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Description
Discover a comprehensive and adaptable practice management tool designed to streamline your operations and accelerate productivity. By breaking workflows into manageable steps, you can significantly boost your team's efficiency. Clearly define responsibilities for each task, monitor different job phases, and keep an eye on progress via detailed reports. Initiate projects automatically based on crucial client dates, and utilize internal deadlines to guarantee that all tasks are completed well ahead of compliance requirements. Improve your standard operating procedures by incorporating training videos, useful links, checklists, and email templates directly into the system. Regardless of whether your team operates in an office or remotely, you can effortlessly train new employees and delegate tasks with greater effectiveness. Additionally, you can invite an unlimited number of team members at no additional cost, allowing everyone to collaborate on the same platform seamlessly. Leverage Pixie's automation features to establish recurring tasks, automatically assign responsibilities to team members, request client statements, or send reminders for important dates. This holistic approach not only enhances productivity but also fosters a more organized and efficient workflow for your entire practice.
Description
Experience the efficiency of SuperMate, a cutting-edge SMSF accounting software that streamlines daily operations through automation. With affordable monthly subscriptions, you can harness the power of its innovative features to enhance your practices. Uncover the numerous advantages that SuperMate offers to accountants, financial advisers, and administrators alike. This cloud-based platform employs smart technology to substantially minimize the time dedicated to compliance, reporting, and investment management, allowing you to expand your client base effortlessly. By eliminating tedious manual data entry and lowering labor costs, SuperMate connects to over 200 data sources while providing automation and intelligent features. Gain valuable insights tailored to your clients’ requirements with trigger-based notifications, ensuring you deliver exceptional service precisely when it’s needed. Developed alongside a team of SMSF professionals, SuperMate is designed for ease of use, effectively reducing the risk of duplicating data entry tasks and enhancing overall productivity. With SuperMate, managing SMSFs becomes not only simpler but also more scalable, ultimately enhancing your business growth potential.
API Access
Has API
API Access
Has API
Integrations
OpenCost
Pricing Details
$69 per month
Free Trial
Free Version
Pricing Details
$5 per fund per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Pixie
Founded
2019
Country
United Kingdom
Website
www.usepixie.com
Vendor Details
Company Name
SuperConcepts
Founded
1985
Country
Australia
Website
www.superconcepts.com.au/SMSF-software
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking