DOWNLOAD YOUR FREE PIXIE WORKFLOW TEMPLATE FOR NZ TAX COMPLIANCE
This is a great starter pack to make it simple to get started in Pixie.
You will streamline your workflow and have consistent emails and questionnaires created for your standard accounting & bookkeeping clients. You can duplicate and customize easily for each niche or client.
The package includes template emails and workflows to keep tasks and actions efficient for:
- GST Return;
- Tax Return (For individuals/ Business/ Trusts).
Looking for more customized templates for pixie?
We’ve partnered with Pixie to help bring a package of workflow templates, onboarding training, integration advice, and customer support to firms in New Zealand and Australia.
Pixie Onboarding Package
Here’s what’s included
Review and audit of the existing workflow
Data Import and customization (custom fields, business structures etc )
Setup 5 basic templates
Help with connecting the emails and 2 other integrations
2 hours online team training