Calmwaters' bookkeeping communications and workflow

This is a great starter pack to make it simple to get started in Pixie. You will streamline your workflow and have consistent emails and questionnaires created for your standard bookkeeping clients. You can duplicate and customize easily for each niche or client. The package includes template emails and workflows to keep tasks and actions efficient.

Workflows include Cash Coding Bookkeeping, Full Cycle Bookkeeping with AR/AP, Period End File Review. Right?! That's a load of great done-for-workflows!