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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.

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...

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...

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...

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