Pixie
Pixie is a practice management tool that helps accounting firms manage their operations efficiently, offering features like CRM, task management, and workflow automation.
📝 What is Pixie?
"Pixie is a practice management software designed specifically for accounting firms, helping them streamline their workflows and manage client relationships effectively."
🔑 Key Features
CRM
Manage client relationships and track interactions effectively.
Team Management & Reporting
Oversee team performance and generate reports to monitor progress.
Workflow Management
Organize and streamline workflows to enhance productivity.
Recurring Tasks
Set up tasks that repeat automatically to save time.
Automation & Integrations
Automate processes and integrate with other tools for efficiency.
Client Tasks
Assign tasks directly to clients for better collaboration.
Task Management
Keep track of tasks and deadlines to ensure timely completion.
Email Integration
Integrate email for seamless communication with clients.
Document Signing
Facilitate secure document signing for client agreements.
Client Reminders
Send reminders to clients for important deadlines.
Client Onboarding
Streamline the onboarding process for new clients.
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Verify This Page🤖 AI Capabilities
Overview
Pixie does not explicitly mention AI capabilities in the provided content.
Capabilities
AI Models
💰 Pricing and Plans
Pricing Overview
Pixie offers a flat fee pricing model regardless of team size, making it scalable for firms.
Flat Fee
Contact for pricing
- Unlimited team members
- All core features included
✨ Free trial or plan available
🔒 Security and Compliance
Security Overview
Pixie is GDPR compliant, ensuring data protection for users.
Security Measures
- GDPR compliance
- Secure client portal
Certifications & Compliance
📊 Additional Information
Competitive Advantage
Pixie's unique selling points include its focus on accounting firms and its flat fee pricing model.
- Designed specifically for accounting firms
- Flat fee pricing for scalability
- Comprehensive feature set for practice management
Future Developments
No specific future developments were mentioned in the provided content.
Integration and Deployment
Pixie is a cloud-based tool, allowing for easy access and collaboration.
Integrations:
Deployment Type: cloud-based
User Interface
Pixie offers a simple and flexible interface that enhances user experience.
Support and Resources
Pixie provides various resources for support and training.
Support Types:
- Email support
- Knowledge base
- Video tutorials
Training Resources:
- Guides
- Webinars
- Blog articles
🌐 Links
🎉 Success Stories and Testimonials
Customer Feedback
Pixie has received positive testimonials from users in the accounting industry.
"It's the best tool we've seen in years for accounting firms. We love the simplicity, the core features, the ease of use and ease of implementation."
Kieran Phelan
"Pixie has been a lifesaver for our small but growing firm. It provides everything we need to streamline workflows and track deadlines."
Jessica Farmer
Unverified Page
This page has not yet been verified by the software vendor. The information presented here may not be fully accurate or up-to-date.
Are you the vendor of Pixie? Verify this page to ensure all data is accurate and up-to-date.
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