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About

Everything you need to manage your practice and get things done faster in one simple, flexible practice management tool. Breaking down workflows into smaller steps helps you increase the productivity of your team. Identify who is responsible for each step, track job stages and monitor progress with reports. Start jobs automatically based on key client dates and use internal target dates to ensure work gets completed before compliance deadlines. Enhance your standard operating procedures with embedded training videos, links, checklists and email templates. Whether office-based or remote, easily train people on the job and delegate work more effectively. And you can add as many team members as you need at no extra cost, ensuring everyone works on the same platform. Use Pixie's automations to create recurring jobs, auto-assign work to the team, request statements from clients or send them key date reminders.

About

Soraban is the tool to get more 1040s out the door and so much more. An Intelligent Tax Workflow Solution built specifically for accounting and tax firms, designed to automate client data intake, document collection, and workflow coordination. Stop chasing clients for documents and let Soraban handle it with dynamic, customizable questionnaires that auto-remind clients via SMS, email, or voicemail. Integrated with legacy tax software, Soraban automatically enters data, applies e-signatures for IRS forms, and coordinates tax return delivery with minimal human intervention. Handling repetitive administrative duties frees professionals to focus on advisory work while improving efficiency, reducing errors, and enhancing the client experience through mobile-friendly, seamless interactions.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Accounting practices

Audience

Accounting and tax firms looking for a solution to automate client onboarding and data workflows

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$69 per month
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 4.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 5

Reviews/Ratings

Pros & Cons from Real Users

Pros

  • The best decision I ever made without doubt! The most impactful thing about Pixie is its simplicity. It's Interface user friendly and easy to use.

Cons

  • In my view the worst thing about Pixie is it's a web based software.

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Pixie
Founded: 2019
United Kingdom
www.usepixie.com

Company Information

Soraban
Founded: 2021
United States
www.soraban.com

Alternatives

Alternatives

Turia

Turia

Turiabooks Technologies Private Limited
Jetpack Workflow

Jetpack Workflow

Jetpack Workflow

Categories

Categories

Accounting Supported
Agentic AI Supported
AI Accounting Supported
AI Agents Supported
AI Tax Supported
Corporate Tax Supported
Tax Preparation Supported

Accounting Features

Accounts Payable Not Supported
Accounts Receivable Not Supported
Bank Reconciliation Not Supported
Billing & Invoicing Not Supported
Cash Management Not Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Not Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Not Supported
Government Not Supported
Multi-Currency Not Supported
Nonprofits Not Supported
Payroll Management Not Supported
Project Accounting Not Supported
Purchase Orders Not Supported
Tax Management Supported

Integrations

Drake Tax Not Supported
Karbon Not Supported
Lacerte Not Supported
OpenCost Supported
Stripe Not Supported
UltraTax CS Not Supported
Zapier Not Supported

Integrations

Drake Tax Supported
Karbon Supported
Lacerte Supported
OpenCost Not Supported
Stripe Supported
UltraTax CS Supported
Zapier Supported
Claim Pixie and update features and information
Claim Pixie and update features and information