Pixie helps small accounting and bookkeeping firms stay on top of tasks, client communication, and deadlines with ease. Although initial setup can feel time-consuming for new users, the software’s built-in automations, document storage, and email integration make it a reliable option for managing client work efficiently.
Pixie Specifications
Contact Management
Customer Communication Tracking
Email Integration
Workflow Automation
What Is Pixie?
Pixie is a cloud-based practice management and customer relationship management (CRM) solution designed for accounting and bookkeeping firms. It centralizes client data, tracks all email and document interactions, and automates routine workflows. With features like custom client fields, timeline views, and automated reminders, Pixie helps firms manage client relationships more efficiently. The platform is ideal for smaller practices seeking a simple, streamlined way to handle both client work and communication in one place.
Pixie Pricing
Pixie employs a transparent, flat-fee pricing structure that scales with a firm's client base rather than its number of users:
- Less than 250 clients: $129/month
- 251-500 clients: $199/month
- 501-1000 clients: $329/month
- Over 1000 clients: £Price on application (POA)/month
Disclaimer: The pricing is subject to change.
Pixie Integrations
Pixie seamlessly integrates with various popular business applications, including:
- Gmail
- Office365
- Clockify
- Zapier
- Xama
Who Is Pixie For?
Pixie is built specifically for professionals nad businesses in the accounting industry, including:
- Accounting firms
- Bookkeeping firms
- CPAs
- Solo practitioners
- Growing firms
Is Pixie Right For You?
Pixie is an ideal solution for accounting and bookkeeping firms looking to enhance efficiency and client satisfaction. Its core strengths include streamlining workflows, centralizing client data, and automating administrative tasks, making it a powerful tool for firms of all sizes. The unique client-based pricing model allows for predictable scaling, ensuring the software grows with your business without unexpected cost increases. Pixie is a strategic investment in sustainable growth, helping firms reinvest time and savings into further development.
Still not sure if Pixie is right for you? Our support staff is available at (661) 384-7070 to help you make a confident decision.
Pixie Features
Pixie automatically saves all email correspondence directly to client records, creating a centralized timeline of communication. This enhances visibility across the team, supports continuity in client relationships, and ensures no interaction is lost or overlooked.
See How It WorksThe platform provides a secure, GDPR-compliant client portal for document exchange and e-signature collection. This streamlines the process of obtaining client approvals and signed documents, reducing administrative burden and ensuring compliance while maintaining data security.
See How It WorksPixie offers pre-built and community-sourced templates to expedite client onboarding processes. Firms can use these best practices to quickly set up new clients, migrate existing records, and optimize workflows with automations, ensuring a smooth and efficient start.
See How It WorksAutomated client reminders can be configured to send notifications for key dates and outstanding requests. This reduces manual follow-ups, helps ensure deadlines are met, and improves client communication by proactively prompting necessary actions.
See How It WorksThe system enables the breakdown of complex jobs into manageable tasks, enabling clear responsibility assignment and progress tracking. This robust task management capability helps monitor job stages and ensures work is completed efficiently before compliance deadlines.
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