FEATURE
Document Management Software for Accountants
Pixie simplifies document management, streamlines workflows and reduces manual admin with integrated document e-signing.
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
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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.
Save time with automated recordkeeping and chasing
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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
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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.
Start Your Free Trial Today
Ready to revolutionize 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
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Personalized onboarding and support
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