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New feature: shared client inbox

New feature: shared client inbox

Check out our new feature - Shared Inbox. Make it easier for teams to manage client communications.

How to Onboard a Remote Team — Pixie
Best Practices

How to Onboard a Remote Team — Pixie

Remote team onboarding can be challenging. Reduced opportunities for in-person collaboration training can slow down the process — if it isn’tfalse

5 Benefits of Optimising the New Starter Onboarding Process — Pixie
Best Practices

5 Benefits of Optimising the New Starter Onboarding Process — Pixie

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

Should You Automate Client Communication? — Pixie
Best Practices

Should You Automate Client Communication? — Pixie

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

How to Optimize Your Accounting Onboarding Process — Pixie
Best Practices

How to Optimize Your Accounting Onboarding Process — Pixie

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

Standardising Workflows: How and Why — Pixie
Best Practices

Standardising Workflows: How and Why — Pixie

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

8 Features a Workflow Management System Must Have — Pixie
Best Practices

8 Features a Workflow Management System Must Have — Pixie

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

Efficiency or Efficacy: What’s More Important in Accounting? — Pixie
Best Practices

Efficiency or Efficacy: What’s More Important in Accounting? — Pixie

What should you prioritise: getting as much done as possible, or delivering high-quality work every time? Let’s debate the case for efficiency versusfalse

10 Habits That Lose Your Accounting Firm Time and Money — Pixie
Best Practices

10 Habits That Lose Your Accounting Firm Time and Money — Pixie

Heavy income loss can be catastrophic for your firm. Here are ten habits that could be losing you money.

How to Define Value Segments in Your Client Base — Pixie
Best Practices

How to Define Value Segments in Your Client Base — Pixie

Defining value segments in your client base lets you better serve your clients, and identify opportunities for business growth.

The 9 Best Productivity-Boosting Tools for Accountants — Pixie
Best Practices

The 9 Best Productivity-Boosting Tools for Accountants — Pixie

A high level of productivity is important to any accounting firm. Here are nine amazing tools to help your team members work more efficiently.

Data Compliance & GDPR for Accountants: What You Need to Know — Pixie
Best Practices

Data Compliance & GDPR for Accountants: What You Need to Know — Pixie

Discover the importance of GDPR and data compliance, and the steps your firm can take to secure your data today.

How to Improve Recovery Rate by Streamlining Workflows — Pixie
Best Practices

How to Improve Recovery Rate by Streamlining Workflows — Pixie

Best Practices

How to Improve Your Recovery Rate by Streamlining Workflows

A guide to improving the recovery rates in your firm and streamliningfalse

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