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7 Reasons to Excel at Client Service

Increase profits by improving client service at your accounting firm and automating it with accounting practice management software

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Guide: Stop Using Spreadsheets for Workflow Management

If you want to prioritise efficiency and consistency across your workflows, you need to say goodbye to using spreadsheets for workflow management.

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In-Person Training Vs Self-Paced Learning: What’s the Best Way to Train Your Client Team?

What’s better for training your client team: in-person training or self-paced learning? Let’s explore the pros and cons of each method.

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How we onboard our team at Pixie

Your team members are the foundation of your firm’s success, so it pays to have an amazing onboarding process. Take a peek inside Pixie’s own...

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Stop Using These 5 Outdated Accountancy Processes Today

Say goodbye to inefficiency and hello to streamlined workflows by ditching these 5 outdated processes.

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5 Steps to Ace Accounting Firm Client Management

Accounting firm client management can be tough. Make excellent customer service your MO when dealing with the clients you want to keep around.

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How to Onboard a Remote Team

Remote team onboarding can be challenging. Reduced opportunities for in-person collaboration training can slow down the process — if it isn’t...

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5 Benefits of Optimising the Onboarding Process for New Starters

Onboarding new starters effectively just is as important as the process of onboarding clients yet is often overlooked.

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Should You Automate Client Communication?

Automating communication supports efficiency and consistency, but can it feel cold? We debate the case for and against automating client...

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How to Optimize Your Accounting Onboarding Process

For accountants, client onboarding is perhaps the most important stage in building successful relationships. Learn how to optimize your onboarding...

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Why Should You Standardise Your Firm's Workflows and 5 Steps to Take Action

Discover 5 intelligent approaches to standardising your firm’s processes and delivering consistent work every time.

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8 Features a Workflow Management System Must Have

What really makes a workflow management system good? We delve into the must-have criteria.