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
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
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.