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.

I can't work offline, which is terrible for someone who is required to do a lot of work inside airplanes.

You can't really duplicate a sheet, or there is something wrong with that feature that makes it extremely inconvenient for us to do so.

It's intuitive to learn so you can get up-to-speed quickly, and has terrific training and community support to allow users to build upon their Smartsheet skills and become experts.

I love the flexibility and ease of use. The ability to flip from tasklist to schedule to card views is great.

What I like best about Smartsheet is the great amount off functionalities it has, it can be used for many purposes and it is very easy to set up.

They're so easy to customize and they have great webinars that can help support you. I like the ability to upload documents to show and share project progress with other members of your team.

Overall our experience has been great, customer service and tutorials are awesome.

I love using this tool for work as it offers me multiple functions that streamline and quickly manage my projects. Smartsheet has a very amazing and nice interface.

The new features have been awesome. One think I love the best is the Report Builder functionality.

I use smartsheet to organize several projects among a team, as well as organize my own individual projects. It's great for simple organization or complex - highly customizable and actually fun to use.

Easy to use, easy to collaborate on it, intuitive, good price. For project management it was perfect for us.

I love how well it integrates with other platforms  and the interface and functionalities are easy to use.

We are able to increase our work agility during our software implementation projects while using this excellent software. Great integrations with other systems.

Easy to deploy, nice report charts,  easy to use interface, integration with Google for user authentication.

I had a trouble to understand how the conditional formatting is working at first, not many tutorial or manual provided and I had to study the feature on my own.

The issue is not the software but the person setting it up. It is frustrating to contribute to the poorly designed Smartsheet because of the lead's limited knowledge.

I love using Smartsheet daily. It is user friendly, beautifully designed and smart.

Someone it is hard to give access to others - but that is user error on our end with the credentials.

Overall, we are happy with our roll-out of Smartsheets, as it has allowed us greater organization and insight into our project plans and their successes.

The lack of an autosave feature can be frustrating at times. I believe this is something that could easily be implemented in the future.

Cost efficient easy to use project tracking tool with good view options.

It's easy to set up, and I don't really have to dig too much to find the functionality it's designed for. I love love love that it's online and I can easily search for my sheets.

I have long been an admin user of this solution and have continued to build an understanding of all the excellent features that are available within this.

There is an excellent integration with both JIRA and Salesforce, allowing us to leverage all three products together for increased efficiency.

It is great to be able to share assets with others, keep comments together with their project and track progress in one place.

Love the automation aspect and form-building to collect information from outside organizations, etc. Super easy to learn and do on your own.

There is so much that I love about Smartsheet. The fact that you can create forms and that they have pre-determined templates that allow you to build out all kinds of documents.

I loved the flexibility and the ability to export into an Excel file, when needed. I also loved how it updates and saves.

My experience has been extremely pleasant. Its so user friendly and the customer service staff is amazing.

I feel that the ease of the software provided a good source for me to be more efficient with my time and accomplish more tasks.

There is a lot to Smarsheets which can be intimidating to new users, and it's not the easiest to pick up with so many options for customization.

The best thing about this software is the value it provides for the price. This is good for tracking projects and milestones.

Therefore, it’s a useful application to investigate on daily basis about the assigned tasks in an interesting way.

It is really helpful when you are a leading or being just a part of some project. It helps to manage all information well.

I love that this software is so easy to use. If you have ever used a spreadsheet software before, then you are good to go.

The maintenance can be a pain, even though you are warned ahead of time.

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

Smartsheet is a work execution platform and collaboration tool with a familiar spreadsheet-like interface that helps teams plan, track, and manage projects in real-time. Smartsheet features include a range of project management tools, such as document and resource management, project reporting, task management, file sharing, and timeline tracking.

Smartsheet can help teams standardize a project process, maximize productivity, and improve collaboration with automated workflow options that fit individual work preferences. Within the platform's project management tools, data can be sorted using card, grid, Gantt chart, and calendar view. With a real-time dashboard, teams can track project status, manage resources, and assign tasks to improve overall visibility and work efficiency.

Project plan information can be shared with leadership team members and key stakeholders to keep everyone on the same page. Activity log reports and customizable dashboards help ensure that team collaboration is consistent across projects of any size and kind, from software development to marketing plans.

With the Smartsheet app, teams can access project information and workflow data while on the go. The mobile app is compatible with iOS and Android devices.


File Management

Commenting/Notes

Analytics

Third-Party Integration

Deadline Management

Milestone Tracking

Bar Chart

Patient Records Management

Multi-board

Surveys & Feedback

Visual Workflow Management

Committee Management

Idea Management

Subcontractor Management

Permit Management

Staff Calendar

Email Alerts

Rescheduling

Access Controls/Permissions

Process Change Tracking

HIPAA Compliant

Data Synchronization

Templates

Charting

Task Board View

License Verification

Contract/License Management

Financial Management

Change Management

Marketing Calendar

Policy Management

Single Sign On

Portfolio Management

Project Planning/Scheduling

Strategic Planning

Task Planning

Approval Process Control

Gantt/Timeline View

Projections

Product Roadmapping

Key & Lock Management

Multi-Campaign

Public Dashboards

Brainstorming

Supports Agile

Digital Asset Management

Scheduled/Automated Reports

Resource Management

Calendar Management

Customizable Fields

Collaboration Tools

Activity Management

Assignment Management

Functions/Calculations

Project Scheduling

Template Management

ROI Tracking

Dependency Tracking

Risk Management

Multiple Projects

File Transfer

Testing/QA Management

Electronic Data Capture

Media Planning

Contact Management

Certification Tracking

Version Control

Activity Planning

Private Dashboards

Retrospectives Management

Technician Management

Content Management

Project Time Tracking

Lead Management

EMR/EHR

Cost-to-Completion Tracking

Mobile Access

Brand Management

Sales Reports

Dashboard Creation

Requirements Management

Plans start at $7.00/mo. Pricing is per user per month. Rates shown are when paid annually. Nonprofit, schools, gov't agency receive additional discounts on annual plans.

Pixie vs Smartsheet

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons