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New feature: shared client inbox

New feature: shared client inbox

Check out our new feature - Shared Inbox. Make it easier for teams to manage client communications.

The Top 3 Challenges Facing Mid-Tier Accounting Firms and How Clever Tech Can Solve Them
Best Practices

The Top 3 Challenges Facing Mid-Tier Accounting Firms and How Clever Tech Can Solve Them

Mid-tier accounting firms face numerous challenges, from competing with the Big 4 to talent retention and regulatory adaptation. Discover howfalse

5 Biggest Trends to Come Out of Accountex 2023: The Game Changers This Year for Your Accounting Practice
News, Best Practices

5 Biggest Trends to Come Out of Accountex 2023: The Game Changers This Year for Your Accounting Practice

Stay ahead of the curve with the biggest trends from Accountex 2023. Explore game-changing strategies and technological advancements shaping thefalse

5 Steps to Ace Accounting Firm Client Management — Pixie
Best Practices

5 Steps to Ace Accounting Firm Client Management — Pixie

Accounting firm client management can be tough. Make excellent customer service your MO when dealing with the clients you want to keep around.

Guide: Stop Using Spreadsheets for Workflow Management — Pixie
Best Practices

Guide: Stop Using Spreadsheets for Workflow Management — Pixie

If you want to prioritise efficiency and consistency across your workflows, you need to say goodbye to using spreadsheets for workflow management.

In-Person Training Vs Self-Paced Learning: What’s the Best Way to Train Your Client Team?What’s the Best Way to Train Your Client Team? — Pixie
Best Practices

In-Person Training Vs Self-Paced Learning: What’s the Best Way to Train Your Client Team?What’s the Best Way to Train Your Client Team? — Pixie

What’s better for training your client team: in-person training or self-paced learning? Let’s explore the pros and cons of each method.

How we onboard our team at Pixie
Best Practices

How we onboard our team at Pixie

Your team members are the foundation of your firm’s success, so it pays to have an amazing onboarding process. Take a peek inside Pixie’s ownfalse

Stop Using These 5 Outdated Accountancy Processes Today — Pixie
Best Practices

Stop Using These 5 Outdated Accountancy Processes Today — Pixie

Say goodbye to inefficiency and hello to streamlined workflows by ditching these 5 outdated processes.

How to Onboard a Remote Team — Pixie
Best Practices

How to Onboard a Remote Team — Pixie

Remote team onboarding can be challenging. Reduced opportunities for in-person collaboration training can slow down the process — if it isn’tfalse

5 Benefits of Optimising the New Starter Onboarding Process — Pixie
Best Practices

5 Benefits of Optimising the New Starter Onboarding Process — Pixie

Onboarding new starters effectively just is as important as the process of onboarding clients yet is often overlooked.

Should You Automate Client Communication? — Pixie
Best Practices

Should You Automate Client Communication? — Pixie

Automating communication supports efficiency and consistency, but can it feel cold? We debate the case for and against automating clientfalse

How to Optimize Your Accounting Onboarding Process — Pixie
Best Practices

How to Optimize Your Accounting Onboarding Process — Pixie

For accountants, client onboarding is perhaps the most important stage in building successful relationships. Learn how to optimize your onboardingfalse

Standardising Workflows: How and Why — Pixie
Best Practices

Standardising Workflows: How and Why — Pixie

Discover 5 intelligent approaches to standardising your firm’s processes and delivering consistent work every time.

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