Search Results
How to save time and streamline your onboarding workflow with Pixie and Practice Ignition
How to create a streamlined onboarding process that saves time and WOWs your new clients
How to set up the Practice Ignition integration with Pixie (via Zapier)
Semi-automating client tasks in Pixie workflow templates
Pixie - Systems & Workflow Bootcamp - Onboarding systems with Pixie & Xama
Systems & Workflow Bootcamp: How to onboard your new clients in less time (and with less stress)
How Cloud 360 Accounting built a streamlined onboarding process around their core values
Workflow Masterclass - How to streamline & automate your accounting workflow processes
Discover how to onboard your new clients in less time and with less stress (for USA Bookkeepers)
Systems & Workflow Bootcamp: First impressions: How to nail the first step of your client's journey
How to manage your cleanup projects and recurring deadlines so that nothing falls through the cracks
Stop the chaos: How to unify your bookkeeping team & workflow