CRM & Client Management
Pixie accounting client management software gives you one central place to manage all of your client relationships and communications.
Manage all of your client and prospect relationships in one place.
Our dedicated accounting client management software lets see all of your clients' emails, files, tasks, deadlines and other key information in Pixie. It's a single source of truth for all of the client information in your accounting or bookkeeping firm.
Auto-updated client records
All of your emails and files will be automatically saved to your client records, right where you need them. Our software makes it quick and easy to add notes and other important information for others to see too!
Unlimited custom fields
Create & store as many custom fields on your client records as you like. Add key dates, passwords, reference numbers – you name it, our accounting client management software can do it for you!
Assign tasks and checklists to your clients to complete
No more wasting time chasing information – just assign a checklist and set up auto-reminders to prompt your client until you get the details you need!
Complete actions for multiple clients, in bulk.
Bulk actions allow you to send emails, start tasks, change custom fields and schedule workflows for multiple clients at once.