Send emails to multiple clients or client types in Pixie
Communication is key. And in accounting firms, we often need to be able to communicate with multiple clients or multiple client types at once....
Personalising your client communication is key... You need to ensure that your clients have all of the correct information that they need in order to respo
Communication is key. And in accounting firms, we often need to be able to communicate with multiple clients or multiple client types at once....
We know that getting started with a new practice management app can take time. You have to import and set up all of your clients, and then set up the...
Discover how Pixie's new integrated e-signing allows you to create connected, streamlined, and automated workflows for requesting and tracking...