
KashFlow
User-friendly cloud accounting designed to streamline MTD compliance and small business bookkeeping.
Pixie is a practice management software designed to help accounting firms streamline workflows, manage tasks, and centralize client data.

Pixie is a practice management software tailored for accounting firms seeking to enhance efficiency and organization. It provides tools to streamline workflows by breaking them into smaller, manageable steps, assigning responsibilities, and tracking progress. The platform helps increase consistency through embedded training resources and email templates, facilitating effective team training and delegation. Pixie's automation capabilities create recurring jobs, automate work assignment, request client statements, and send key date reminders. It centralizes client data with custom fields, email integration, and a GDPR-compliant client portal for secure document exchange, e-signatures, and client tasks. Pixie aims to help firms save time, reduce frustration, and get organized, with pricing that scales with the business without per-user fees.
Pixie is a practice management software tailored for accounting firms seeking to enhance efficiency and organization.
Explore all tools that specialize in streamline accounting workflows. This domain focus ensures Pixie delivers optimized results for this specific requirement.
Explore all tools that specialize in manage client tasks and deadlines. This domain focus ensures Pixie delivers optimized results for this specific requirement.
Explore all tools that specialize in automate recurring jobs. This domain focus ensures Pixie delivers optimized results for this specific requirement.
Explore all tools that specialize in centralize client data and communication. This domain focus ensures Pixie delivers optimized results for this specific requirement.
Explore all tools that specialize in enhance standard operating procedures. This domain focus ensures Pixie delivers optimized results for this specific requirement.
Explore all tools that specialize in track job stages and monitor progress. This domain focus ensures Pixie delivers optimized results for this specific requirement.
Allows users to break down workflows into smaller steps, assign responsibilities, and track job stages using reports. Users can set up automated job starts based on client dates.
A secure, GDPR-compliant portal to send and receive documents, assign tasks to clients, and collect e-signatures.
Automates recurring tasks, work assignments, client statement requests, and key date reminders.
Offers flexible reporting to provide complete visibility of work at all stages, helping managers track progress and identify bottlenecks.
Integrated document signing functionality allows firms to collect e-signatures directly within the platform.
Start a 30-day free trial at https://www.usepixie.com (no credit card required).
Personalize your account with your firm's information and branding.
Import your existing client list into Pixie.
Set up integrations with other tools you use, such as email or document storage.
Customize workflow templates or create your own.
Invite your team members to join Pixie.
Start assigning tasks and managing client communication through the platform.
All Set
Ready to go
Verified feedback from other users.
"Users praise Pixie for its simplicity, ease of use, and core features that streamline workflows and track deadlines. They also appreciate the responsive support team."
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