Welcoming Artur to team Pixie!
Welcoming Artur to team Pixie!
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
🎉 We launched Inside Practice! It's a "day in the life" video series about forward-thinking firms Watch the first episode
Best Practices
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.
Celso
Nov 14, 2022
Best Practices
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.
Celso
Nov 10, 2022
Best Practices
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...
Celso
Nov 9, 2022
Best Practices
Stop Using These 5 Outdated Accountancy Processes Today
Say goodbye to inefficiency and hello to streamlined workflows by ditching these 5 outdated processes.
Celso
Nov 8, 2022
Best Practices
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.
Jack Overton
Nov 4, 2022
Best Practices
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...
Jack Overton
Nov 2, 2022
Best Practices
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.
Jack Overton
Oct 17, 2022
Best Practices
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...
Celso
Oct 11, 2022
Best Practices
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...
Jack Overton
Oct 10, 2022
Best Practices
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.
Celso
Oct 7, 2022
Best Practices
8 Features a Workflow Management System Must Have
What really makes a workflow management system good? We delve into the must-have criteria.
Celso
Oct 4, 2022
Best Practices
How to Stop Overservicing Low-Fee Clients
We've outlined how you can stop overservicing low-fee clients and have a healthier bottom line.
Celso
Sep 26, 2022
Best Practices
Efficiency or Efficacy: What’s More Important in Accounting?
What should you prioritise: getting as much done as possible, or delivering high-quality work every time? Let’s debate the case for efficiency versus...
Celso
Sep 23, 2022
Best Practices
10 Habits That Lose Your Accounting Firm Time and Money
Heavy income loss can be catastrophic for your firm. Here are ten habits that could be losing you money.
Celso
Sep 18, 2022
Best Practices
How to Define Value Segments in Your Client Base
Defining value segments in your client base lets you better serve your clients, and identify opportunities for business growth.
Celso
Sep 15, 2022
Best Practices
The 9 Best Productivity-Boosting Tools for Accountants
A high level of productivity is important to any accounting firm. Here are nine amazing tools to help your team members work more efficiently.
Jack Overton
Sep 12, 2022
Best Practices
Data Compliance & GDPR for Accountants: What You Need to Know
Discover the importance of GDPR and data compliance, and the steps your firm can take to secure your data today.
Team Pixie
Sep 9, 2022
Best Practices
How to Improve Your Recovery Rate by Streamlining Workflows
A guide to improving the recovery rates in your firm and streamlining workflows to maximise profits.
Celso
Sep 6, 2022
Best Practices
Creating the Right Culture and Environment at Your Accounting Firm
A culture of transparency is key to creating a healthy and productive work environment. Here's how to create one in your accounting firm.
Celso
Sep 3, 2022
Features
New feature: shared client inbox
Check out our new feature - Shared Inbox. Make it easier for teams to manage client communications.
Celso
Aug 12, 2022
Best Practices
How to Identify and Attract Higher-Value Clients for Your Core Services
Every accounting firm wants to take on higher-value clients. The challenge is identifying and attracting them. This guide outlines how to do just...
Celso
Aug 12, 2022
Best Practices
6 Changes to Improve Accounting Firm Client Relationships
Maintaining client relationships is an essential requirement for business success. Here are 6 steps to help you improve your client-firm...
Celso
Aug 10, 2022
Best Practices
10 Amazing Tools for Training New Team Members
Setting your new team members up for success is crucial to the long-term growth of your firm. Here are ten training tools to try today.
Celso
Aug 4, 2022
Best Practices
5 Strategies for Helping Accounting Teams Stick to Best Practices
A guide to helping your team stick to best practices and procedures.
Celso
Aug 1, 2022
Best Practices
10 Tools to Improve the Consistency of Your Accounting Firm’s Processes
All the tools you need to improve the consistency of your firm's processes.
Celso
Jul 29, 2022
Best Practices
The Key to Optimising Consistency of Work: Standard Operating Procedures
A guide to implementing standard operating procedures for accounting firms.
Celso
Jul 9, 2022
Best Practices
5 top tips to improve your LinkedIn experience from The 15-Minute Guy, Ashley Leeds
I’m going to tell you 5 tips to improve your LinkedIn experience and make it easier and more fun for you - to get more out of LinkedIn. My name is...
Celso
Apr 21, 2022
learnfromyourpeers
How Claire Bartlett combats stress by implementing boundaries at Arden Bookkeeping
Stress can be a very common theme in the bookkeeping and accounting world, particularly during deadline seasons. When we’re experiencing stress...
Celso
Apr 20, 2022
Best Practices
5 steps towards meetings your clients truly value
It can be easy to fixate on the technical aspects of accounting. But that’s only fifty percent of the job. Working on improving client relationships...
Celso
Apr 13, 2022
Best Practices
Bookkeeper's Year End Bootcamp - The 5 most important systems in a bookkeeping business
As part of our Bookkeeper’s Year End Bootcamp webinar series, Peter Cook, Co-Founder of Pure Bookkeeping, offered us his expertise on implementing...
Celso
Apr 11, 2022
Best Practices
No more talking about debits and credits: How to communicate more effectively with clients
While the accounting principles have stayed the same for hundreds of years, the practice of accounting isn’t what it once was. One consistent area of...
Celso
Apr 6, 2022
learnfromyourpeers
The Accountants' Mastermind - How Robert Newman generates leads using direct mail
The Accountants' Mastermind - How to generate leads using direct mail
Celso
Mar 24, 2022
Case Studies
How trial and error helped Level Accounting realise the power of Pixie
We recently caught up with Dan Ryder from Level Accounting to learn about his experiences with choosing an accountancy practice management software,...
Celso
Mar 17, 2022
Case Studies
How the power of custom fields revolutionised how I get my monthly bookkeeping work done
How custom fields revolutionised how I get my monthly bookkeeping work done
Celso
Mar 14, 2022
Features
Organise your client fields with Custom Field Groups
Organise your client fields with Custom Field Groups
Celso
Mar 9, 2022
learnfromyourpeers
How Lagom Finance supports women in business
How Lagom Finance supports women in business
Celso
Mar 7, 2022
Case Studies
How The Back Office Company saves hours every day with Pixie
How The Back Office Company saves hours every day with Pixie
Celso
Mar 4, 2022
Case Studies
How Pixie made onboarding staff so simple for Lagom Finance
How Pixie Made onboarding staff so simple
Celso
Mar 2, 2022
Case Studies
How WIS digitised a diverse financial offering to support a rapidly growing client base
How WIS digitised a diverse financial offering to support a rapidly growing client base
Celso
Mar 2, 2022
Case Studies
How E2E Accountancy made the choice to move to Pixie
We spoke to Martyn Hodgson, co-founder and virtual FD of E2E Accountancy to find out how his team made the choice to move to Pixie
Celso
Mar 2, 2022
learnfromyourpeers
How Vicki Boddice tripled her client base through building relationships
We spoke to Vicki Boddice, owner of Boddice Accounting, to find out how she tripled her client base in 6 weeks through building relationships.
Celso
Feb 28, 2022
Features
Streamline your workflows with Pixie's integrated document e-signing
Discover how Pixie's new integrated e-signing allows you to create connected, streamlined, and automated workflows for requesting and tracking...
Celso
Dec 13, 2021
News
We raised over £2M to build the operating system for small accounting & bookkeeping teams
Since founding Pixie, it's always been our mission to make the lives of accountants and bookkeepers easier. Simpler. You are the unsung heroes of the...
Celso
Nov 17, 2021
News
Save time during tax season with Pixie’s new BTCSoftware integration
Learn more about Pixie's new integration with BTCSoftware to help streamline tax season for accounting firms
Celso
Sep 2, 2021
learnfromyourpeers
How Innoventum spotted a gap in the market with the South African start-up niche
Discover how Wernardt Toerien serves the South African start-up niche by using technology to streamline his service offering.
Celso
Aug 11, 2021
learnfromyourpeers
How Cloud 360 Accounting won Xero's Small Firm of the Year award 2021
Awards are a great way to recognise the hard work you and your team put in. Discover how Kieran Phelan from Cloud 360 Accounting won Xero's Small...
Celso
Jul 21, 2021
learnfromyourpeers
How Comerford Foley prioritise team happiness and enjoyment by qualifying prospective clients
Life's too short to work with bad clients. Discover how Comerford Foley prioritise team happiness and enjoyment by qualifying prospective clients
Celso
Jul 21, 2021
learnfromyourpeers
How Munro & Partners introduced more proactive client communications by automating them
Nobody likes to be chased! Discover how Munro & Partners introduced more proactive communications with their clients
Celso
Jul 21, 2021
Case Studies
How Pixie helped Innoventum to standardise their client communications and cut the time to do things by up to 50%
Discover how Pixie is helping Innoventum to standardise their processes and save time as they scale up
Celso
Jul 21, 2021
Case Studies
How Pixie helped Munro & Partners to scale their accounting firm without hiring more team members
Discover how Pixie helped Munro & Partners to scale up their accounting firm without hiring more team members.
Celso
Jul 7, 2021
learnfromyourpeers
How Cloud 360 Accounting built a streamlined onboarding process around their core values
Discover how Kieran Phelan at Cloud 360 Accounting built a streamlined onboarding process around the values of his firm.
Celso
Jul 6, 2021
learnfromyourpeers
How Joshua Tharby grew JSM to be one of the leading accounting firms in the property niche
Does niching work? Learn how Joshua Tharby grew his from to nearly 200 clients in 2 and a half years by focusing on a niche.
Celso
Jul 6, 2021
learnfromyourpeers
How Karen Kennedy grew from 0 to 48 clients in 6 months (during a national lockdown)
Discover how Karen Kennedy grew her firm from 0 to 48 clients in 6 months during a national lockdown.
Celso
Jul 5, 2021
Case Studies
How Pixie gave Cloud 360 Accounting a simple and flexible way to standardise their workflows
Discover how Pixie gave Kieran Phelan from Cloud 360 Accounting a simple way to standardise workflows and scale up his team
Celso
Jul 5, 2021
Best Practices
How I changed my firm to command higher fees from clients with Erik Solbakken CPA
Discover how Erik Solbakken CPA changed his accounting firm model to be able to work less whilst charging his clients more.
Celso
Jun 30, 2021
Best Practices
How to successfully increase your fees (without losing clients) with Loren Fogelman
In this interview, Loren Fogelman shares a 5-step process for increasing your fees and having courage when pricing your clients.
Celso
Jun 30, 2021
Case Studies
How Pixie helped Comerford Foley get better visibility over their clients, communication, and work
Discover how Pixie helped Comerford Foley get better visibility over their clients, communication, and work.
Celso
Jun 25, 2021
Case Studies
How Pixie helped JSM Partners to grow and scale their fast-growth firm
Discover how niching has fuelled JSM Partner's rapid growth and how Pixie is helping them to grow and scale efficiently.
Celso
Jun 23, 2021
Case Studies
How Pixie helped Karen Kennedy to reduce the overwhelm of starting and growing a new firm
Learn how Pixie has helped Karen Kennedy to reduce overwhelm whilst growing her firm from 0 to 48 clients during lockdown
Celso
Jun 18, 2021
Features
What's new in Pixie? Direct Xama integration, task labels in templates, links in custom fields and more!
Discover what's new in Pixie with our latest releases, changes, and updates...
Celso
Jun 15, 2021
Case Studies
How Pixie helped Foray Business Group deliver month-end financial reports 2 weeks faster
Learn how Pixie has helped Foray Business Group to deliver their month-end financial reports a whole 2 weeks faster.
Celso
Jun 8, 2021
Best Practices
Specificity is key: how to provide actionable advice to clients
In this guest blog from Syft Analytics learn a 4-step process for delivering actionable advice to your clients
Celso
Jun 4, 2021
News
We've partnered with Markezing to bring Pixie to small firms in New Zealand & Australia
Learn more about our new partnership with Markezing and how they're helping small firms in New Zealand and Australia to implement Pixie
Celso
Jun 4, 2021
Case Studies
How Pixie is helping Amy McLaughry save 5-10 hours per week in email management
We recently caught up with Amy McLaughry to discuss productivity, focus, and how Amy uses Pixie to save 5-10 hours per week.
Celso
May 25, 2021
Best Practices
Stop the chaos: How to synchronize your team and workflow
During busy season is when your under the most pressure. Discover how to synchronize your team & workflow to take the pressure off future busy...
Celso
May 21, 2021
Best Practices
ClickUp not clicked? 5 limitations of ClickUp for bookkeepers
Have you tried using ClickUp but it just hasn't clicked? Here are 5 limitations of ClickUp for bookkeepers
Celso
May 21, 2021
Case Studies
How Pixie helped That’s Ideal to remove the brainache of managing dates & deadlines
Discover how Pixie is helping That's Ideal to remove the brainache of managing dates & deadlines...
Celso
May 12, 2021
Best Practices
Frustrated chasing your clients for missing info? 3 ways to get them to cooperate...
Frustrated chasing your clients for missing info? We asked 3 accountants & bookkeepers for their tried-and-tested methods for getting clients to...
Celso
May 10, 2021
Best Practices
Why should you use accounting workflow software? (and how to choose one)
Learn all about the benefits of accounting workflow software and how it can save you time, help you take control of your deadlines, and streamline...
Celso
Apr 22, 2021
Best Practices
Pricing accounting services: Pros and cons of 3 popular strategies
Pricing accounting services can feel like a minefield at times. Learn the pros and cons of these 3 main strategies and decide on the best pricing...
Celso
Apr 14, 2021
Best Practices
Marketing for accountants: An in-depth guide for winning new clients
Read our in-depth guide on marketing for accountants and learn how to generate new clients in your accounting firm
Celso
Apr 2, 2021
Best Practices
8 reasons why small accounting & bookkeeping firms love Pixie
We could wax lyrical about Pixie all day, but what do our customers say? Here are 8 reasons why small accounting & bookkeeping firms love Pixie
Celso
Mar 31, 2021
Best Practices
Systemize or capsize - 3 warning signs that your processes need some TLC
Do you have the feeling like your firm could capsize at any moment? Discover the 3 warning signs that you need to give your processes some TLC.
Celso
Mar 26, 2021
Best Practices
8 swipeable email templates for accounting & bookkeeping workflows
Get started fast! Use these 8 swipeable email templates in your accounting & bookkeeping workflows
Celso
Mar 26, 2021
Best Practices
Asana for bookkeepers and accountants: Is it the right fit for your firm?
Want to know whether asana for bookkeepers and accountants is the right tool to use? We've weighed in to share our thoughts...
Celso
Mar 25, 2021
Best Practices
7 of the best time and billing software for accountants: Critical reviews
Discover 7 of the best time and billing software for accountants to use when tracking time in their firms.
Celso
Mar 24, 2021
Best Practices
9 key growth drivers for accounting & bookkeeping firms
Learn about the 9 key profit drivers for accountants & bookkeepers and the systems you need to implement them into your firm
Celso
Mar 19, 2021
Best Practices
[Small firms guide] How to implement accounting practice management software
Thinking about implementing some new accounting practice management software in your small firm? Get started fast and avoid mistakes with our...
Celso
Mar 17, 2021
Best Practices
What is the best choice in payroll software for accountants? (USA edition)
Want to learn about some of the best payroll software for accountants in the USA? Check out our comparison guide here to learn about the best payroll...
Celso
Mar 15, 2021
Best Practices
SEO for accountants: A beginner’s guide to increasing site traffic
How many new clients has your website generated in the last 12 months? In our beginner's guide to seo for accountants, learn some proven tips for...
Celso
Mar 15, 2021
Features
Announcing the Pixie workflow template library
Discover our all-new workflow template library. A go-to resource for accounting & bookkeeping firms to find workflow templates to get started fast!
Celso
Feb 25, 2021
News
Accountex is très cool
Accountex 2018 went down last week at the Excel in London. Titled the largest UK conference for the accountancy sector, it attracted the attention of...
Celso
Feb 10, 2021
Best Practices
Niche is not an ugly word
A core component of marketing an accountancy firm is figuring out which clients to pursue. I think it's worthwhile investing the time to give this a...
Celso
Feb 10, 2021
Best Practices
5 Questions To Ask When Defining Your Accounting Firm’s Ideal Client
Do you know what your ideal client looks like? In the early days of running your accounting firm, you might not have the luxury of choosing an ideal...
Celso
Feb 10, 2021
Best Practices
A Beginners Guide To Zapier For Accountants
Zapier, ever heard of it? It’s been around for a few years, and recently it’s starting to become more and more popular amongst accountants &...
Celso
Feb 10, 2021
Features
4 Ways Pixie Can Help Remote Accounting Teams Save Time & Work Smarter
They say that behind every great man, is a great woman. Well, behind every great accounting firm, is a great practice management app. And with...
Celso
Feb 10, 2021
Best Practices
Practice Management Software For Accountants - 3 Things To Look Out For
Are you thinking about some new practice management software for your accounting or bookkeeping firm? Something to help you manage your clients, your...
Celso
Feb 10, 2021
Best Practices
Work-Life Balance & Mental Health Series - Ep 1: Caroline Harridence
Want to know what other accountants are doing to manage work-life balance and their mental health during COVID-19? With accounting firms working...
Celso
Feb 10, 2021
Best Practices
How To Maintain Work-Life Balance & Prioritise Mental Health During COVID-19
As part of our ongoing work-life balance and mental health series for accountants, we ran a webinar with 4 panellists, all of them business owners,...
Celso
Feb 10, 2021
Best Practices
How to run discovery calls that save time and eliminate price shoppers
When you go to an A&E department, what is one of the first things that happens? You get triaged. By asking a series of questions, they figure out the...
Celso
Feb 10, 2021
Best Practices
Teamwork makes the dream work: 3 ways accounting firms are building better teams
OK, sorry for the cliche title… No really, I am. But it highlights a very important point. Your team are one-off the most important assets to you and...
Celso
Feb 10, 2021
Features
Take control of long-term tasks with milestones
Job and task management is a core feature of any accountancy practice management software. Jobs in Pixie are an easy way to keep track of tasks and...
Celso
Feb 10, 2021
Best Practices
Social Media For Accountants - 3 Ways To Win New Clients
How many clients have you won from social media? Maybe it’s none, maybe it’s a handful. But would it surprise you to know that there are accountants...
Celso
Feb 10, 2021
Best Practices
Work-Life Balance & Mental Health Series - Ep 3: John Young
In the 3rd episode of our Work-life balance and mental health mini-series, we're joined by the Founder of Abacus Hive, John Young. In this interview,...
Celso
Feb 10, 2021
Features
Pixie vs Trello For Accountants & Bookkeepers
Pixie is built to help small accounting & bookkeeping firms to manage emails, tasks, files and client deadlines all in one place. See how it stacks...
Celso
Feb 10, 2021
Best Practices
5 Fresh Tips For Making Tax Season Less...Taxing!
The days are getting shorter... The nights are drawing in... And as the rest of the population prepare to wind down for a nice, relaxing Christmas,...
Celso
Feb 10, 2021
Best Practices
Choosing KPIs for your accountancy practice
One of the most critical actions we take as business owners is choosing the right KPIs for the stage of our business. For best results consider...
Celso
Feb 10, 2021
Best Practices
A beginner's guide to video for accountants
It’s hard not to see why video is so popular these days… It’s everywhere. From the way we consume content on social media, to how we communicate with...
Celso
Feb 10, 2021
Best Practices
Urgent vs. Important - Lessons in task management from the 34th president of the USA
Do you find yourself always firefighting? You get to the end of the day feeling drained, tired, and exhausted, and yet you’re not sure whether you...
Celso
Feb 10, 2021
Features
Direct Integration With Companies House Now Available In Pixie
We're really pleased to announce that our direct integration with Companies House is now LIVE inside Pixie.
Celso
Feb 10, 2021
Best Practices
How to measure client satisfaction & loyalty in accounting firms
We all know that happy clients stay for longer… And happy clients normally mean word-of-mouth referrals, which is the foundation from which many...
Celso
Feb 10, 2021
Best Practices
3 ways to tame your inbox and turn emails into tasks
Ever since the 1970's, email has been slowly taking over our lives... Even today, with all of the innovative and unique means of communication at our...
Celso
Feb 10, 2021
Best Practices
From Accountant to Advisor: 5 Steps to Add Value to Your Small Business Clients
Looking to up your accounting game? In this guest blog, our friends at Reducer offer 5 steps to take in order to start adding value to your clients...
Celso
Feb 10, 2021
Best Practices
3 Tips, 2 Apps & 1 Bit Of Advice For Managing A Remote Accounting Team
With the current situation we’re facing meaning that accounting firms around the world are moving to remote working for the first time ever, we...
Celso
Feb 10, 2021
Best Practices
Work-Life Balance & Mental Health Series - Ep 2: Jonathan Bareham
In the 2nd episode of our Work-life balance and mental health mini-series, we're joined by the Founder of Raedan, Jonathan Bareham. In this...
Celso
Feb 10, 2021
Best Practices
[Free Playbook] The A-Z of starting, running and growing an accounting firm
Back in September 2019, we had an idea... We wanted to create a piece of content that was so valuable that it wasn't just read once, but rather...
Celso
Feb 10, 2021
Best Practices
Not another 'make next year your best year ever' article, honest.
First things first… This is not another one of those “make next year your best year ever” articles. You know the kind where they talk about setting...
Celso
Feb 10, 2021
Best Practices
26 Lessons These Practice Owners Learnt When Growing Their Business
Learning from other people can be really powerful... Especially when it comes to learning from people that are in the same boat as you and are trying...
Celso
Feb 10, 2021
Best Practices
10 places to look for content ideas for your accounting firm
Spend any amount of time scrolling through social media, attending industry conferences, and reading blogs like this one, and you’ll likely see the...
Celso
Feb 10, 2021
Best Practices
3 Things These Accountancy Practice Owners Wish They’d Done Sooner!
Here’s a question for you... If you could go back in time, to when you first started your firm, what one piece of advice would you give to yourself?...
Celso
Feb 10, 2021
Best Practices
23 Books For Accountants To Help You Future-Proof Your Firm
I’m sure you’ve all heard the saying… “Leaders are readers” And there’s some truth to it. Books can be a great source of learning new & interesting...
Celso
Feb 10, 2021
Features
Set custom sending hours for your auto-emails inside Pixie
This might sound a little counter-intuitive... But automating client communication, and more specifically client emails, can be hugely beneficial to...
Celso
Feb 10, 2021
News
Pixie announces partnership with IAB to support small bookkeeping firms
As part of our ongoing mission to make practice management easy for small accounting & bookkeeping firms across the globe, we're delighted to...
Celso
Feb 10, 2021
Best Practices
5 time tracking software for accounting firms
There was once a time where completing a timesheet involved putting pen to paper... Or quill to parchment, it depends how far back you want to go....
Celso
Feb 10, 2021
Features
5 ways to reduce email overwhelm with Pixie
Email is one of the biggest productivity killers for business owners... And accountants are no different. Despite all the innovative and unique means...
Celso
Feb 10, 2021
Features
Track time in Pixie with Clockify free time tracking software
To track time, or not to track time... It feels like one of the oldest and most disputed discussions in the accounting profession. If you don't...
Celso
Feb 10, 2021
Features
Personalise your emails (even more) with custom placeholders in Pixie
Personalising your client communication is key... You need to ensure that your clients have all of the correct information that they need in order to...
Celso
Feb 10, 2021
Best Practices
How to attract and retain the best talent in your accounting firm
It’s a challenge faced by many accounting & bookkeeping firms…In fact, it’s a challenge faced by many businesses full stop. Attracting and retaining...
Celso
Feb 10, 2021
Features
Send emails to multiple clients or client types in Pixie
Communication is key. And in accounting firms, we often need to be able to communicate with multiple clients or multiple client types at once....
Celso
Feb 10, 2021
Best Practices
6 reasons to stop using spreadsheets to manage your clients and workflow
It's quite ironic... That in a time of huge technological advancement, artificial intelligence and cloud software... There will always be a use for a...
Celso
Feb 10, 2021
Features
Stay up to date with our new instant notifications
Chasing people for updates on things sucks... That's why in Pixie, our new instant notifications feature means you'll never have to chase people for...
Celso
Feb 10, 2021
Features
Use fixed date deadines in your Pixie workflows
As accountants, you're used to working to external deadlines. Lots of these depend on the client e.g. accounts filing deadline and corporation tax...
Celso
Feb 10, 2021
Best Practices
[Free guide] Building workflow templates for accountants & bookkeepers
So you need to build some workflow templates...where do you start? In this guide you'll discover a 5-step workflow creation checklist for mapping &...
Celso
Feb 10, 2021
Features
Task management just got easier
We know that getting started with a new practice management app can take time. You have to import and set up all of your clients, and then set up the...
Celso
Feb 10, 2021
Features
5 ways Pixie can help you to stay sane this tax season
Winter is coming... Which can only mean one thing for our friends here in the UK... The self-assessment deadline is waiting around the corner! In...
Celso
Feb 10, 2021
Features
Internal deadlines now live in Pixie
We know how important external deadlines are for accounting and bookkeeping firms... If you miss them, it can be costly to both you and your clients.
Celso
Feb 10, 2021
Features
Automate your AML onboarding in Pixie with Xama
Learn more about our direct integration with Xama to automate AML compliance in Pixie
Celso
Feb 10, 2021
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