Practice management software

How small accounting & bookkeeping firms get organised

Everything you need to manage your clients, deadlines, workflow, email and team in one easy-to-use app.

 

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"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."

Caroline Harridence
Counting Clouds Cambridgeshire

UK

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"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

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"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

 

 

One app to manage your small firm

Save time, reduce frustration and get organised with Pixie. It has everything you need to manage your small accounting or bookkeeping firm in one app. Get started in minutes.

Client management & CRM

One place to manage all your client relationships

  • Client records auto-updated with emails and files
  • Unlimited custom fields to store key client data
  • Assign checklists to your clients with auto-reminders
  • Secure document portal seamlessly built-in
Group 228-min

Email management

Reduce email overwhelm and spend less time in your inbox

  • Emails from clients auto-prioritised and at the top
  • Full visibility over your entire team's emails
  • Delegate emails in just a click
  • Turn emails into tasks so they don't fall through the cracks
Group 220 (1)-min

Workflow management

Increase productivity and consistency with workflows

  • Set workflows to start & recur on fixed or client dates
  • Add checklists, rich text, training videos and links
  • Build automated email templates to remind clients
  • Use Pixie's library of out-of-the-box templates or build you own in minutes
Group 290-min

Task & deadline management

Hit your deadlines and stay in control

  • Tasks are generated automatically from workflows
  • Your to-do list is automatically prioritised
  • Create adhoc tasks in seconds & save as templates
  • Emails, files and other info on the task where you need it
to-do

Team management & reporting

Keep track of your team's to-do's

  • See what's on individual team members' to-do lists
  • Delegate & reassign tasks in a click
  • Full work report with custom filters for capacity planning
  • Internal notifications when delegated tasks completed
Group 219-min

"Pixie is the best tool we’ve seen in years in practice management for small firms."

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 years in practice management for small firms. 

 

Kieran Phelan
Founder & Principal at Cloud 360 Accounting Limited
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Group 190-1

Start your 30-day free trial.

Get your first tasks and templates set up in minutes. No credit card required.

Straightforward pricing for small firms

One flat price for your firm. Unlimited users. Unlimited clients.

 

 

£49 / $59 / €59

Per month, excl. VAT

  • Smart 2-way email integration with GSuite, Gmail, Office365 and Outlook.com
  • Email and task prioritisation
  • Workflow automation and job scheduling
  • Automated email reminders
  • Deadline tracking
  • Team management reports
  • Companies House integration
  • Thousands of integrations with Zapier
  • GDPR-compliant file exchange and storage
  • Customisable fields and task templates
  • Unlimited clients
  • Unlimited task templates
  • Unlimited team members

 

Try Pixie today for 30-days. No credit card required.

Try Pixie for free

Do you still have some unanswered questions?

Do you offer discounts?

Yes, when you pay for a year upfront, you get 2 months free (~15% discount). Also if you are a sole practitioner with no other staff, we’d love to help you get your business off the ground! Please write us a quick email about your business and we'll give you a 60% discount for your first year.

Will I be charged when the trial ends?

No. We don’t ask for your card details up-front. You decide when you are ready to start your Pixie subscription. If you want to continue using Pixie after the trial, we will ask you for payment details. If not, leave it and the trial will cancel automatically, deleting all your trial data.

Can I cancel at any time?

Absolutely! There are no minimum contracts with Pixie, you can cancel at any time without penalty. And if you pre-paid for a year, we’ll refund the unused months as per our Fair Refund policy.

Will I pay extra for more people?

No. Unlike most other practice management software, we don’t charge you based on how many people are in your team.

Can I have as many clients as I like?

Yes! We are here to support you and your business. If it’s taking off, rest assured we will not charge extra for it. In fact, we’re delighted to see your business grow with Pixie!

What kind of support is offered?

It’s our goal to ensure Pixie helps you succeed. We can give you a full product walkthrough, videos/documentation to follow, as well as live chat support in the app. All new customers get a 30-day onboarding plan to help get you up and running asap!