Pixie 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Pixie

4.8

(32)

Pricing

Starting at $69.00 per month

About Pixie

Pixie is a practice management software that helps you get your accounting or bookkeeping practice running like clockwork.

Its powerful workflow automation means you and your team will spend less time doing manual admin.

Its flexible CRM allows you to centralise client details alongside the email and document timeline.

Lastly, Pixie's world-class support will help you hit the ground running and successfully implement Pixie at your practice.

Pixie Screenshots

Pixie Pricing and Plans

Starting price: $69.00 per month

Free Trial

Free Version

Basic

$69.00

usage based, per month

No plan information available

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Pixie Features

Popular features found in Task Management
Assignment Management
Collaboration Tools
Commenting/Notes
Deadline Management
Dependency Tracking
Prioritization
Project Tracking
Resource Management
Task Editing
Time Tracking
To-Do List
Workflow Management
More features of Pixie
Accounting
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Approval Workflow
Audit Trail
Business Process Automation
Client Management
Client Portal
Communication Management
Configurable Workflow
CRM
Customizable Branding
Customizable Reports
Customizable Templates
Data Import/Export
Document Management
Document Storage
Document Templates
Due Date Tracking
Email Management
Email Reminders
Employee Management
File Sharing
For Accountants
For CPA Firms
Forms Automation
For Tax Practices
Monitoring
Progress Tracking
Project Management
Real-Time Updates
Recurring Tasks
Reminders
Reporting & Statistics
Rules-Based Workflow
Search/Filter
Secure Data Storage
SSL Security
Staff Management
Status Tracking
Task Management
Task Progress Tracking
Task Scheduling
Task Tagging
Templates
Third-Party Integrations
Timer
Workflow Configuration

Pixie Integrations

Microsoft Outlook

Zapier

Gmail

Pixie User Reviews

Overall Rating

4.8

Ratings Breakdown

75%

25%

Secondary Ratings

Ease of Use

4.8

Value for money

4.9

Customer support

4.9

Functionality

4.3

Jzharina Izha D.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 6 months

Review source

Reviewed October 2022

Easy to use software

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is very easy to use and I love it. Will recommend with my friends

Cons:

nothing. I love everything about this software

Caroline C.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 6 months

Review source

Reviewed October 2022

Pixie Practice Management

Great customer support and onbarding training/journey. A development team that listen to suggestions and advise on the progress towards 'up voted' software imporvements.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The abilty to great workflows and customise client records is great, bringing the functionality of the software down to a practice level and allowing us to easily implement practice specific and client specific processes and workflows.The software setup was minimal and we can improve as we go, we are adding new workflows as we go.

Cons:

The lack of a true client portal and the inability to add internal notes to tasks/workflows and emails

Reasons for choosing Pixie

Both had a significtantly higher price point for the number of users we would require and Tax Calc specifically is desktop based and we work predominantly in the cloud.

Reasons for switching to Pixie

Other produst was outdated and constantly having down time and issues

Paul B.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 12 months

Review source

Reviewed October 2022

Pixie - Great for smaller accountancy / bookkeeping practices

We enjoy Pixie and its flexibility for workflow management but it needs

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy of setting up custom tasks is definitely a major plus

Cons:

The document management suite could be better. You have to create one off tasks to put documents that don't relate to specific processes in a "folder" system. Definitely needs improvement

Reasons for choosing Pixie

Cost vs functionality.

Louise M.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 6 months

Review source

Reviewed October 2022

Really good Practice Management Software overall

Pixie is a great Practice customer management system that is very customisable to your own processes. Very easy to set up compared to the last system I used which took months to establish.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy to set up, very easy to create custom workflows, I love the flexibility of the client data fields. My clients really like the links to upload document and receive password protected documents without having to log in to a portal. Just as important is that the team picked it up really well and far prefer it to the last system used.

Cons:

It is difficult to get a high level view of the whole work in progress or pending. The emails in box are not the easiest to manage and the documents within the client areas can be messy if not attached to tasks. You have to keep one workflow for one job without too many variations or if you need to make a change, you have to change every single workflow for that job.

Reasons for choosing Pixie

The flexibility of the product and the outstanding customer service.

Reasons for switching to Pixie

Senta stopped supporting the product due to the Iris takeover, plus my staff members did not get on very well with Senta at all.

Jenny C.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 12 months

Review source

Reviewed October 2022

Brilliantly customisable

Pixie are great to deal with, the support team are fab and come up with great ideas to how to set things up and customise things. It could really do with a FB group where users can swap ideas as well.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Best thing about Pixie is that you can create all your processes and workflows from scratch so that they match your business and how it works. This is impossible with an 'out of the box ready' product.

Cons:

Pixie's downfall compared to our previous software is its lack of dashboard to give me an overview of where we with everything. You have to used filtered reports which is not even slightly the same thing.

Reasons for choosing Pixie

Accountancy Manager felt too inflexible and like it was trying to do a bit of everything instead just doing it's core job really well

Reasons for switching to Pixie

Because I wanted a software where the customisation was easier to use, and where I had an overview of everyones emails

Vendor Response

Thank you for the feedback Jenny. We're just getting ready to launch the Facebook group: https://www.facebook.com/groups/usepixie

Replied October 2022

Kieran P.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 12 months

Reviewed March 2021

The slickest practice management app on the market

A great piece of software, simple to use, quick to set up and get started, and a great support team in [SENSITIVE CONTENT HIDDEN] at the forefront.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I had used a number of other PM apps over the past few years - Senta, Accountancy Manager. For most of our business life in the past 11 years we used non-sector specific tools to manage tasks. When I found Pixie, I was immediately drawn to the user interface - it didn't overwhelm! The ability to build our own processes fairly easily within the app was crucial and Pixie hit the mark. We have designed workflows to suit our clients and services and they sit nicely within jobs/tasks. Pixie doesn't create too many tasks at the front end - each job has a set of tasks to follow, with checklists and embedded loom videos all possible. Great to systemise your processes.

Cons:

I'd love the ability to view jobs in terms of milestones. I have yet to find any PM software that does this. We supplement our Pixie usage with a simple Google sheet which works as a rolling job planner. We take each client job, slot it into a particular month for completion and then roll this week by week. If Pixie could crack that, it would be amazing! Not really a con though, just a request for something extra special.

Reasons for choosing Pixie

Much easier on the eye, and most more price competitive

Ben C.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 12 months

Reviewed March 2021

Brilliantly Simple Practice Management Software

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The best thing about Pixie is the simplicity of the interface. It's very easy for new users to get to grips with Client tasks feature and chat window allows interaction with clients and gets stuff done without constant emails back and forth. Increasing library of work flow templates that can be plug and played into our practice helping us improve service to clients Automated client emails that can be built into our work flows [SENSITIVE CONTENT HIDDEN] of Pixie personally provided generous levels of support to help us get the most out of Pixie

Cons:

It would be useful to have customisable dashboards to track job statuses by work type. This would really help planning all jobs our practice has to manage

Reasons for choosing Pixie

Price, positive feedback from others in my accountancy communities

Reasons for switching to Pixie

Better Workflow tracking

Louis S.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 6 months

Review source

Reviewed October 2022

Pixie for the win

It has been great so far - I know some of the above features are in process, and I am looking forward to the growth.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's everything you need for an Accounting practice to ensure you don't miss a deadline ever!

Cons:

I would like a calendar view/kanban. More accurately predict the entire month and next month's jobs and deliverables. Adding more than one person on a job.

Reasons for choosing Pixie

Pricing and easy user experience.

Reasons for switching to Pixie

Ease and simplicity for an Accounting practice.

Eleanor S.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 2 years

Review source

Reviewed October 2022

Good all round practice managent software

Keeping track of emails and everyone in the office being able to see emails for a client is very useful. I would prefer documents in one place and then for them to be shared against client jobs would be wonderful. The system has been easy to set up for us and I can easily tweak and add jobs and tasks. Previous systems have been over complicated in this area but in Pixie it takes very little time. There is no stress in setting up a basic workflow and then tweaking it as necessary. I would love to see more integrations available.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Setting up Pixie from the start was easy. Adding workflows and tasks is straightforward without having to go though any intensive training. Setting up jobs on the fly from emails is very useful and the email integration is wonderful, nothing gets lost if you keep track of it all. Setting up workflows helps to keep jobs in mind. It is a great uncomplicated system.

Cons:

Keeping track of the emails is in itself hard work, Pixie helps to manage it but there is no getting away from them. I have to go and find my jobs which is fine, but for employees who should be keeping the system up to date it is easy for them to neglect it. A kanban diarised view of jobs would be far more useful than a list. The tasks are basic and having a few more which rely on each other ie once a job is done it triggers another would be useful rather than lots of the same job. There doesn't seem to be many enhancements or improvements coming through.

Reasons for choosing Pixie

n/a

Reasons for switching to Pixie

Pixie can be used in Australia

Jago P.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 2 years

Review source

Reviewed October 2022

An intuitive and easy to use practice management software.

We have used Pixie for over a year and it has saved a lot of time with task management, due date tracking and overall fluidity of day to day working in the business.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Task management and being able to assign tasks to other members of staff. Also being able to check all emails for a client and any member of staff without having to ask them if they've received an email form such and such.

Cons:

Despite liking the email sharing with staff, the actual email tab is not great. Main reason being there is no draft emails. Also attachments do not show if they are sent within the email like a picture rather than an attachment.

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