Customer work, connected.
For accountants, bookkeepers & accountancy firms
Your clients. Your practice. A clearer way to work.
Bring client relationships, practice workflows and bookkeeping into a connected working day. Start with the tools your team needs, or commission a client accounting platform built around your firm.
Separate client workspaces and authorised HMRC submission workflows, scoped for your service.
One platform. Three ways to use it.
You may need a better way to run client work, a connected accounting workspace, or a platform you can offer to your own clients. Start with that decision.
A practice workflow uses configured CRM capabilities. Specialist practice modules, migrations, client platforms and filing connections are scoped to your requirements. Explore the specialist practice-management option.
| Your requirement | Practice CRM | Practice + accounting | Bespoke client platform |
|---|---|---|---|
| Client records and practice workflows | Configured for your team | Configured for your team | Designed for firm and client roles |
| Accounting and bookkeeping | Keep your existing accounting tool | Pixie accounting, with setup and permissions | Agreed client accounting model |
| Separate client workspaces | Not this setup’s purpose | Not implied by enabling accounting | Designed and tested before go-live |
| HMRC submission workflows | Use your agreed filing software | Separate filing setup required | Scoped by tax service and production readiness |
| Next step | Standard demonstration | Accounting demonstration | Custom demo and quotation |
01 / CRM & practice management
A good client relationship depends on the details: who promised what, which records are missing, when a review is due and who owns the next step. Pixie puts that context alongside the work.
Use client records and configured tasks to organise onboarding, bookkeeping jobs, accounts preparation and other services. Assign preparation and review to the right people, and keep the evidence and correspondence easy to find.
Read the practice-management guide ↗Keep your existing tax or bookkeeping software if it suits your firm. This option organises the practice; it does not, by itself, authorise HMRC filing.
02 / Add accounting & bookkeeping
Pixie Accounting connects the day-to-day commercial records with a double-entry accounting workspace. The chart of accounts, mappings and review process determine how those records reach the books.
The documented accounting workspace covers the ledger, chart of accounts, transaction conversion, journals, transfers, supplier bills, banking and reconciliation. It also includes budgets, approval workflows, closing controls and reports.
Banking connections, optional modules and automation depend on the providers and configuration agreed for your workspace.
Confirm the financial year, opening balances, account mappings and staff permissions. Reconcile sample transactions and have the responsible accounting professional review the results before using the workflow in production.
Follow the accounting setup checklist or read how practice management and accounting work together.
03 / A bespoke platform for your clients
Give clients a place to manage their own customer relationships and accounting work, connected to the services your firm provides. A bespoke Pixie deployment can bring client workspaces, your branding, firm oversight and agreed submission workflows into one service.
“Nested” means the practice and its clients have distinct working contexts. The implementation must define which records belong to each client, what their staff can do and what your firm is authorised to review or submit.
Request a tailored quotationIllustrative architecture. Boundaries, tax scope and production access are agreed and tested before launch.
HMRC workflows, with clear responsibilities
For a commissioned client platform, Pixie can scope digital records, preparation, validation and authorised submission workflows for the agreed HMRC services. Required client or agent approval remains part of the process.
VAT returns, Income Tax quarterly updates and annual tax returns have different requirements. A quarterly update is not an annual tax return. Support for one service does not establish support for all others.
Read the HMRC requirements guide ↗We agree the tax services, supported connections, software and agent authorisations, client approval steps, security controls and production acceptance criteria before implementation. The standard demonstration does not establish live filing readiness.
Review the production go-live checklist ↗HMRC compatibility is specific to the software, tax service and configured workflow. This page does not claim HMRC endorsement or universal filing coverage. See the official requirements.
See the right demonstration
Tell us whether you want to organise your own practice, add bookkeeping or offer software to your clients. We can then show the relevant journey and discuss the next step.
The standard demo covers CRM, practice-management workflows and accounting modules. Use it to explore client records, team responsibilities and the accounting workspace.
It does not demonstrate your finished client platform or live HMRC submissions.
Request the standard demo ↗Explore the 14-day trial ↗A client platform needs a customised demo covering the proposed firm/client structure, access, review, approval and submission journey for your agreed requirements.
Bring your client types, current accounting tools, required tax services, branding needs and intended rollout. Bespoke work is quoted separately.
Request a custom demo & quote ↗Prepare your requirements ↗For current standard software terms, see Pixie CRM pricing. Custom modules, integrations and client-platform delivery require an agreed quotation.
No. Practice management organises clients, services, deadlines and team work. Accounting maintains and reviews the financial records. Pixie lets you configure the practice workflow and add Accounting & Bookkeeping where it fits your requirements.
Yes. The first option focuses on client relationships and practice operations. Review any required data exchange separately through the integration directory and confirm provider access and configuration before relying on a connection.
That is the bespoke third option. We scope the client workspaces, branding, accounting model, firm oversight and any filing connections with you. It requires a custom demonstration and quotation, followed by testing of permissions and client isolation.
No. Automation can prepare, validate and transfer information, but required declarations, client approval and agent authority still apply. VAT submission requires confirmation, and each Income Tax step has its own requirements. Read the filing requirements.
CRM, practice-management workflows and accounting modules. Your firm’s client-platform design and HMRC submission journey need a customised demonstration. A demo or sandbox exercise is not a live tax submission.
Start with the records and workflows you need, agree the account mappings and access model, and verify sample data before a wider move. Use the migration checklist and accounting setup checklist to structure the discussion.
Build the right next step
Describe the clients you serve and the work you want to improve. We’ll help define the right setup, demo and scope.