Pixie has all the features you need to manage your accounting or bookkeeping firm without the long setups and steep learning curves.
In just a few clicks, you'll gain complete control with our easy to use CRM, email automation, customisable workflows, two-way email synchronisation and much more! Pixie saves you time from the start so you can focus on delivering a great service to your clients.
Email sync automatically logs all client communication to the correct task, so you’ll never let an important message slip through again.
Pixie manages the scheduling of work so you don't have to. Easily see what's in progress, what's overdue, and what’s in the diary for the day ahead.
Get instant answers to queries and questions. Email history, internal notes, files and jobs all in one single place.
Save time and hassle with automated email reminders. Easily personalise them to strengthen client relationships.
Give your urgent priorities the attention they need. Make better use of your time by snoozing or delegating tasks that can wait.
Use ready-made workflows or edit them to meet your needs. Your team will always know what needs to be done, and when to do it.
No more worrying about missing client deadlines. Simply filter jobs to list your deadlines for the weeks ahead.
Stop chasing your team for answers. Find out what your team has been working on, what’s overdue, and what’s coming up.
Pixie automatically links your files to the correct client and job number to find the file you need within seconds.
Pixie uses Zapier to seamlessly connect with all of your favourite apps including Xero, Quickbooks, Practice Ignition & many others, allowing you to become a truly digital firm.
Files are kept secure, the right way, keeping you compliant with GDPR. Clients receive email notifications to view URLs and emails contain secure text messages plus unique codes to access documents.
Pixie is a cloud-based Practice Management tool made for small accountancy and bookkeeping firms. Now you can track every client, task, and status to improve client relationships, take control and save time.
From “none” to “as much as you’d like.'' Pixie was designed to get you started quickly. Once you connect Pixie to your inbox, you can create clients and jobs based on those emails. As you get more comfortable with the platform, you can explore our automations, customise templates, etc.
Small firms often get swamped by practice management software providers. But Pixie was created exclusively for small accountancy and bookkeeping firms, delivering all that’s needed without any unnecessary fluff. Backed by a team fully committed to delivering a premium experience, Pixie offers a lean package to help you strike the perfect work-life balance.
Definitely not! By default Pixie focuses on the tasks that require your attention today. All else is hidden away from view. You can always expand the time horizon and see what’s in your pipeline.
As you have noticed by now, we like to keep things simple. Pixie has a flat-fee for everyone, no matter how many clients or staff you have. There are no additional fees or hidden costs.
It’s our goal to ensure Pixie helps you succeed. Our assistance ranges from extensive documentation that you can follow at your own pace, to chat or email support. If you feel you need something, write to us via firstname.lastname@example.org.