Keeping track of the emails is in itself hard work,  Pixie helps to manage it but there is no getting away from them.

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

I feel much more in control of everything and it was so easy and quick to set up. The support and help from the Pixie team has been amazing too and they are adding new features regularly.

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.

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.

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

Setting up Pixie from the start was easy. Adding workflows and tasks is straightforward without having to go though any intensive training.

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.

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.

I have been really happy with Pixie and I now feel I have one comprehensive platform with everything I need in one place. I have all my workflows fully automated and I can trach deadlines easily.

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.

Pixie's downfall compared to our previous software is its lack of dashboard to give me an overview of where we with everything.

I am very happy with this product because I have looked for many years for a tool like this.

So far a great experience. Tutorials with Matt Fox have been very helpful and still learning.

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

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.

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.

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.

I love the email integration and client files. It makes it so much easier to ensure my team has all the information they need.

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.

It's intuitive and easy to set up for all the workflows we need. Switching from an alternative software was quick and easy.

The best thing about Pixie is the simplicity of the interface.

The customer service has been amazing and every time I have a question or need help, there is either a video or the service has been prompt and educational.

Customer Service was horrible. You could not talk to someone when you wanted to.

Ease of use and great functionality - very easy to export desired reports.

It was simple enough, even for a novice user like myself. The fact I could integrate it with my bank account and automatically enter expenses and raise invoices with my own branding etc. was great.

The single most annoying thing about it is the support.

The FreshBooks/Xero integration stopped working around 2017 (I don't know why; each company blames the other).

We were currently using Quickbooks, which had, at the time, very limited cloub-based capability. Xero looked great, was easy to use, and made it possible for our virtual team to work together.

I love how easy it is to sync bank feeds and reconcile transactions. I love the rule feature that allows me to set my routine transactions to the correct COA.

There is more information in the project tabs than what you can obtain in the report which is disappointing.

I believe Xero have captured a very nice niche of the industry with it's very business orientated user interface and simplisitic feel. It makes accounting somewhat fun for the business owner.

Ve not used the full power of Xero yet but so far it’s been great in helping me keep track of real time spending etc. It’s certainly an asset to the business and I’m learning more as I use it.

Finances are easier to keep up to date and more frequently, the software updates are seamless, the reports are great, the integrations are outstanding, and the service is super.

Every feature I need is an extra add on charge. The remember me at login does not work and I have to waste time with 2 step login every time I leave the computer for 5 minutes.

Xero has been a great experience for me. If you want software that can automatically allocate transactions when and where you need them to go, save yourself time and check out Xero.

Great software, price is affordable for small businesses.

Xero is easy to use (with a little direction perhaps) and it's been great for invoicing, payroll, and tracking our finances.

Easy to share with accountants. A thoughtful social enterprise discount given too.

And there are odd glitches in the reporting (cannot recall all the details now, I only have one client left using this app) that I had to watch out for.

Appalling Software - Avoid at all Costs in My Opinion.

US Dollar

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.

LongDescription

Document Templates

Status Tracking

Due Date Tracking

Time Tracking

Customizable Reports

Document Storage

Progress Tracking

Project Management

For Accountants

Data Import/Export

Configurable Workflow

For CPA Firms

Client Portal

Workflow Management

Email Management

Alerts/Notifications

Reporting & Statistics

Reminders

Customizable Templates

Customizable Branding

Approval Workflow

Client Management

Staff Management

Secure Data Storage

Third-Party Integrations

Task Management

Document Management

Search/Filter

Activity Tracking

SSL Security

Communication Management

Audit Trail

Email Reminders

Real-Time Updates

Activity Dashboard

For Tax Practices

Task Progress Tracking

Task Editing/Updating

Task Scheduling

Employee Management

Workflow Configuration

Rules-Based Workflow

Business Process Automation

Forms Automation

Task Tagging

File Sharing

Priced to scale with your business and the number of clients you manage. No per-user pricing.

Email/Help Desk

FAQs/Forum

Knowledge Base

Chat

2-10

11-50

Pixie

Live Online

Webinars

Documentation

Videos

Xero is a global small business platform with 3.95 million subscribers which includes core accounting, payroll, workforce management, expenses and projects. Xero also has an extensive ecosystem of connected apps and connections to banks and other financial institutions, helping small businesses access a range of solutions from within its open platform to help them run their business and manage their finances. Xero is a FIFA Women’s Football partner.

About Xero accounting software 

Xero provides small business owners, accountants and bookkeepers with powerful online accounting software and access to up-to-date financial data. It’s designed to make life better for small businesses, their advisors and communities around the world. It connects businesses with their bank, their advisor, accounting tools, payment services and third-party apps, so everything is securely available at any time, on any device. 
Benefits for small businesses
Xero’s beautiful, easy-to-use small business accounting software automates and streamlines many day-to-day tasks, including bank reconciliation, quoting, invoicing, making and collecting payments, tax, managing employees, expenses, projects and payroll. Businesses can view  up-to-date numbers on the Xero dashboard, in reports, and in analytics. It’s easy for businesses to see how they’re tracking, stay in control of cash flow and make informed decisions. 
Because Xero is cloud-based, businesses can work with their data easily from anywhere as well as collaborate with their accountant and bookkeeper. Many features are available on mobile, so people can run their business on the go.

Support and learning

Xero’s offers free 24/7 support, learning, and discussions at Xero Central, backed by a team of expert support staff. Customers are also invited to put forward and vote on product ideas.

Responsible data use commitments

Xero takes a defense-in-depth approach to protecting its systems and customer data. Data is protected by multiple layers of security, including encryption when it’s transferred and stored, and subject to strict privacy controls. Xero uses multi-factor authentication; software updates are free; and Xero does regular data backups.
Xero is certified as compliant with ISO/IEC 27001:2013, complies with the Payment Card Industry Data Security Standard, and produces Service Organization Control (SOC 2) reports.

Xero App Store

Xero connects with more than 1000 third-party apps designed to solve everyday business challenges, get data flowing between Xero and other apps, and provide a more complete view of how a business is performing. The Xero App Store is the place to easily find, try and connect apps that are certified by Xero and reviewed by users.

Pricing plans and free trial

Xero offers a free trial of its accounting software for 30 days, and a range of pricing plans designed to suit different needs. Subscriptions to Xero are invoiced monthly. 
 Accountants and bookkeepers get free access to Xero online accounting software and to Xero HQ when they sign up (for free) as Xero partners.
Xero for accountants and bookkeepers
Accountants and bookkeepers gain access to smart practice management software with tools for streamlined workflows, efficient compliance, and a cloud-based single accounting ledger for every client. They can collaborate within Xero with their colleagues or with clients, automate manual tasks, and access client records at any time. 
Xero’s integrated practice management software includes Xero HQ, Xero Practice Manager, Xero Workpapers and Xero Tax. 

Xero the company

Xero is a global company with offices in seven countries and over 3.95 million subscribers. It’s a leader in online accounting across New Zealand, Australia and the United Kingdom, and has won multiple awards for its software and services. Xero is listed on the Australian Stock Exchange (ASX).

Pixie vs Xero

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