FEATURE
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
-
Add automatic email templates to be sent to your new clients, welcoming them to the firm. Include a secure upload link for them to upload information directly into Pixie.
Assign tasks and checklists to your clients
-
Create a client task and send it to your client. Assign them a checklist of items you need completing and set up automatic reminders to nag them until done.
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.
Automate and streamline your AML checks
-
Take your automation one step further by automating your AML checks with Xama. Checks cost just £1.60 per client and can be automated as soon as the onboarding workflow starts.
Start Your Free Trial Today
Ready to revolutionise the way you manage your practice? Experience the power of Pixie with our 30-day free trial – no credit card required! What will you gain?
Full access to all Pixie features
.png?width=29&height=29&name=Frame%20(1).png){kind=small}
Personalised onboarding and support
.png?width=29&height=29&name=Frame%20(2).png){kind=small}