Jennifer Milne

Bookkeeper, Well Balanced Bookkeeping

I just love the program, the system, the workflow. I don't think it's perfect, but one of the best things is how much time and effort is being put into getting the new PB Central working really well and the checklists more user friendly. It's so great that our suggestions are really heard! Love, love, love the community as well.

Leslee Hickerson

Certified Professional Bookkeeper, Makwa Consulting

Best workflow system. Amazing support.

Kim Wolfe

Advanced Certified Pro Advisor at KAW Solutions

This has been a excellent resource. Really love how userfriendly and incredibly helpful Pure Workflow is, and I absolutely love the new Pure Bookkeeping portal. The information has always been incredible and thorough, and now its so much more user friendly. Thank you!

Deb Esquilant

Connect Bookkeeping & Business Solutions

Implementing Pure Workflow and having access to the checklist has made a big difference. Being able to check BAS and check what our bookkeepers have done, as is having the checklist there is just making it so much easier and making sure that the client's work is right, we're not sending anything out that's wrong. And the other thing that's been really helpful is the skills test. I used it last year with someone that I put on and it was fantastic. Then I've just done one recently and unfortunately it wasn't as good, but I was just so glad cause it was someone that I thought was going to be fantastic and I was just so relieved that I had the skills test to show me that that wasn't the right person for our business.

Jane McNeil

Owner, Ajac Bookkeeping

What makes me happy? The most outstanding thing of all is the sense of security and confidence that I am being the most professional bookkeeper I can be as I have the tools and knowledge available to me in an instant. It has streamlined my business and given me clear guidelines to ensure that the work I produce for my clients is the same each time… Very happy with my life right now 😊

Matthew Norman

10X Consulting Group, Inc

One of the best part of the Pure Bookkeeping System is the Pure Workflow Platform because it’s beautiful to look at and work in. User Interface experience is most important to me, and Pure is truly a work of art.

Susan McCracken

Central Coast BAS Bookkeeping & Payroll

“Simple, easy and efficient” is the best way to describe using Pure Workflow. This is the perfect complement to our Pure Bookkeeping system.

I have tried two other workflow management programs over the past few years. Having already done a set up in two programs, I was so pleased to see how easy it was for me to migrate all of my client and contact information into Pure Workflow and to get started. The big game changers for me, however, are the built-in CRM and the customization and flexibility allowed by the ability to add "customized fields" for each client. Not only do I have all of the information I want at my fingertips for each client in one place, I can easily pull the information from those fields into my workflow templates. Those two features alone have already saved me an incredible amount of time and are worth the price of admission!

Connie Smith

Financly

It is a really good platform. And one of the things I absolutely love is that it's going to have email integration and I just love that because one of the things I find is we'll have an email come in from a client, for example, and it's copied to three or four people and then you don't know, ‘Did somebody reply to this and they forgot to cc me?’ So, it would be nice that everything is right there within Pure Workflow where you can see all the correspondence with that client.

Teresa Slack

Financly

I think it's going to change the world of bookkeeping. And I love that it's going to be continued to be developed by bookkeepers and accounting professionals specifically for us because we deserve that.

Jennifer Milne

Bookkeeper, Well Balanced Bookkeeping

I just love the program, the system, the workflow. I don't think it's perfect, but one of the best things is how much time and effort is being put into getting the new PB Central working really well and the checklists more user friendly. It's so great that our suggestions are really heard! Love, love, love the community as well.

Leslee Hickerson

Certified Professional Bookkeeper, Makwa Consulting

Best workflow system. Amazing support.

Kim Wolfe

Advanced Certified Pro Advisor at KAW Solutions

This has been a excellent resource. Really love how userfriendly and incredibly helpful Pure Workflow is, and I absolutely love the new Pure Bookkeeping portal. The information has always been incredible and thorough, and now its so much more user friendly. Thank you!

Deb Esquilant

Connect Bookkeeping & Business Solutions

Implementing Pure Workflow and having access to the checklist has made a big difference. Being able to check BAS and check what our bookkeepers have done, as is having the checklist there is just making it so much easier and making sure that the client's work is right, we're not sending anything out that's wrong. And the other thing that's been really helpful is the skills test. I used it last year with someone that I put on and it was fantastic. Then I've just done one recently and unfortunately it wasn't as good, but I was just so glad cause it was someone that I thought was going to be fantastic and I was just so relieved that I had the skills test to show me that that wasn't the right person for our business.

Jane McNeil

Owner, Ajac Bookkeeping

What makes me happy? The most outstanding thing of all is the sense of security and confidence that I am being the most professional bookkeeper I can be as I have the tools and knowledge available to me in an instant. It has streamlined my business and given me clear guidelines to ensure that the work I produce for my clients is the same each time… Very happy with my life right now 😊

Matthew Norman

10X Consulting Group, Inc

One of the best part of the Pure Bookkeeping System is the Pure Workflow Platform because it’s beautiful to look at and work in. User Interface experience is most important to me, and Pure is truly a work of art.

Susan McCracken

Central Coast BAS Bookkeeping & Payroll

“Simple, easy and efficient” is the best way to describe using Pure Workflow. This is the perfect complement to our Pure Bookkeeping system.

I have tried two other workflow management programs over the past few years. Having already done a set up in two programs, I was so pleased to see how easy it was for me to migrate all of my client and contact information into Pure Workflow and to get started. The big game changers for me, however, are the built-in CRM and the customization and flexibility allowed by the ability to add "customized fields" for each client. Not only do I have all of the information I want at my fingertips for each client in one place, I can easily pull the information from those fields into my workflow templates. Those two features alone have already saved me an incredible amount of time and are worth the price of admission!

Connie Smith

Financly

It is a really good platform. And one of the things I absolutely love is that it's going to have email integration and I just love that because one of the things I find is we'll have an email come in from a client, for example, and it's copied to three or four people and then you don't know, ‘Did somebody reply to this and they forgot to cc me?’ So, it would be nice that everything is right there within Pure Workflow where you can see all the correspondence with that client.

Teresa Slack

Financly

I think it's going to change the world of bookkeeping. And I love that it's going to be continued to be developed by bookkeepers and accounting professionals specifically for us because we deserve that.