Blog

Case Studies

Streamline Compliance and Boost Efficiency with Pixie: A Success Story

A Pixie success story of how Michelle Morris ensured her ICAEW review was a smooth as possible

Oct 20, 2023

Streamline Tax Season: A Guide to Easier Tax Filing with Practice Management Software

Discover how practice management software can be your secret weapon to streamline tax season, transforming it into a more efficient and stress-free...

Sep 18, 2023

Best Practices

Elevate Client Service: A Guide to Enhancing Client Relationships with Pixie

Elevate your client service game with Pixie. Explore strategies, tips, and tools to strengthen client relationships and deliver exceptional service.

Sep 13, 2023

Best Practices

Value vs. Volume: Which Business Model is Right for Your Accounting Practice?

Explore the value-focused and volume-centric business models for accounting practices. Discover which approach aligns best with your goals and...

Sep 12, 2023

Best Practices

How to Scale Your Accounting Team: The Major Benefits of Automation and Practice Management Tools

Discover the advantages of automation and practice management tools for scaling your accounting team. Streamline workflows and boost productivity.

Sep 12, 2023

Best Practices

Finding the Perfect Fit: The Best Accounting Management Software for Mid-Size Firms

Discover the ideal accounting management software solutions for mid-size firms. Explore features, benefits, and make informed decisions for your...

Sep 8, 2023

Best Practices

How AI automation tools help you build a more effective accounting firm

Discover how AI automation tools can revolutionize your accounting firm, streamlining processes, improving accuracy, and enhancing overall...

Aug 2, 2023

Best Practices

The Productivity Push: 3 Ways Pixie Gets Staff to Work Smarter and Do More

Explore Pixie strategies to enhance productivity and empower their staff to work smarter. Learn practical techniques and tools that can help you...

Jul 31, 2023

Best Practices

Overcoming Remote Team Communication Barriers with Pixie's Accounting Practice Management Software

Discover how Pixie's accounting software helps remote teams overcome communication barriers. Streamline collaboration, improve efficiency, and...

Jul 20, 2023

Best Practices

4 Innovative Ways to Enhance Work Visibility: Boosting Accounting Practice Efficiency

Discover how to leverage accounting practice management software for enhanced work visibility. Streamline operations, optimise resources, and drive...

Jul 10, 2023

Best Practices

The Top 3 Challenges Facing Mid-Tier Accounting Firms and How Clever Tech Can Solve Them

Mid-tier accounting firms face numerous challenges, from competing with the Big 4 to talent retention and regulatory adaptation. Discover how...

Jun 27, 2023

Best Practices

Maximising Profits in Accounting: Leveraging Tech for Effective Pricing Strategy

Revolutionise your accounting or bookkeeping business with effective pricing strategies backed by technology. Learn how accounting software like...

Jun 27, 2023

Best Practices

AI for Accountants: How AI Will Impact How Accounting Work Gets Done in 2023

Explore the future of accounting through AI with insights from industry leaders. Learn about AI's transformative potential and its impact on...

Jun 27, 2023

News

5 Biggest Trends to Come Out of Accountex 2023: The Game Changers This Year for Your Accounting Practice

Stay ahead of the curve with the biggest trends from Accountex 2023. Explore game-changing strategies and technological advancements shaping the...

May 24, 2023

Stop Drowning in Emails: How to Prioritise and Delegate Communication with Practice Management Software

Learn how practice management software can help you prioritise and delegate emails, providing efficient client service. Streamline your workflow with...

May 23, 2023

Welcoming Artur to team Pixie!

Dec 12, 2022

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

Nov 21, 2022

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.

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.

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...

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.

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.

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...

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.

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...

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...

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.

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.

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.

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...

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.

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.

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.

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.

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.

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.

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.

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...

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...

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.

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.

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.

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.

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...

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...

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...

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...

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...

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

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,...

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

Mar 14, 2022

Features

Organise your client fields with Custom Field Groups

Mar 9, 2022

learnfromyourpeers

How Lagom Finance supports women in business

Mar 7, 2022

Case Studies

How The Back Office Company saves hours every day with Pixie

Mar 4, 2022

Case Studies

How Pixie made onboarding staff so simple for Lagom Finance

How Pixie Made onboarding staff so simple

Mar 2, 2022

Case Studies

How WIS digitised a diverse financial offering to support a rapidly growing client base

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

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.

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...

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...

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

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.

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...

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

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

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

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.

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.

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.

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.

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

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.

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.

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.

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.

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

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...

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.

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

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

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.

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...

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

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...

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...

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...

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...

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

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

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.

Mar 26, 2021

Best Practices

11 swipeable email templates for accounting & bookkeeping workflows

FREE Email templates for accounting workflows - Get started fast! Use these 11 swipeable email templates in your accounting & bookkeeping workflows

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...

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.

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

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...

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...

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...

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!

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...

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...

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...

Feb 10, 2021

Best Practices

A Beginners Guide To Zapier For Accountants

Discover the ultimate beginner's guide to using Zapier for accountants and bookkeepers. Dive into automation features, integration examples, and best...

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...

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...

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...

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,...

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...

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...

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...

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...

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,...

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...

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,...

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...

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...

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...

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.

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...

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...

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...

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...

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...

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...

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...

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...

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...

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?...

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...

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...

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...

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....

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...

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 track...

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...

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...

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....

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...

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...

Feb 10, 2021

Features

Use fixed date deadlines 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...

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 &...

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...

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...

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.

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

Feb 10, 2021

Guides

Workflow templates

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Discover our latest insights, feature releases and news!