Pixie
Everything you need to manage your clients, deadlines, workflow, email and team in one easy-to-use app.
-
How E2E Accountancy made the choice to move to Pixie
Pixie came to me through word of mouth and I had a lot of confidence…
Read More -
How WIS digitised a diverse financial offering to support a…
I’m a massive fan of automation tools, and Pixie made an enormous impact on us…
Read More -
Streamline your workflows with Pixie’s integrated document e-signing
Pixie's new document signing enables customers to eliminate costly manual and repetitive work, reduce the…
Read More
Practice Management Features
-
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
-
Companies House
-
Add company Add a new company to your contacts via the integration
-
Add people Add directors as company contacts
-
All contacts Add all directors
-
Main contact Add the main director
- View company director, reg office, and deadline info
-
Add company
-
Contacts
-
Accounting specifc fields Company number and tax references
-
Custom fields Create custom fields to use for storing further information, such as industry sector
-
Types Seperate contacts by client type, i.e. prospect / client / ltd / sole trader / individual etc
-
Accounting specifc fields
-
Documents
-
Client portal A secure online portal that clients can use to access documents
-
E-signature Sign documents online
-
Global search for documents Use the global search function to find stored documents
- Storage
-
Client portal
-
Reporting
- Work KPI
-
Work and Work Templates
-
Overview filters Filter your work overview by contact type, work type, due dates, assignee etc
- Statutory deadlines
-
Target deadlines Set a target deadline for completion of work at a job level alonside a statutory deadline
-
Work sections A group of tasks which you can assign, set due dates, and set status
- Work status'
- Work subtasks
- Work tasks
- Work templates
-
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
What others are saying
There are no contributions yet.