In today's fast-paced digital world, bookkeepers are constantly on the lookout for tools that can streamline their processes and enhance efficiency. Enter Pure Workflow, a tool designed by bookkeepers, for bookkeepers.
Why Pure Workflow?
Over the past decade, several workflow management solutions have emerged. From ClickUp to Asana, Xero Practice Manager, and Karbon, bookkeepers have tried and tested various systems. However, setting up these platforms often requires significant time, effort, and financial investment. Pure Workflow aims to eliminate these challenges by offering a ready-to-use solution tailored to the unique needs of bookkeepers.
Key Features of Pure Workflow:
✅Hyperlinked Tasks: Each task in Pure Workflow is hyperlinked to the Pure Bookkeeping manual, providing detailed instructions on task completion.
✅Traffic Light System: Quickly identify priority tasks with the traffic light system, categorising tasks as green, orange, or red.
✅Team Collaboration: Invite team members, reassign tasks, and monitor workload and progress seamlessly.
✅Customisable Work Reports: Generate work reports tailored to specific client fields, aiding in informed management decisions.
✅Recurring Tasks: Schedule tasks on a monthly, quarterly, or annual basis, ensuring you never miss a deadline.
✅Email Integration: Integrate with Gmail or Outlook Office 365, assign emails to clients, and create tasks directly from emails.
End the Overwhelm
Pure Workflow is more than just a tool; it's a solution to the overwhelming challenges faced by bookkeepers. Whether you're a solo entrepreneur or manage a team, Pure Workflow is adaptable to your business needs. With features like customisable templates, region-specific compliance checklists, and integrations with platforms like Zapier, it's no wonder many are calling it the "nirvana" for bookkeeping businesses.
Pure Workflow is revolutionising the way bookkeepers manage their tasks and collaborate with their teams. If you're seeking a comprehensive, user-friendly, and efficient workflow management solution, it's time to explore Pure Workflow.
Article by Katrina Aarsman
Author of Grow, Profit, Exit, mother of two and mentor Katrina Aarsman has been with Pure Bookkeeping since 2018. As spokesperson for Pure Bookkeeping Australia, Katrina uses her role to help bookkeeping businesses in a meaningful way. Along with leading development, implementing goals and upholding values, Katrina is dedicated to staying in touch, on top of trends and issues with the bookkeeping industry. Before Pure Bookkeeping, Katrina built a multi-staffed bookkeeping business that she sold in 2015. Since then she has guided, supported and helped bookkeepers build and grow their businesses. She continues to find new things that inspire her and the people around her. Currently, she is exploring meditation and dreaming of one day living by the water.
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