4PointZero – Cloud Specialist

Pixie

Author : Josh Turner

Practice management for small firms

Overview

Pixie is a practice management software that allows accounting firms to spend less time on admin, streamline their workflows and centralise client data.

The software helps businesses with:

  • CRM 
  • Team management and reporting 
  • Workflow management 
  • Recurring tasks 
  • Client tasks 
  • Automation and integrations with popular accounting software 
  • Task management  
  • Email integration 
  • Document signing
  • Client reminders  
  • Client onboarding 

If you’d like to learn more about Pixie, check out the table below. Or, if you’d like to continue browsing our App Centre, please click here!

More Information

Cost Up to 50 clients - £49 per month | Up to 250 clients - £99 per month, includes team training and chat support | Up to 500 clients - £149 per month, includes 4 hour response time from support | Up to 1000 clients - £249 per month, includes 1 hour response time from support
Competitors IRIS Practice Management, Accountancy Manager, Karbon, Dext Prepare
Function Pixie is a cloud-based practice management software that brings clients, deadlines, workflow, email, and document management into one solution
USP Pixie helps small businesses to understand and manage their firm in one place
Use Case Practice Management
Features Team management and reporting | Workflow management | Automation and integrations with popular accounting software
Strengths Easy to set up and create custom workflows | User friendly interface
Considerations Dashboard lacks some functionality
Target Customers Pixie is aimed at smaller businesses

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