraft Engineering business owned by Gavin’s brothers. Over the years, WorkFlowMax has become a reliable project management platform utilised by businesses worldwide.

In May 2012, Xero, a global accounting software provider, acquired WorkFlowMax, leading to further development and growth of the software. After almost 11 years of servicing clients, Xero recently announced that they will retire WorkFlowMax on June 26, 2024.

Three takes on the same story

• WORKFLOWMAX BLOG https://www.workflowmax.com/blog/future-plans-for-workflowmax?

It’s essential to note that WorkFlowMax is a completely separate solution from Xero Practice Manager (XPM). Therefore, Xero Practice Manager and Xero Tax will not be affected by this decision. Data separation is also guaranteed to ensure the privacy and security of user information. Read more about that here.

If you or your clients are impacted by this announcement, here are some options I’m aware of, and please share others that you may know of with me.

• BlueRock have acquired the “WorkflowMax brand”