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About
DeskManuals is process documentation software that captures, organizes, and preserves institutional knowledge. The platform helps teams document tasks and their execution methods, creating a lasting knowledge library. It addresses challenges like inconsistent task execution, knowledge loss during transitions, and scattered process information. Users can create step-by-step instructions with notes, files, and historical records while grouping tasks into positions for seamless knowledge transfer. Business workflows standardize tasks, and features like due date management, checklists, and reporting tools support execution. Error tracking logs issues, links them to tasks, and builds preventative knowledge bases. Delegation tools ensure work continuity during employee absences. Change history tracking provides insights into process evolution over time.
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About
Make your client onboarding process repeatable & predictable. No more scrambling. A calm, efficient, workflow for setting up new clients for success—every time. Use our ready-made process templates or customize your own. Build-in conditional logic, input forms and automations. Continuously improve your process and propagate changes to all your active onboardings. Your client onboarding is orderly, efficient, and you've got clear visibility at all times. Now you're free to push on growth, without worrying about things falling through the cracks. Checklists, intake forms, and dynamic dates. An organized Kanban view that stays up-to-date automatically. Flexibility to change things up on the fly. All key information, there at a glance. Delegate onboarding tasks. ProcessKit has your team's back. Empower your team to run client onboarding tasks seamlessly, without your direction. With ProcessKit, they'll knock it outta the park. Every time.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Accounting firms, accounting organizations
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Audience
Agencies that need help to onboard clients
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
$25/user/month
Free Version
Free Trial
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Pricing
$49 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationDeskManuals
Founded: 2026
United States
deskmanuals.com
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Company InformationProcessKit
Founded: 2018
United States
processkit.com
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