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How to Manage Deadlines and Documents with Ease

Take away the anxiety of managing multiple deadlines for multiple clients and staff, and streamline your document collaboration process at the same time.
Published: March 16, 2023

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