Accounting & bookkeeping
Review the documented accounting capability against the practice workflow.
Explore Accounting & bookkeepingPixie CRM for accountants, bookkeepers, tax advisers and outsourced finance teams
CRM for Accounting Firms
Accounting relationships involve far more than the year-end accounts. There are missing records to chase, bookkeeping questions to resolve and recurring work to allocate. Pixie gives the practice a shared client context for enquiries, engagement documents, tasks and billing, helping the team see the next action without rebuilding the story from inboxes.
Accounting Firms · A connected workflow
A clearer view of every client, deadline and document request.
Illustrative process · configured around your team
- 01Welcome the client
- 02Prepare the work
- 03Coordinate delivery
- 04Maintain the relationship
How Pixie fits your business
A clearer view of every client, deadline and document request.
When a client sends information to the wrong person, the delay can spread across several services. Clear ownership and a visible document-request process help staff distinguish work ready to begin from work waiting on the client.
For accountants, bookkeepers, tax advisers and outsourced finance teams, the value of a CRM is the working context it gives the next person. Start with customer and contact records, then connect the delivery and service activities that matter to your team. An account owner should be able to find the current commitment, the open question and the person taking it forward.
A practical starting point
Walk through one real example from welcome the client to maintain the relationship. Use your own documents and handovers to decide which fields, roles and modules the first release needs.
The work, step by step
A shared thread from enquiry to the next conversation.
Give each stage a clear owner and an agreed handover. These are example steps for accounting firms; the final process should reflect your service model and the systems you already use.
- 01
Welcome the client
Record service requirements, key contacts and the information needed to scope the engagement.
- 02
Prepare the work
Agree responsibilities, recurring task dates and the document requests that make each job ready.
- 03
Coordinate delivery
Keep questions, review tasks and time records associated with the client engagement.
- 04
Maintain the relationship
Review billing, outstanding requests and upcoming work before the next client conversation.
Build around the work you do
Relevant modules for accounting firms.
Use these capabilities as a focused shortlist. Module availability, configuration and any integration work are confirmed for your proposed setup; you can review the complete module catalogue for additional requirements.
Tasks & workflows
Assign preparation, review and client follow-up tasks.
Explore Tasks & workflowsRecurring invoices
Organise regular service-fee schedules.
Explore Recurring invoicesShared email inbox
Bring shared client correspondence into a team workflow.
Explore Shared email inboxCustomer portal
Agree which documents and updates clients can access.
Explore Customer portalTime & timesheets
Understand the effort behind recurring and advisory work.
Explore Time & timesheetsAcross the workflow, assess staff roles and permissions, automation rules and reporting together. Agree who can act, which reminders are useful and how exceptions will be reviewed.
A considered rollout
Make the first release useful to the people doing the work.
Confirm supported accounting integrations and filing responsibilities explicitly. CRM tasks and an accounting module name do not establish tax-filing authorisation or replace professional review.
Review the integration directory and security information against the scope you actually need. Ask for a demonstration of the handover that currently causes the most friction.
- Map one real journey. Identify the contacts, documents, decisions and exception that make the example representative of your business.
- Agree data ownership. Decide which system owns each record, what moves between systems and who reviews an update that fails.
- Configure and validate. Test roles, field requirements, communication and the billing handover using representative information before a wider rollout.
- Support adoption. Give the workflow an internal owner, provide practical team guidance and review whether the setup helps colleagues complete their next action.
Use the CRM implementation guide and migration checklist to prepare the first discussion.
Specialist workflows to explore
These additional capability pages are available on request. Review their stated scope with Pixie before selecting a configuration or assuming a specialist requirement is covered.
Useful answers
Questions from accounting firms teams.
Use these answers to shape the conversation about your proposed configuration.
Will Pixie replace our accounting software?
That depends on the services you deliver. Use Pixie to coordinate client work, then assess your accounting, payroll and filing systems separately. Agree field ownership and reconciliation before enabling any integration.
Which modules should our team start with?
Start with the relationship record and the most important handover in your accounting firms process. The module shortlist above explains the role of each suggested capability. Select the smallest useful first scope, then review permissions, data preparation and any specialist connection before rollout.
How do we connect the systems we already use?
List the systems involved in welcome the client and maintain the relationship. For each connection, agree the record owner, supported interface, matching rules and exception process. The integration planning guide explains what to prepare before a live sync.
How can we review pricing and implementation scope?
Use the current pricing page as your starting point and discuss the modules, users, data and connections your workflow needs. Confirm the proposed configuration and implementation work with the Pixie team before treating an example industry workflow as a complete deployment.
Let’s map your next better working day.
Bring one real accounting firms customer journey, your existing tools and the handovers you want to improve. We’ll help define a practical first scope.