Pixie

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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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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
  • 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
  • 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
  • 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
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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