Pixie

Step 1: Create a recurring job template for monthly client reporting.

Step 2: Configure the template to automatically pull data from integrated accounting software.

Step 3: Set up automated email reminders for clients to submit necessary documents.

Step 4: Schedule the reports to be generated and sent automatically on a specific date each month.

Step 1: Create an onboarding workflow template with a checklist of required information and documents.

Step 2: Assign tasks to team members for each step of the onboarding process.

Step 3: Use the client portal to securely request and receive documents from clients.

Step 4: Set up automated reminders for clients to complete outstanding tasks.

Step 1: Create tax return workflow templates with key milestones and deadlines.

Step 2: Assign tax return tasks to team members and track their progress.

Step 3: Use automated reminders to keep clients informed of upcoming deadlines.

Step 4: Generate reports to monitor the status of all tax returns and identify potential delays.

Step 1: Use the time tracking feature to record time spent on each client project.

Step 2: Set hourly rates for different types of work.

Step 3: Generate invoices based on tracked time and expenses.

Step 4: Send invoices to clients through the client portal and track payment status.

Step 1: Use task assignments to clearly define responsibilities.

Step 2: Utilize the built-in messaging feature to communicate with team members about specific tasks.

Step 3: Share documents and files securely within the platform.

Step 4: Use reporting features to track team performance and identify areas for improvement.