Pixie
Pixie Reviews
& Product DetailsWhat 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.
Best For
- StartUps
- Freelancers
- Small Business
- Medium Business
- Large Enterprise
- Non-profit Organization
- Personal
- Cloud, SaaS, Web-Based
- Mobile - Android
- Mobile - iPhone
- Mobile - iPad
- Desktop - Mac
- Desktop - Windows
- Desktop - Linux
- Desktop - Chromebook
- On-Premise - Windows
- On-Premise - Linux
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Company Name
Pixie International Limited
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Located In
United States
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Website
usepixie.com
Starting from:
$129 /month
Pricing Model: Subscription
- Free Trial
- Free Version
Pricing Details:
This tool has three pricing plans. Advanced for 129 USD, Growth for 199 USD, and Enterprise for a customizable pricing plans.
- 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
- Reporting & Statistics
- Secure Data Storage
- Staff Management
- Task Management
- Third-Party Integrations
- Time Tracking
Additional Features
- Rules-Based Workflow
- Alerts/Notifications
- Communication Management
- Real-Time Updates
- Task Progress Tracking
- Status Tracking
- Forms Automation
- File Sharing
- Activity Dashboard
- Search/Filter
- Customizable Templates
- Reminders
- Customizable Branding
- Activity Tracking
- Client Portal
- Task Scheduling
- Task Editing
- Email Reminders
- Progress Tracking
- Workflow Configuration
- CRM
- Email Management
- Task Tagging
- Approval Workflow
- Configurable Workflow
- Business Process Automation
- SSL Security
- Employee Management
- Document Templates
- For Tax Practices
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Ease of Setup and Use
Users find Pixie incredibly easy to set up and navigate, appreciating the intuitive user interface and the straightforward process of creating custom workflows.
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Workflow Management
The 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.
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Customer Support
Pixie’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.
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Client Interaction Features
The client tasks feature and chat window facilitate interaction with clients, reducing the need for back-and-forth emails and streamlining communication.
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Customization and Flexibility
Users 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.
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Dashboard Functionality
Several 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.
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Document Management and File Handling
Improvements 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.
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Integration with Other Tools
While 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.
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Viewing Jobs by Milestones
Users would appreciate the ability to view jobs in terms of milestones to aid in planning and managing tasks more effectively.
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High-Level Work Overview
There’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.
Disclaimer
Here at Tekpon's Global Buzz, we blend AI smarts with a human touch to offer a snapshot of user reviews from the web. While we carefully craft these summaries, please remember they reflect diverse user views and experiences, not Tekpon’s own opinions.
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