"Practice management can be a complex area and one of the key advantages of Pixie is just how easy it is to use. Also implementation was quick and now we have a product that provides us with everything we need to manage the practice all in one place. The Pixie team are excellent and really supportive."
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Caroline Harridence
C-Squared Finance
UK
"Having tried most of the main players in the market, we’d been using a few non-industry specific apps until we found Pixie. We love the simplicity, the core features, the ease of use & ease of implementation. It’s the best tool we’ve seen in years in practice management."
Kieran Phelan
Cloud 360 Accounting Limited
UK
"Pixie has been a lifesaver for our small but growing firm. We kept getting stuck experimenting with clunky practice management software...Pixie provided everything we need to gather client data, streamline workflows, & track communications and deadlines."
Jessica Farmer
Foray Business
USA
Pixie prioritises and organises your emails so that messages from clients are always at the top. Never misplace a client email again.
Keeping track of emails can be hard work. In Pixie, you can turn emails into tasks with one click. Easily see what needs doing on your task-list, or delegate it to a team member to help.
Recurring schedules automatically create and assign tasks on a regular basis to help your firm stay ahead of deadlines. All of the emails, files and notes needed to get the job done are in one place.
Remind clients to upload documents ahead of key dates, or check-in afterwards to see how satisfied they are with you. Automated emails that look & feel like they were sent directly from your inbox to theirs.
Stay organised with a to-do list that's automatically prioritised for you, giving you a clear view of what's important and urgent.
Easily see what your team is working on and what's been done already. Use our work report for daily stand-ups or to celebrate weekly successes, see what emails have been sent from team members to clients. You have full visibility.
Having tried out most of the main players in the cloud PM market, we had been using a few non-industry specific apps to manage our client data and workflow… until we found Pixie. We love the simplicity, the core features, the ease of use and ease of implementation... most of all it’s easy to view without being overwhelmed!
With lots of ongoing features that hit the mark without having too much time spent learning and launching, Pixie is the best tool we’ve seen in year in practice management for accounting firms.
Kieran Phelan, Founder & Principal at Cloud 360 Accounting Limited
