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.

Pricing

Flat-fee pricing based on client count (unlimited team members included):

• Up to 250 clients: $129/month
• 251–500 clients: $199/month
• 501–1,000 clients: $329/month
• 1,000+ clients: Price on application

No per-user fees. 30-day free trial, no credit card required.

Reviews

Review data being updated.

Features

Workflow Management

Feature	Supported
List view	Yes
Kanban view	No
Job/work templates	Yes
Recurring jobs	Yes
Subtasks	Yes
Task dependencies	No
Automations	Yes
Custom statuses	Yes
@Mentions	No
Statutory due dates	Yes

Client Management

Feature	Supported
Client directory	Yes
Contacts	Yes
Client groups	Yes
Custom fields	Yes
Tags	Yes
Notes	Yes
Leads	Yes
CRM sync (QBO)	No
CRM sync (Xero)	No

Client Portal

Feature	Supported
Client portal	Yes
Client tasks/requests	Yes
File uploads	Yes
Secure messaging	Yes
Scheduling	No
E-signatures	Yes
White label/custom branding	Yes

Email

Feature	Supported
Outlook integration	No
Gmail integration	No
Shared inboxes	No
Email-to-task	No
Email templates	Yes
AI email drafting	No
AI email summarization	No
View all client comms	No

Time Tracking & Billing

Feature	Supported
Time tracking	No
Timers	No
Invoicing	No
Fixed fee & hourly billing	No
Recurring billing	No
Online payments	No
WIP tracking	No
Write up/down	No
Realization reporting	No
QBO invoice sync	No
Xero invoice sync	No

Document Management

Feature	Supported
Document storage	Yes
Folders	No
Folder templates	No
File sharing with clients	Yes
SharePoint integration	No
Google Drive	No
Dropbox	No

Reporting

Feature	Supported
Time reports	No
Billing reports	No
Capacity/workload	Yes
Revenue insights	No

Proposals & Engagement

Feature	Supported
Proposals	Yes
Engagement letters	Yes
E-signatures on engagements	Yes

Integrations

Feature	Supported
QuickBooks Online	No
Xero	No
Outlook	No
Gmail	No
Zapier	Yes
Make	No
API	No
Webhooks	No

Security & Admin

Feature	Supported
User roles	Yes
Custom permissions	No
2FA/MFA	Yes
SSO	No
SOC 2	No
Client access controls	No

AI Features

Feature	Supported
AI email drafting	No
AI email summarization	No
AI task suggestions	No
AI document classification	No
AI search	No

Mobile

Feature	Supported
Mobile-friendly (internal)	Yes
Native mobile app (internal)	No
Native mobile app (client portal)	No

Compliance & Regulatory

Feature	Supported
HMRC integration	Yes
Companies House integration	Yes
ATO integration	No
IRS transcript pulls	No
MTD support	No
Statutory deadline tracking	Yes

Support & Onboarding

Feature	Supported
Chat support	Yes
Email support	Yes
Phone support	No
Dedicated rep	No
Onshore support	Yes
Free onboarding	Yes
Paid onboarding packages	No
Knowledge base/docs	Yes