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Karbon contact data will be synchronised with Xero Practice Manager but WorkflowMax will be retired in mid-2024.
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Xero certifies Karbon app ahead of integration
28 March 2023
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9 minute read
Accounting practice management software Karbon has become a Xero-certified app ahead of integration with Xero Practice Manager scheduled next month.
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Jared Baker, APAC managing director at Karbon, expressed admiration for Xero and said customers were the winners from the decision.
“We are committed to an open ecosystem,” said Mr Baker. “We believe that accounting firms should be able to select the right technology for their needs and that whatever they choose should integrate with the rest of their tech stack.
“Xero has transformed the accounting industry and helped support and amplify the growth of many great firms.”
“We are delighted to be bringing together our top-rated accounting practice management solution with one of the world’s pre-eminent accounting solutions.”
Karbon said integration with Xero Practice Manager would mean automatically synchronised contact data between both systems as well as allowing both sets of customers to keep their client contact records up to date.
“The Karbon product engineering team is working tirelessly to deliver an incredibly exciting roadmap for our customers,” said Mr Baker.
“With product updates released every few weeks, our rate of development is unmatched. Karbon is future-proofing practice management for the accounting profession.”
Xero said it would be retiring WorkflowMax, which it acquired over a decade ago, on 26 June 2024 as it had become unviable to update.
“Xero acquired the WorkflowMax product to build out Xero’s practice tool offering globally and ultimately help us to create a more seamless experience for accountants and bookkeepers to run their practice in the cloud,” said Xero
“We followed with the launch of Xero Practice Manager, bringing to fruition the early vision we had for the WorkflowMax product.”
“This resulted in two products – WorkflowMax and Xero Practice Manager – both of which needed their own investments and focus, but provided us flexibility to develop both products independent of each other.”
Tech-led business advisory firm BlueRock had commenced plans to offer a similar product which would be known as WorkflowMax by BlueRock.
WorkflowMax users would need to manually switch over to the new iteration although BlueRock intended to develop a conversion tool to help the transition.
Xero said it would have an ongoing revenue share arrangement with WorkflowMax by BlueRock and once released it would be available on the Xero app store.
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