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Client Onboarding

Pixie lets you bring new clients into the fold quickly and easily – here's how:

Client Onboarding | Pixie

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.

Build a simple onboarding workflow | Pixie
Send automated welcome emails with document requests | Pixie

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.

Assign tasks and checklists to your clients | Pixie
Create the clients automatically when proposals are accepted | Pixie

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.

Automate and streamline your AML checks | Pixie

Ready to get started?

Book a demo of our accountancy client management platform today, and learn how you can get set up in minutes.