Pixie

Pixie is a cloud-based practice management software specifically designed for accounting firms, aimed at streamlining workflows and enhancing team productivity. With key features including a powerful CRM, team management capabilities, and workflow automation, Pixie allows firms to manage client relationships and communications in a centralized platform. The software optimizes administrative tasks by offering tools for task management, email integration, document signing, and client onboarding. Users can automate recurring tasks and create detailed workflows with custom triggers, alleviating the burden of manual processes.

Pixie operates on a flat-fee pricing model, where users pay a monthly fee based on the number of clients they manage, without incurring additional costs for team sizes. This transparent pricing structure includes various support options, from dedicated account managers to live chat assistance, ensuring users have access to help whenever needed. The platform also provides extensive resources, including blog articles, a video library, and workflow templates, to help users maximize their efficiency and get the most out of the software.

New users can take advantage of a 30-day free trial to explore all features without any initial commitment. This opportunity allows firms to experience the versatility and effectiveness of Pixie in improving their practice management. With a focus on enhancing client relationships and boosting overall efficiency, Pixie aims to transform accounting practices by reducing administrative burdens and improving organization within firms.