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QB Talks July (Future Forward): App Comparison of Workflow Apps

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Hosted by: William Murphy

Co-Hosted by: Debra Kilsheimer

Sponsor: Erplain

This session will provide an in-depth comparison of popular Workflow and Practice Management Apps, including Aero Workflow, FloQast, Jetpack, Monday.com, Trello, Uku, XBert, and Xenett. We will explore the key features of these apps to help you determine the best solution for your clients, focusing on aspects such as task management, AI-assisted functionality, and integration with other business tools.

While Workflow Apps are essential for streamlining specific business processes, many Practice Management Apps incorporate these features as part of their broader functionality. This presentation will equip you with the knowledge to recommend or acquire an optimal solution, whether for your own practice or for clients.

Learning Objectives:

Upon completion of this webinar, participants will be able to:

  1. Select which user group Workflow Apps and Practice Management Apps are best configured to serve.
  2. Identify at least three key Workflow App Features (listed) you consider critical for your clients.
  3. Understand which key ranking factor is most important when selecting a Workflow App.

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CPE Credits: 1

Subject Area: Computer Software and Applications

Course Level: Basic

Instructional Method: Group Internet Based

Prerequisites: None

Advanced Preparation: None

Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer

Cost: Free

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