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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.

Description

Engage in private conversations, delegate responsibilities, adhere to deadlines, exchange files, and ensure that everyone stays informed. If you need to have a confidential discussion with a colleague, team, or an entire department, Tameday’s real-time chat feature is perfect for posing quick questions, addressing sensitive topics, or making urgent announcements to the appropriate individuals. Say goodbye to the hassle of CC and BCC, the frustration of forgetting to reply to all, and the tedious search for files buried in endless email threads—Tameday simplifies communication. Organize all your meetings, appointments, milestones, holidays, and deadlines to make sure you never overlook an essential date again. With the ability to schedule in advance and set reminders for recurring tasks and events, you can maintain a structured workflow. You can choose to keep information private or share it with specific departments or your entire organization, seamlessly syncing everything with your Outlook, Google, or Apple calendar. Additionally, you can create detailed to-do lists outlining the tasks necessary for you and your team, assign responsibilities, and establish due dates complete with reminders. With Tameday, everyone will be aware of their tasks and the timelines for completion, ensuring a productive and well-coordinated team effort. This level of organization fosters collaboration and enhances overall productivity across your organization.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

OpenCost

Integrations

OpenCost

Pricing Details

$69 per month
Free Trial
Free Version

Pricing Details

$19 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Pixie

Founded

2019

Country

United Kingdom

Website

www.usepixie.com

Vendor Details

Company Name

Tameday

Founded

2004

Country

United Kingdom

Website

www.tameday.com

Product Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Product Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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