Pixie

Pixie is a practice management software designed to streamline operations for small accounting and bookkeeping firms. It offers a comprehensive suite of tools to manage workflows, tasks, and client communications efficiently. The app provides features such as workflow management, task automation, and email integration, allowing users to centralize client communications and files. Users can create customized workflows and task templates, automate client onboarding processes, and manage client profiles effectively.

Pixie's key features include automated work plans, which assign tasks to team members based on client needs, and a powerful calendar for planning and organizing tasks. The app also supports collaboration through shared tasks, task assignments, and team notifications. Additionally, Pixie integrates with external services like Companies House and Xama AML for data import and compliance management.

The app is designed to be user-friendly, with a clean interface that simplifies task management and client communication. It offers basic reporting capabilities, such as tracking overdue tasks, and supports document management through a client portal. Overall, Pixie helps accounting practices enhance operational efficiency, standardize procedures, and improve client engagement.