PRACTICE MANAGEMENT SOFTWARE FOR ACCOUNTING FIRMS
Get your firm running like clockwork
Everything you need to manage your practice and get things done faster in one simple, flexible practice management tool.
Loved by 1000s of accountants and bookkeepers worldwide!
Don’t take our word for it, see what other firms say about Pixie.
"It's the best tool we've seen in years for accounting firms. We love the simplicity, the core features, the ease of use and ease of implementation."
Founder & Principal, Cloud 360 Accounting
Kieran Phelan
"Pixie has been a lifesaver for our small but growing firm. It provides everything we need to streamline workflows and track deadlines. I really appreciate how responsive the team are when things arise."
Co-founder & COO, Foray Business Group
Jessica Farmer
Save time, reduce frustration and get organised with Pixie
Streamline your workflows
- 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.
Increase consistency
- 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.
- You can add as many team members as you need at no extra cost, ensuring everyone works on the same platform.
Spend less time on admin
- Use Pixie's automations to create recurring jobs, auto-assign work to the team, request statements from clients or send them key date reminders.
- Flexible reporting gives you complete visibility of the work at all stages.
Centralise client data
- Make data easier to find by adding custom fields to your client records that help you collect all the essential details about them, alongside a timeline of all email and document correspondence.
- Pixie's hassle-free, GDPR-compliant client portal lets you securely send and receive documents, give tasks to clients and collect e-signatures.
Created for busy teams
- Hit the ground running with pre-built and community templates that collate the best practices from thousands of firms around the world.
- Your dedicated account manager will help you migrate your client records, optimise your workflows with automations and help your team start using Pixie.
Start Your Free Trial Today
Ready to revolutionize the way you manage your practice? Experience the power of Pixie with our 30-day free trial – no credit card required! What will you gain?
Full access to all Pixie features
Personalized onboarding and support
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