Feature

Client Tasks

Assign tasks and checklists to your clients to send you missing information.

Start 30-day free trial
Feature

Client Tasks

Assign tasks and checklists to your clients to send you missing information.

Start 30-day free trial

No more chasing for missing information

Assign tasks and checklists directly to your clients, and set up automatic reminders to nag them until complete.

Create tasks and checklists for your clients

Need to request a lot of info at once? Whether it's onboarding new clients or sending them your tax return checklist, you can use client tasks for many different things.

Set up automatic reminders

Easily set up automatic reminder emails to politely nag your clients to complete the task. All you need to do is choose the frequency and hit send!

Answer their questions with real-time chat

We're all about reducing email overwhelm. That's why there's a real-time chat box available on the client task for them to ask questions. When they do, you'll receive a notification in Pixie.

No more chasing for missing information

Assign tasks and checklists directly to your clients, and set up automatic reminders to nag them until complete.

Create tasks and checklists for your clients

Need to request a lot of info at once? Whether it's onboarding new clients or sending them your tax return checklist, you can use client tasks for many different things.

Set up automatic reminders

Easily set up automatic reminder emails to politely nag your clients to complete the task. All you need to do is choose the frequency and hit send!

Answer their questions with real-time chat

We're all about reducing email overwhelm. That's why there's a real-time chat box available on the client task for them to ask questions. When they do, you'll receive a notification in Pixie.

Ready to get started?

Start 30-Day Free Trial