Pixie
17 Case Studies
A Pixie Case Study
Ellacott Morris, a small accounting firm in Essex led by Michelle Morris, needed a more modern and efficient way to manage workflows as it grew from whiteboards and other outdated tools. The firm also faced the challenge of demonstrating strong compliance and documentation during an ICAEW practice assurance review. Pixie provided the practice management platform used to help address these needs.
By implementing Pixie, Ellacott Morris was able to assign and track tasks, keep compliance steps and disclosures organised in one place, and quickly evidence completed work during the ICAEW review. Michelle said Pixie’s task history and subtasks allowed the team to show documentation on the spot, saving “days if not weeks” of work. Pixie also improved efficiency, supported onboarding and delegation, and gave the firm confidence to scale and expand advisory services.
Michelle Morris
Owner