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Average Ratings 1 Rating
Description
Develop free checklists and established team processes to effectively scale your business. Ensure tasks are completed correctly and on schedule every single time. By creating a recurring checklist or process, you can share it with your team members and monitor the work they submit. You have the option to craft a new process template or replicate an existing one. Incorporate detailed step-by-step tasks and descriptions to guarantee that everything is executed properly, consistently. Since team members prefer not to log in to multiple software platforms, simply share a private link to any process, allowing them to submit it repeatedly. Whenever a team member finishes a business process, you'll receive a notification, ensuring that ongoing tasks are completed accurately. With access to thousands of free checklists and business processes, you can easily copy, modify, and utilize them at no cost. To unlock all features, just create a free account, and take advantage of Checkli's extensive template library to create, share, and track your processes effectively. This approach not only streamlines operations but also enhances team collaboration.
Description
Discover a comprehensive and adaptable practice management tool designed to streamline your operations and accelerate productivity. By breaking workflows into manageable steps, you can significantly boost your team's efficiency. Clearly define responsibilities for each task, monitor different job phases, and keep an eye on progress via detailed reports. Initiate projects automatically based on crucial client dates, and utilize internal deadlines to guarantee that all tasks are completed well ahead of compliance requirements. Improve your standard operating procedures by incorporating training videos, useful links, checklists, and email templates directly into the system. Regardless of whether your team operates in an office or remotely, you can effortlessly train new employees and delegate tasks with greater effectiveness. Additionally, you can invite an unlimited number of team members at no additional cost, allowing everyone to collaborate on the same platform seamlessly. Leverage Pixie's automation features to establish recurring tasks, automatically assign responsibilities to team members, request client statements, or send reminders for important dates. This holistic approach not only enhances productivity but also fosters a more organized and efficient workflow for your entire practice.
API Access
Has API
No
API Access
Has API
No
Integrations
OpenCost
No
Pricing Details
$45 per year
Free Trial
No
Free Version
Yes
Pricing Details
$69 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Checkli
Founded
2014
Country
United States
Website
www.checkli.com
Vendor Details
Company Name
Pixie
Founded
2019
Country
United Kingdom
Website
www.usepixie.com
Product Features
Business Process Management
Access Controls / Permissions
No
Alerts / Notifications
No
Business Process Automation
No
Business Rules Management
No
Collaboration
No
Process Change Tracking
No
Process Mapping
No
Process Modeling & Design
No
Visual Workflow Management
No
Product Features
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
For CPA Firms
No
Project Management
No
Staff Management
No
Time Tracking
No