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What is Pixie?

Explore a versatile and all-encompassing practice management solution crafted to enhance your operational efficiency and boost productivity. By segmenting workflows into simpler, manageable actions, you can greatly elevate your team's performance. Clearly delineate roles for each assignment, track various project stages, and observe progress through comprehensive reporting. Projects can be initiated automatically based on key client timelines, ensuring that internal deadlines are met to facilitate timely task completion well before any compliance obligations arise. Elevate your standard operating procedures by embedding training videos, valuable resources, checklists, and email templates within the platform. Whether your team functions from a physical office or a remote setting, you can easily onboard new team members and assign tasks more effectively. Furthermore, you can add an unlimited number of team participants at no extra charge, enabling everyone to work collaboratively on a single platform without any hassle. Make use of Pixie's automation capabilities to set up recurring duties, automatically allocate tasks to team members, request client updates, or send reminders for significant deadlines. This integrated strategy not only boosts productivity but also cultivates a more organized and streamlined workflow for your entire operation, ensuring that every detail is attended to. With such a robust tool at your disposal, your practice can thrive and adapt to any challenges that arise.

What is Karbon?

Manage tasks, clients, strategy, and communication all in one centralized platform. Regardless of whether your team operates from an office or remotely, you’ll maintain seamless collaboration with Karbon. Karbon serves as an integrated practice management solution tailored for accounting firms, uniting your team, clients, systems, and data into a single location, which greatly enhances clarity, productivity, and connectivity for your workforce, no matter their physical whereabouts. This unified approach fosters a more cohesive working environment, ensuring that everyone stays aligned and informed.

Media

Media

Integrations Supported

Easyflow
Element Finance
Float
Gmail
Ignition
Liscio
Microsoft 365
Microsoft Outlook
OpenCost
QuickBooks Online
QuickBooks Online Advanced
QuickBooks Time
SalesMachines.ai
Soraban
Stackreaction
Wufoo
Zapier

Integrations Supported

Easyflow
Element Finance
Float
Gmail
Ignition
Liscio
Microsoft 365
Microsoft Outlook
OpenCost
QuickBooks Online
QuickBooks Online Advanced
QuickBooks Time
SalesMachines.ai
Soraban
Stackreaction
Wufoo
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$69 per month
Free Trial Offered?
Free Version

Pricing Information

$59/month/user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Pixie

Date Founded

2019

Company Location

United Kingdom

Company Website

www.usepixie.com

Company Facts

Organization Name

Karbon

Date Founded

2014

Company Location

United States

Company Website

karbonhq.com

Categories and Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Categories and Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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