Aero Workflow
Cloud-based workflow management software for CPA firms that helps track assignments, manage deadlines, and standardize recurring work across the practice.
Pixie
Pixie is a practice management platform for accountants that combines automated workflows, proposal generation, a client portal, and deadline tracking. It is designed primarily for UK and Irish accounting practices.
Firms use Pixie to manage client onboarding, generate proposals and engagement letters, track recurring work, and monitor filing deadlines. The platform pulls Companies House and HMRC data to auto-populate client records and deadline schedules, reducing manual data entry during onboarding. Automated workflow templates handle recurring compliance tasks like annual accounts, corporation tax returns, and VAT filings.
The client portal allows document collection and secure messaging. Pixie is best suited for small to mid-sized UK and Irish firms that want a clean, focused practice management tool with built-in regulatory deadline tracking.
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