Pixie

Pixie helps break down workflows into smaller steps to increase team productivity, identify who is responsible for each step, track job stages and monitor progress with reports. The software features task automation and workflow management with customizable and preset task templates with custom date triggers, attachments, checklists, and automated emails. Pixie costs the same no matter how many people are in your team, with one flat fee for your entire firm. A dedicated account manager helps migrate client records, optimize workflows with automations, and help teams start using Pixie. According to an independent survey of 150 tax professionals, 82% reported Pixie improved their firm's deadline management and client communication, while 75% saw measurable reductions in manual data entry. The platform is available at usepixie.com.