Stay ahead of the curve with the biggest trends from Accountex 2023. Explore game-changing strategies and technological advancements shaping the...
Learn how practice management software can help you prioritise and delegate emails, providing efficient client service. Streamline your workflow with...
Welcoming Artur to team Pixie!
Increase profits by improving client service at your accounting firm and automating it with accounting practice management software
If you want to prioritise efficiency and consistency across your workflows, you need to say goodbye to using spreadsheets for workflow management.
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.
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...
Say goodbye to inefficiency and hello to streamlined workflows by ditching these 5 outdated processes.
Accounting firm client management can be tough. Make excellent customer service your MO when dealing with the clients you want to keep around.
Remote team onboarding can be challenging. Reduced opportunities for in-person collaboration training can slow down the process — if it isn’t...
Onboarding new starters effectively just is as important as the process of onboarding clients yet is often overlooked.
Automating communication supports efficiency and consistency, but can it feel cold? We debate the case for and against automating client...
For accountants, client onboarding is perhaps the most important stage in building successful relationships. Learn how to optimize your onboarding...
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