Task management for accountants & bookkeepers

Start every day with a clear list of what needs to be done and by when.

It's easy-to-use practice management software you can start using in minutes.

 

Stay in control of your tasks & deadlines

Everything you 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 what's important and urgent.

To do list for accountants & bookkeepers

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.

Group 205-min

Everything you need to complete tasks, in one place.

No more jumping between screens and apps. All of the emails, files and information you need to complete tasks will be in Pixie where you need it.

Emails and files on tasks in Pixie

Sytemise and document your processes

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

Systemise workflows for accountants

Save tasks as templates for future use.

Turn repeating tasks into templates with just a click. These templates can then be used adhoc, or set to recur automatically as workflows.

Save task templates in Pixie

Start your 30-day free trial.

Get your first tasks and templates set up in minutes. No credit card required.

Straightforward pricing you can afford

Pixie costs the same no matter how many people are in your team, or how many clients you have.

 

 

£49 / $59 / €59

Per month, excl. VAT

  • Smart 2-way email integration with GSuite, Gmail, Office365 and Outlook.com
  • Email and task prioritisation
  • Workflow automation and job scheduling
  • Automated email reminders
  • Deadline tracking
  • Team management reports
  • Companies House integration
  • Thousands of integrations with Zapier
  • GDPR-compliant file exchange and storage
  • Customisable fields and task templates
  • Unlimited clients
  • Unlimited task templates
  • Unlimited team members
Try Pixie for free

Do you still have some unanswered questions?

Do you offer discounts?

Yes, when you pay for a year upfront, you get 2 months free (~15% discount). Also if you are a sole practitioner with no other staff, we’d love to help you get your business off the ground! Please write us a quick email about your business and we'll give you a 60% discount on your first year.

What forms of payment are possible?

You can subscribe to Pixie using any major credit card. If you live in the UK or the EU, you also have the option to pay by direct debit.

Will I be charged when the trial ends?

No. We don’t ask for your card details up-front. You decide when you are ready to start your Pixie subscription. If you want to continue using Pixie after the trial, we will ask you for payment details. If not, leave it and the trial will cancel automatically, deleting all your trial data.

Can I cancel at any time?

Absolutely! There are no minimum contracts with Pixie, you can cancel at any time without penalty. And if you pre-paid for a year, we’ll refund the unused months as per our Fair Refund policy.

What if I need a few more days to evaluate Pixie?

No problem, just tell us that you would like to extend your trial for another week and we will make it happen.

Will I pay extra for more people?

No. Unlike most other practice management software, we don’t charge you based on how many people are in your team.

Can I have as many clients as I like?

Yes! We are here to support you and your business. If it’s taking off, rest assured we will not charge extra for it. In fact, we’re delighted to see your business grow with Pixie!

What kind of support is offered?

It’s our goal to ensure Pixie helps you succeed. Our assistance ranges from extensive documentation that you can follow at your own pace, to chat or email support. If you feel you need something more let us know.