Related Products
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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.
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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.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Enterprises requiring a solution to make free checklists and recurring team processes
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Audience
Accounting practices
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$45 per year
Free Version
Supported
Free Trial
Not Supported
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Pricing
$69 per month
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationCheckli
Founded: 2014
United States
www.checkli.com
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Company InformationPixie
Founded: 2019
United Kingdom
www.usepixie.com
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Categories |
Categories |
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Integrations
OpenCost
Not Supported
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