Pixie accounting workflow management software comes with many preset templates for firms in the UK & USA. All you need to do is make them your own!
Automatic task creation
As with other elements of the Pixie platform, you can use automation with our workflow management software. If you do, all of your recurring to-do's will be created automatically - just define when you want the workflows to recur and let Pixie do the rest.
Custom date triggers
Workflows can be set to start on client dates, fixed dates or a specific day of a week or month. You can customise them to work the way you want to work.
Increase productivity and consistency
Turn your workflows into detailed processes by adding instructions, checklists, images, links, and even embed training videos.
Save time with automated emails
Add email templates into your workflows to save time. Emails can be set to sent automatically, or manually to give you more control.
Manage job stages with internal deadlines
Internal deadlines can be added to workflows to create stages for tasks to be completed. These give you control over when you want work to be completed.
Ready to get started?
Book a demo of our accountancy client management platform today, and learn how you can get set up in minutes.
