Pixie
The simple practice management software for small accounting & bookkeeping firms.
Overview
Pixie is a practice management software designed with simplicity and flexibility in mind for small accounting and bookkeeping firms. It combines key features like task management, client management, email integration, and workflow automation into an easy-to-use platform. Pixie aims to help small firms get organized, standardize their processes, and manage their clients without the complexity of larger, more expensive systems.
✨ Key Features
- Task Management
- Workflow Automation
- Client Management
- Email Management
- Client Portal & E-signatures
🎯 Key Differentiators
- Extreme simplicity and ease of use.
- Simple, all-inclusive pricing model.
- Flexible enough to be adapted to a firm's specific needs.
Unique Value: Provides all the core practice management features a small firm needs in a simple, flexible, and easy-to-use package without any unnecessary complexity.
🎯 Use Cases (4)
✅ Best For
- Quickly setting up and managing workflows for a small firm.
- Keeping all client communication and tasks in one place.
- Using templates to ensure consistent service delivery.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms that need integrated time tracking and billing.
- Larger firms that require advanced reporting and capacity management.
🏆 Alternatives
Simpler to set up and use than more comprehensive platforms, but lacks some of their advanced features like time and billing.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Dedicated Support (N/A tier)
🔒 Compliance & Security
💰 Pricing
✓ 30-day free trial
Free tier: N/A
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