Pixie
VerifiedMay be outdatedWhat is Pixie?
Pixie is a cloud-based practice management software designed for small accounting and bookkeeping firms. It offers a centralized platform where teams can manage tasks, client communication, and workflow automation. With Pixie, users can streamline daily operations by organizing tasks, setting deadlines, and tracking progress, all in one place. Its intuitive design makes it easy for accounting professionals to manage client relationships while ensuring compliance with deadlines and regulatory requirements.
The platform provides automation features to handle repetitive tasks like sending reminders, managing client onboarding, and keeping track of important dates. Pixie also integrates with commonly used tools like email and document management systems, making it seamless to share information and collaborate across teams. Its focus on automation allows accountants to spend less time on administrative work and more time focusing on high-value client interactions.
Pixie is ideal for small firms looking to optimize their workflows, improve task management, and enhance client service. By offering a streamlined solution for managing tasks, client data, and communication, Pixie helps accounting firms operate more efficiently, reduce manual errors, and maintain strong client relationships.
Pricing
Starting at $129/month · Subscription
Features
48 features that make Pixie stand out.
- Client Management
- Workflow Management
- API
- Audit Trail
- Customizable Reports
- Data Import/Export
- Document Management
- Document Storage
- Due Date Tracking
- For Accountants
- For CPA Firms
- Project Management
Pros & Cons
Pros
- Ease of Setup and UseUsers find Pixie incredibly easy to set up and navigate, appreciating the intuitive user interface and the straightforward process of creating custom workflows.
- Workflow ManagementThe software is praised for its effective workflow management capabilities, allowing for easy creation and utilization of workflow templates. This feature helps firms manage their clients’ tasks efficiently.
- Customer SupportPixie’s customer support team receives high marks for their responsiveness and helpfulness, ensuring users have the support they need to make the most of the software.
- Client Interaction FeaturesThe client tasks feature and chat window facilitate interaction with clients, reducing the need for back-and-forth emails and streamlining communication.
- Customization and FlexibilityUsers appreciate the ability to customize the software to their firm’s specific needs, including flexible client data fields and the ability to easily adapt workflows.
Cons
- Dashboard FunctionalitySeveral users have expressed a desire for more comprehensive dashboard features, including customizable dashboards to track job statuses and provide a high-level view of work in progress.
- Document Management and File HandlingImprovements in document management are sought, particularly a more organized way to manage documents not attached to specific tasks and a more intuitive client portal for document exchanges.
- Integration with Other ToolsWhile Pixie offers integration capabilities, some users note the reliance on external tools like Zapier for certain integrations. Direct integration options are desired to simplify processes.
- Viewing Jobs by MilestonesUsers would appreciate the ability to view jobs in terms of milestones to aid in planning and managing tasks more effectively.
- High-Level Work OverviewThere’s a need for a better way to get a comprehensive overview of all work and tasks pending, including managing the email inbox within Pixie and ensuring documents are well-organized.
Pixie alternatives
Tools buyers consider alongside Pixie.
Frequently asked questions
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