Pixie

www.usepixie.com

Everything you need to manage your clients, deadlines, workflow, email and team in one easy-to-use app.

About this App

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.

Cost (from)

£49.00/month

Free Practice Subscription

Trial

30 day free trial, fully functional, no credit/debit card required

Partner Program

Support Channels

Email
Live Chat
Online Help
Phone
Web Form

Mobile Platforms

Android
iOS

Accounting Platforms

N/A

Integrations

Gmail
Outlook.com
Zapier

Geographies Served

All other countries in Europe
Australia
Canada
Ireland
New Zealand
South Africa
United Kingdom
USA

Industries

Accounting & Bookkeeping

App features per category

Practice Management

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 people
  - All contacts
  - Main contact
- View company director, reg office, and deadline info
Contacts
- Accounting specifc fields
- Custom fields
- Types
Documents
- Client portal
- E-signature
- Global search for documents
- Storage
Reporting
- Work KPI
Work and Work Templates
- Overview filters
- Statutory deadlines
- Target deadlines
- Work sections
- Work status'
- Work subtasks
- Work tasks
- Work templates