Having used the platform for business operations, this reviewer appreciates the ease of use and strong feature set that simplify processes. There could be improvements in integrations with bookkeeping and marketing software.
View Full ReviewZenWorkflow Reviews (3)
ZenWorkflow Reviews (3)

I like ZenWorkflow because it keeps everything organized and gives me clarity over clients, making things efficient for my day-to-day tasks from one software. It's very complex yet extremely easy to use, providing everything is very accessible even to people new to technology. The transition was very easy as ZenWorkflow helped us, and now there's nothing more we need for our company as it fully covers our needs. We're extremely happy with it, and I rate it a 10! Review collected by and hosted on G2.com.
We are actually extremely happy with it! There is nothing we would like more from a practice management software. Review collected by and hosted on G2.com.

I find ZenWorkflow really effective for controlling my day-to-day work, including client management, billing, and timesheets. I like that I honestly appreciate everything about it. The logic and flow are well captured, which makes it a system that fits my needs perfectly, even eliminating the need for other tools beyond Outlook and CaseWare. Review collected by and hosted on G2.com.
I think notifications can be better and maybe reports. I want to be certain I don't miss out on KYC expiries or due dates on workflows. Review collected by and hosted on G2.com.
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