Task Management Software for Accountants

See how Pixie's software can help you hit your deadlines, manage your to-do's and stay in control.

Stay in control of your tasks & deadlines

Our task management software gives accounting firms everything they need
to add, delegate, manage and complete tasks in one place.

To-do lists are overwhelming. Yours won't be.

Stay organised with a to-do list that's automatically created and prioritised for you, giving you a clear view of your most important and urgent tasks.

To-do lists | Pixie
Adhoc tasks | Pixie

Create adhoc tasks, fast.

Add tasks to your to-do list in seconds. Assign them to clients, or leave them open if they're for anything else like internal admin, marketing or personal.

Everything you need to complete tasks, in one place.

Use Pixie to create a single dashboard with all of the emails, files and information you need to complete tasks - this means no more jumping between screens and apps!

Complete tasks | Pixie
Systemise and document your processes | Pixie

Systemise and document your processes

Turn your tasks into detailed processes by adding instructions, checklists, images, links, and even embed training videos.

Save tasks as templates for future use

Turn repeating tasks into templates with just a click. These templates can then be used on an ad-hoc basis, or set to recur automatically as workflows.

Save tasks as templates | Pixie