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About

Make free checklists and recurring team processes. Scale your business with checklists and processes. Get work done the right way, on time, every time. Make a recurring checklist or process, share with team members, and then track submitted work. Create or copy a process template. Add step-by-step tasks and task descriptions to make sure work gets done the right way, every time. Team members don't want to login to more software. Jus share a private link to any process so they can submit it over and over. When a team member completes a business process you'll get notified so you make sure recurring work gets done right. Copy, edit and use thousands of free checklists and business processes for free. Create a free account to access all features. Create or copy a process, share with team members, track your processes. Checkli offers a free template library.

About

Everything you need to manage your practice and get things done faster in one simple, flexible practice management tool. Breaking down workflows into smaller steps helps you increase the productivity of your team. Identify who is responsible for each step, track job stages and monitor progress with reports. Start jobs automatically based on key client dates and use internal target dates to ensure work gets completed before compliance deadlines. Enhance your standard operating procedures with embedded training videos, links, checklists and email templates. Whether office-based or remote, easily train people on the job and delegate work more effectively. And you can add as many team members as you need at no extra cost, ensuring everyone works on the same platform. Use Pixie's automations to create recurring jobs, auto-assign work to the team, request statements from clients or send them key date reminders.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Enterprises requiring a solution to make free checklists and recurring team processes

Audience

Accounting practices

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$45 per year
Free Version
Free Trial

Pricing

$69 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Checkli
Founded: 2014
United States
www.checkli.com

Company Information

Pixie
Founded: 2019
United Kingdom
www.usepixie.com

Alternatives

Alternatives

Jetpack Workflow

Jetpack Workflow

Jetpack Workflow
Finexo PMS

Finexo PMS

Finexo Software Private Limited
Tickler

Tickler

Lovestock & Leaf
Remindoo

Remindoo

Accotax LTD
Clever Checklist

Clever Checklist

Clever Group

Categories

Categories

Integrations

OpenCost

Integrations

OpenCost
Claim Checkli and update features and information
Claim Checkli and update features and information
Claim Pixie and update features and information
Claim Pixie and update features and information