# Pixie Software Reviews, Demo & Pricing - 2026

> Review of Pixie Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Source: https://www.softwareadvice.com/accounting-practice-management/pixie-profile

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Pixie

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Overview

[Reviews](https://www.softwareadvice.com/accounting-practice-management/pixie-profile/reviews/)[Alternatives](https://www.softwareadvice.com/accounting-practice-management/pixie-profile/alternatives/)

# Pixie 2026: Benefits, Features & Pricing

Wondering if Pixie is right for your organization?

Our Task Management Software selection experts can help you in 15 minutes or less.

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pricing and Plans
    
-   Features
    
-   Integrations
    
-   User Reviews
    
-   Popular Comparisons
    

## Overview

Pixie

4.8

[(32)](https://www.softwareadvice.com/accounting-practice-management/pixie-profile/reviews/)

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.

Wondering if Pixie is right for your organization?

Our Task Management Software selection experts can help you in 15 minutes or less.

## Pixie User Interface

## Popular Pixie Alternatives

Main Product

Pixie

4.8

[(32)](https://www.softwareadvice.com/accounting-practice-management/pixie-profile/reviews/)

Ratings Breakdown

-   4.78Ease of use
-   4.90Value for money
-   4.90Customer support
-   4.34Functionality

Pricing

Starting at $69.00 per month

Get Price

Alternative Product

[Mango Practice Management](https://www.softwareadvice.com/bpm/mangobilling-profile/)

3.8

[(60)](https://www.softwareadvice.com/bpm/mangobilling-profile/reviews/)

Ratings Breakdown

-   3.73Ease of use
-   3.72Value for money
-   3.80Customer support
-   3.60Functionality

Pricing

Starting at $35.00 per month

Get Price

Alternative Product

[NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/)

4.2

[(2045)](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/reviews/)

Ratings Breakdown

-   3.96Ease of use
-   3.85Value for money
-   3.81Customer support
-   4.21Functionality

Pricing

Available upon request

Get Price

Alternative Product

[TaxDome](https://www.softwareadvice.com/accounting/taxdome-profile/)

4.7

[(3594)](https://www.softwareadvice.com/accounting/taxdome-profile/reviews/)

Ratings Breakdown

-   4.47Ease of use
-   4.62Value for money
-   4.60Customer support
-   4.62Functionality

Pricing

Starting at $800.00 per year

Get Price

Alternative Product

[BQE CORE Suite](https://www.softwareadvice.com/accounting/bqe-core-accounting-profile/)

4.5

[(786)](https://www.softwareadvice.com/accounting/bqe-core-accounting-profile/reviews/)

Ratings Breakdown

-   4.36Ease of use
-   4.50Value for money
-   4.61Customer support
-   4.43Functionality

Pricing

Available upon request

Get Price

Alternative Product

[BigTime](https://www.softwareadvice.com/project-management/bigtime-profile/)

4.6

[(658)](https://www.softwareadvice.com/project-management/bigtime-profile/reviews/)

Ratings Breakdown

-   4.46Ease of use
-   4.47Value for money
-   4.64Customer support
-   4.42Functionality

Pricing

Starting at $20.00 per month

Get Price

## 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

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

## 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

Integration rated undefined from -1 review

Zapier

Integration rated undefined from -1 review

Gmail

Integration rated undefined from -1 review

## Pixie User Reviews

Overall Rating

4.8

Ratings Breakdown

5

75%

4

25%

3

0%

2

0%

1

0%

Secondary Ratings

Ease of Use

4.8

Value for money

4.9

Customer support

4.9

Functionality

4.3

Wernardt T.

Verified reviewer

Accounting

2-10 employees

Used weekly for less than 12 months

Reviewed March 2021

Great for small to medium accounting practices

5

Ratings Breakdown

5

Ease of use

4

Value for money

5

Customer support

4

Functionality

Pros:

Task templates make recurring tasks much easier to manage, and are an excellent way to standardise operating procedures Having a customisable master client record integrated filled a gap in many other work management solutions Email integration into workflow using templates really reduces the time spent on routine communications with clients Client tasks allow more control over traditionally "out of process" dependencies

Cons:

Triggers for task recurrence could be enhanced a bit for more flexibility

Read More

LL

Lorna L.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 12 months

Review source

Reviewed October 2022

Short time with Pixie

5

Good, we can at last see what's going on

Ratings Breakdown

5

Ease of use

5

Value for money

4

Customer support

4

Functionality

Pros:

It was simple, we only need generic high level checklists at the moment , workflows may come it was easy to setup and I have got the highest take up level from Pixie when compared to other systems

Cons:

The lack of overall dashboard that can show me as business owner the status of all the resource and capacity in graphical form and may be with stats.

Reasons for switching to Pixie

Our business is really Professional Services, Senta was too detailed for what we needed.

Read More

NC

Nathan C.

Verified reviewer

Accounting

11-50 employees

Used daily for less than 6 months

Reviewed March 2021

Samera and Pixie

4

Real good so far

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

3

Functionality

Pros:

Very easy to use and love the fact you can customise as much as you want

Cons:

The integration could be more diverse and would be good to be able to save to folders as there's potential for a build up of files and emails. Would love to be able to have interactivity in Pixie with client without the need for email. e.g. client can log in and update their checklist for the tax year

Reasons for switching to Pixie

Pixie has more functionality and is a CRM solution.

Read More

GF

Gabrielle F.

Verified reviewer

Accounting

Self-Employed

Used daily for less than 6 months

Reviewed March 2021

Best Practice Management for small firms I've found

5

I am very happy with this product because I have looked for many years for a tool like this. I've also been delighted to see how it helps to cut through the clutter with email communications with clients, which is a real help to making sure nothing slips through the cracks.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

4

Functionality

Pros:

I love that Pixie is centered around simple yet flexible (and customizable) workflows to help standardize processes and add some automation.

Cons:

While it is a good, secure way to ask for and obtain sensitive client documents (encrypted and secure), it is not (yet) well suited to operate fully as a client DMS portal.

Reasons for choosing Pixie

Pixie is built for small accounting / bookkeeping firms specifically and they understand our needs. They are also actively developing this tool based on customer feedback, so it means they are invested in making it even better, and I love having some influence over the tool that is so central to my operations.

Read More

KK

Karen K.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 2 years

Review source

Reviewed October 2022

Fantastic practice management tool

5

Pixie helped organise my firm, get stuff out of my head and into one place! THe team were super helpful with the setup, and have been brilliant since onboarding new staff and providing support. highly recommend!

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

4

Functionality

Pros:

easy to set up and easy to use, but has enough detail to be useful. Really slick and the customer support is second to none!

Cons:

file management could be improved - along with the client portal.

Reasons for switching to Pixie

Senta was overkill

Read More

JS

Jayne S.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 6 months

Reviewed April 2021

Pixie is our Daily Organiser

5

Pixie has made it so easy to keep us organised with our work and compile all data we need for our clients. Pixie has been so incredibly intuitive and user friendly, our new employee, \[SENSITIVE CONTENT HIDDEN\], has done most of the setup. We've barely needed to ask any questions of the online chat help but the questions we have asked have been answered quickly and clearly! Pixie manages our workflows, deadlines, reviews and any adhoc tasks we need to add as we go because it’s really simple to do that. It’s like a To Do List as well as a regular list / alert reminder all in one!

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

It's intuitive and easy to set up for all the workflows we need. Switching from an alternative software was quick and easy. It keeps me sane! That’s Ideal will continue to grow and be a super proficient bookkeeping business, welcoming new clients with a seam-free onboarding system and then managing their workload and compliance throughout what I hope to be a long-standing relationship with all our clients.

Cons:

Only thing that I'm not keen on is the need for Zapier to allow a couple of integrations we need but I understand these will soon be 'direct' and easier to set up.

Reasons for choosing Pixie

Pixie is intuitive and efficient but one of the things that pushed us to switch was when we learned Pixie integrated with Xama. I’d heard about Xama for streamlining our AML and client onboarding process, which I find to be one of the most uncomfortable parts of client management we have to do as bookkeepers / accountants. It’s so time consuming and clients aren’t fond of this process either. I had a demo of Xama in relation to Senta integration but the conversation mutated into future options for Xama and it became quite obvious that Pixie will provide the best integrated system for Xama’s future growth plans for managing all AML requirements!

Reasons for switching to Pixie

The interface of Senta was not easy to navigate, meaning that every time we needed to add a new task or adapt it, it was a task in itself to figure out how to do so. We spent a lot of time trying to navigate Senta, or waiting around for assistance from the helpdesk. Adapting tasks or creating one-off adhoc jobs was not an easy thing to do and we wanted something that was simple and intuitive, but effective.

Read More

DN

Deep N.

Verified reviewer

Accounting

2-10 employees

Used daily for more than 2 years

Review source

Reviewed October 2022

anonymous

4

Excellent

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

4

Functionality

Pros:

Easy to use with for the user friendly features

Cons:

Due to some glitches of cloud storage. Somehow I have to wait for support team.

Reasons for choosing Pixie

For the user friendly features

Reasons for switching to Pixie

Cost

Read More

SH

Shahul H.

Verified reviewer

Accounting

11-50 employees

Used daily for less than 2 years

Review source

Reviewed October 2022

A fabulous software for our task management and for workflow

5

It's a fantastic software which streamlined our works smoothly

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

The automated email systems and reminders of the outstanding tasks on a weekly basis will be received via pixie. Also the collaborations are more valuable thing to smooth our onboarding process

Cons:

Have to wait for reports to receive from the emails

Read More

JR

Jeanette R.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 12 months

Review source

Reviewed October 2022

Great Platform!

5

Love it! Very thankful to have something so efficient and helpful that eliminates the need to go to other platforms. It's all inclusive!

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

Love the tasks/subtasks as I am a very task-oriented person. I appreciate the ability to make templates and the ease of making it all work together.

Cons:

It took a little while to understand where everything is without doing training.

Read More

IR

Izzi R.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 2 years

Review source

Reviewed October 2022

Great CRM and Practice Management Software

5

Good product, great customer service.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

4

Functionality

Pros:

Integration with inbox allowing client emails to be sorted by being added to an existing task, creating a new task or delegating to a team member.

Cons:

Email integration doesn't filter out images in email signatures that clutters the files tab with irrelevant items. Could also do with having a more flexible system of changing interim task deadlines without having to go into the task settings

Read More

Showing 1 - 10 of 32 Reviews

[See All Reviews](https://www.softwareadvice.com/accounting-practice-management/pixie-profile/reviews/)

## Pixie Popular Comparisons

[TaxDome vs Pixie](https://www.softwareadvice.com/accounting-practice-management/pixie-profile/vs/taxdome/)[Xero vs Pixie](https://www.softwareadvice.com/accounting-practice-management/pixie-profile/vs/xero/)

[Compare All Alternatives](https://www.softwareadvice.com/accounting-practice-management/pixie-profile/alternatives/)

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