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Recurring Task Management Software for Accountants

Set tasks to create automatically and recur on a weekly, monthly, quarterly or annual basis.

Recurring Task Management Software for Accountants | Pixie

Create tasks once, and set them to keep recurring

Our task management software for accountants lets you build quick and easy task templates and set them to recur on a weekly, monthly, quarterly or annual basis.

Save tasks as templates for future use

Turn repeating tasks into templates with just a click. These templates can then be used adhoc, or set to recur automatically as workflows.

Save tasks as templates for future use | Pixie
Automatic task creation | Pixie

Automatic task creation

All of your recurring to-do's will be created automatically. Define when you want the workflows to recur and let Pixie do the rest.

Task management software for accountants increases productivity and consistency

Turn your workflows into detailed processes by adding instructions, checklists, images, links, and even embed training videos.

Task management software for accountants | Pixie

Ready to get started?

Book a demo of our accountancy client management platform today, and learn how you can get set up in minutes.