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
$500 +GST
One-off Fee
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Review and audit of the existing workflow
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Data Import and customization (custom fields, business structures etc )
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Setup 5 basic templates
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Help with connecting the emails and 2 other integrations
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2 hours online team training