Document Management Software for Accountants

Pixie simplifies document management, streamlines workflows and reduces manual admin with integrated document e-signing.

Document E-signing | Pixie

Pixie's document management system allows you to create connected and automated workflows, with clear audit trails for processes such as e-signature requests. This not only speeds up processes but also gives you visibility over everything in one place.

Centralise records and streamline signing requests

Create a secure portal for client documents, simplifying collaboration so everyone in your team remains on the same page.

Standardise how you and your team request documents to be signed by adding e-signature requests to your workflow templates.

Streamline document signing requests | Pixie
Save time with automated chasing | Pixie

Save time with automated recordkeeping and chasing

Emails and files are instantly added to client records, saving time while facilitating access to relevant up-to-date information.

With automated reminders, you no longer have to keep chasing clients for outstanding documents. Simply set up auto-reminders, sit back and watch the signed documents roll in.

An accessible and secure document management system

Pixie is cloud-based for greater flexibility. Key client records and documents can be accessed regardless of where your team is located.

All file sharing is entirely GDPR-compliant, so you can remain confident that your firm meets the strictest security requirements.

Strictest security requirements | Pixie