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Pixie CRM
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Industry workflows

Keep client requests, deadlines and bookkeeping work in view.

Accounting work often waits on a small missing detail: a document, an answer or a client approval. Pixie CRM helps firms organise that work around the client relationship, with tasks, projects, document-sharing workflows and billing context. Colleagues can see what is outstanding and who should follow it up.

Discuss your requirements

Turn the client engagement into a manageable work plan

Record the services agreed, relevant contacts and the information needed to begin. Break recurring bookkeeping or review work into tasks with clear owners and dates. Keep document requests and client responses connected to the engagement rather than spread across personal inboxes. Use the customer portal for access-controlled sharing, and review who can see information when a client organisation has several contacts.

Keep accounting records and client coordination aligned

Define which work happens in CRM and which records remain in the accounting or filing platform. Xero, Sage and QuickBooks connections can be discussed around the required exchange, with account matching and reconciliation included in the scope. Deadlines still need to be verified by the responsible team. Time and project records can support billing reviews, while reminders help colleagues follow up the information needed to complete the work.

Useful answers

What you might
be wondering.

Practical details for a better informed conversation.

Does Pixie CRM submit HMRC or Companies House filings?

Do not assume that direct filing is included. Confirm the exact filing service, software connection, authorisation and current availability during discovery. The accounting workflow can be assessed separately from any statutory submission requirement.

Can we manage recurring client work and document requests?

Tasks, projects, recurring billing and the customer portal can be planned around those processes. Agree the review cycle, required evidence, permissions and escalation route, then test a representative client engagement before rolling it out across the firm.

Continue exploring

Connect the next part of the work.

Industry Modules

Accounting & MTD

Plan bookkeeping and accounting handovers with Pixie CRM. Confirm digital tax and filing requirements against the exact software and service arrangement.

Explore Accounting & MTDClients & CRM

Customer Portal

Offer clients a branded portal for relevant documents, approvals, payments and support. Keep access tied to the customer relationship and agreed permissions.

Explore Customer PortalProjects & Work

Tasks & Workflows

Organise tasks, priorities, dependencies and checklists in Pixie CRM. Keep daily work attached to the customer or project it supports.

Explore Tasks & WorkflowsIntegrations

Xero

Plan a Xero integration with Pixie CRM for customer matching, invoice exchange and payment context. Agree ownership, mapping and reconciliation before rollout.

Explore Xero

Your workflow is a good place to start

Tell us what a better working day looks like.

Bring your current tools, your priorities and the handovers you want to improve. We’ll help you define a useful next step.

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