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Pixie Workflow Template 

NZ TAX COMPLIANCE PACK

 

Download Free template

 

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.

Brad Golchin

Pixie Onboarding Package

Here’s what’s included

$500 +GST

One-off Fee

  • 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

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