FEATURE

Task Management Software for Accountants

See how Pixie's software can help you hit your deadlines, manage your to-do's and stay in control.

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Stay in control of your tasks & deadlines

Our task management software gives accounting firms everything they need to add, delegate, manage and complete tasks in one place.

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To-do lists are overwhelming. Yours won't be.

  • Stay organised with a to-do list that's automatically created and prioritised for you, giving you a clear view of your most important and urgent tasks.

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Create adhoc tasks, fast.

  • Add tasks to your to-do list in seconds. Assign them to clients, or leave them open if they're for anything else like internal admin, marketing or personal.

     
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Everything you need to complete tasks, in one place.

  • Use Pixie to create a single dashboard with all of the emails, files and information you need to complete tasks - this means no more jumping between screens and apps!

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Systemise and document your processes

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

     
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Save tasks as templates for future use

  • Turn repeating tasks into templates with just a click. These templates can then be used on an ad-hoc basis, or set to recur automatically as workflows.

Start Your Free Trial Today

Ready to revolutionize the way you manage your practice? Experience the power of Pixie with our 30-day free trial – no credit card required! What will you gain?

Full access to all Pixie features

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Personalized onboarding and support

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No commitment, cancel anytime