Pixie

Pixie offers a suite of features designed to help accounting and bookkeeping firms streamline practice management and boost team productivity. Its workflow automation enables users to break down tasks into clear steps, automatically assign work based on deadlines, and monitor progress with insightful reports. Pixie supports enhanced consistency through embedded training resources, checklists, and email templates inside workflows—ensuring team members are always aligned, even in remote environments. The platform’s automation engine allows firms to schedule recurring jobs, auto-assign tasks, and send client reminders, dramatically reducing the time spent on routine admin. Client data is centralized with fully customizable record fields, providing easy access to essential details, documents, and a complete correspondence history. Pixie’s GDPR-compliant client portal ensures secure document sharing, electronic signature collection, and smooth collaboration with clients. With unlimited users on a single plan, dedicated onboarding support, and pre-built workflow templates, Pixie delivers a user-friendly and scalable solution for busy, growth-focused teams.