Welcome to Pixie Partner Support
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Pixie Practice Manager
Pixie Practice Manager
About Pixie
Getting started with Pixie
Work: Tasks
Work: Task Templates and Scheduling Tasks
Email
Clients and Contacts
Team
Settings
Document Signing
Shared Inbox
Policies
Pricing and Payments
Help and Support
Reports
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Welcome to Pixie Partner Support
Pixie Practice Manager
Pixie Practice Manager
About Pixie
Getting started with Pixie
Work: Tasks
Work: Task Templates and Scheduling Tasks
Email
Clients and Contacts
Team
Settings
Document Signing
Shared Inbox
Policies
Pricing and Payments
Help and Support
Reports
Pixie Practice Manager
About Pixie
How long does it take to set up?
Which email providers does Pixie support?
What is Pixie?
How is Pixie different from other accounting CRMs?
Getting started with Pixie
Pixie Out of the Box
Pixie task templates (UK)
UI Tour
Feature Overview
Work: Tasks
To-Do Task List
Creating a Quick Task
Creating a Task
Creating an Internal Task
Creating Subtasks
Email Subtasks
Instruction Subtasks
Date Placeholders in the email body
Working through Tasks
Reassigning a Task
Editing a Task or Subtasks
Client Tasks
Task Emails, Files, and Notes
Saving Task Filters
Using Clockify While Working on Tasks
Setting up Clockify
See more
Work: Task Templates and Scheduling Tasks
Task Templates: Applying to a Task
Task Templates: Applying from the Clients List
Task Templates: Applying from the Templates List
Scheduled Tasks: Creating from a Template
Scheduled Tasks: Scheduling One or More for a Client
Scheduled Tasks: Setting a One-Time Task to Recur
Scheduled Tasks: Creating Daily Tasks and Reminders
Scheduled Tasks: Using the On Client Date Field
Filtering for Scheduled Tasks
Scheduled Tasks and Interim Tasks
Scheduled tasks: Template overrides
Email subject placeholders
See more
Email
Adding an Email to an Existing Task
Converting an Email into a Task
Email management
Email Integration Overview and FAQs
Integrating Your Email Account into Pixie
Sending Emails to Clients
Secure file sharing
Requesting documents securely
Connecting an Email with an Existing Client
Adding a New Client from an Email
Storing attachments
See more
Clients and Contacts
Client Import Errors
Importing client details FAQ
Set up your import files
Client List
Filtering the Client List
Adding a New Client
Adding or Editing a Contact
Linking Clients Together
Importing Clients and Contacts
Client / Contact Import Guide
Creating clients from your contacts
Bulk Editing / Updating Clients and Contacts
Importing Clients from Companies House
Updating Companies House Clients
Editing a Client
Editing Multiple Clients
Client Details
Client Files, Emails, Notes
Organizing Client Files
Team roles
See more
Team
Employees and Workspace Admins
Adding Team Members
Team Members: Overview
Work Report
Settings
Integrating Zapier with Pixie
My Account Settings
Email Integration Settings
Task Label Settings
Task Templates
Template Libraries
Client Types
Client Fields and Field Groups
Contact Fields
Workspace Settings
Integrations
Integrating Practice Ignition with Pixie, via Zapier
Integrating GoProposal into Pixie, via Zapier
Xama Integration Overview
Billing
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Document Signing
FAQs
Client experience
Document signing in a nutshell
Document Signing compliance and security
Requests in your workflow & completed requests
Creating a one-off request
Adding to a template
Adding to a client task
See more
Shared Inbox
How to set up your shared inbox in Pixie
Using the shared inbox feature
FAQs
Policies
A fair refund policy
Security policy
Vulnerability Disclosure Programme
Pricing and Payments
Will I pay extra for more people?
How much will Pixie cost me?
How do I apply a discount code toward my subscription?
Can I cancel at any time?
How is the payment processed?
See more
Help and Support
Do you have a Service Level Agreement (SLA)?
What kind of support is offered?
Pixie Training?
Feature requests and feedback
Reports
Reports feature overview
Creating reports
