How to Manage Deadlines and Documents with Ease

Do you struggle to manage your deadlines? Does your day-to-day consist of searching for documents or requesting files? Would you like a central place to manage your workflow and tasks?

Pixie and SmartVault are here to show you a better, easier, more streamlined way. Take away the anxiety of managing multiple deadlines for multiple clients and staff, and streamline your document collaboration process at the same time. Sounds like a dream, right?

Join this webinar to find out:

• A new way to request documents from clients and collaborate more easily with team members
• How to manage your deadlines and tasks in one central practice management system, streamlining your firm’s processes at the same time
• How to automate your task workflows to save yourself time and deliver a better service to your clients
• How other accountancy firms use Pixie and SmartVault to manage their workflow more efficiently