Client Onboarding software for accountants
Pixie lets you bring new clients into the fold quickly and easily – here's how:
Save time and streamline your onboarding process with our new client onboarding software
In Pixie you can create a simple, streamlined onboarding process to save time and frustration when signing up new clients.
Build a simple onboarding workflow
Use our onboarding template (provided out-of-the-box with our new client onboarding software) or build your own in minutes so that you have all the steps there when onboarding new clients.
Send automated welcome emails with document requests
Assign tasks and checklists to your clients
Create the clients automatically when proposals are accepted
Using our Zapier integrations with GoProposal and Practice Ignition, you can automate the creation of your new clients as soon as the proposal has been accepted.