Pixie
Pixie is a cloud-based practice management software that brings clients, deadlines, workflow, email, and document management into one easy-to-use app. Firm owners that use Pixie spend less time doing manual admin, streamline their workflows, become less client-facing and easily get their team on the same page.
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Stop Using Spreadsheets for Workflow Management
If you want to prioritise efficiency and consistency across your workflows, you need to say…
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5 steps to streamline the workflows at your firm
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How E2E Accountancy made the choice to move to Pixie
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Practice Management Features
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Communications
- Assign email to team
- Assign email to work
- Automatic client reminders
- Automatic records requesting
- Client tasks/requests
- Client timeline
- Job notes
- Job timeline
- Notify team members
- Send email
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Companies House
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Add company Add a new company to your contacts via the integration
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Add people Add directors as company contacts
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All contacts Add all directors
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Main contact Add the main director
- View company director, reg office, and deadline info
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Add company
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Contacts
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Accounting specifc fields Company number and tax references
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Custom fields Create custom fields to use for storing further information, such as industry sector
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Types Seperate contacts by client type, i.e. prospect / client / ltd / sole trader / individual etc
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Accounting specifc fields
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Documents
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Client portal A secure online portal that clients can use to access documents
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E-signature Sign documents online
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Global search for documents Use the global search function to find stored documents
- Storage
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Client portal
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Reporting
- Work KPI
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Work and Work Templates
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Overview filters Filter your work overview by contact type, work type, due dates, assignee etc
- Statutory deadlines
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Target deadlines Set a target deadline for completion of work at a job level alonside a statutory deadline
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Work sections A group of tasks which you can assign, set due dates, and set status
- Work status'
- Work subtasks
- Work tasks
- Work templates
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Overview filters
- Cost (from)
- £49.00
- Trial
- 30 day free trial, fully functional, no credit/debit card required
- Head Office
- London (UK)
- Offices
- London (UK)
- Geographies Served
- All other countries in Europe, Australia, Canada, Ireland, New Zealand, South Africa, UK, USA
- Data Sync
- N/A
- Non-Accounting Integrations
- Clockify, Companies House, Gmail, Outlook.com, Zapier
- Mobile OS Compatibility
- No mobile app
- Support Channels
- Email, Live Chat, Online Help Centre, Screen Share, Web Form
- Support Availability
- Mon – Fri, 09:00 – 17:00 GMT
- Training
- Live Online, Self Guided
- Two Factor Authentication
- Yes
- App Category
- Practice Management
- Sector
- Accounting and Bookkeeping
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