Case Study: Innoventum achieves standardised client communications and cuts task time by up to 50% with Pixie

How Pixie helped Innoventum to standardise their client communications and cut the time to do things by up to 50%

Innoventum, a small accounting and tax firm near Johannesburg focused on start-ups, needed to standardise high-touch client communications and document internal SOPs so the principal could delegate routine work and scale the practice. They chose Pixie for a simple practice-management solution with strong email integration and task templating that fit a small-firm workflow.

Pixie delivered email templates, standardised task templates, client tasks with secure links, and assignment/tracking tools that formalised processes and client interactions. As a result, Innoventum now sends consistent, professional requests that clients adopt easily, and the firm reduced task time by up to 50% for the principal (and roughly 20–50% across the team), freeing capacity to grow.

Innoventum

Wernardt Toerien

Innoventum