- Introduction
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About this course
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Your WorkflowMax account
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Completing the quizzes
- Course lessons
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Get to know WorkflowMax
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Learn who uses WorkflowMax
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Determine your client's requirements
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Setup considerations
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Customise and extend WorkflowMax
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Produce standard and custom reports
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Get your client started with WorkflowMax
- Register as an advisor
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Get your advisor profile set up
WorkflowMax Advisor Certification
Welcome to this self-paced course on becoming a WorkflowMax Advisor!
As an accountant or bookkeeper you're looking for new ways that you can help your clients to run their business more effectively.
By becoming a WorkflowMax advisor, you can help small businesses supercharge their business growth—and yours.
Partnering with WorkflowMax means your clients will get the benefit of your expertise and experience, while you boost the value of your services.
It will take you about 2—3 hours to complete this course.
Accessing Your Data
When you register for a WorkflowMax course in the SkillJar Learning Management System, you need to provide your name and email address.
As you complete courses, we record various items that allow you to track your progress. These include details of your advancement through each course, scores in quizzes, dates of completion, and course certificates.
You can contact us at any time to:
- Request access to information that WorkflowMax has about you.
- Correct any information that WorkflowMax has about you.
- Delete information that WorkflowMax has about you.
If you have any questions about our collection and storage of data in SkillJar, please contact us at support@workflowmax.com.
As WorkflowMax is a Xero company, please go to the Xero Privacy notice for further details.
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