Case Study: Munro & Partners achieves scalable growth and faster VAT filing with Pixie

How Pixie helped Munro & Partners to scale their accounting firm without hiring more team members

Munro & Partners, a five-person accounting firm in Farnham, was struggling with a rigid, feature-heavy practice manager (WorkflowMax/Xero Practice Manager) and missed deadlines that caused client dissatisfaction and staff stress. They turned to Pixie’s automation platform to build more reliable processes and scale the business without hiring additional team members.

Pixie implemented a flexible workflow that centralises emails, lets the team create and reassign jobs from messages, and uses automated reminder emails and onboarding flows. As a result, VAT returns that used to be done a week or so before — sometimes right up to the 7th — are now completed weeks ahead of the deadline, onboarding is streamlined so nothing is missed, and Munro & Partners has scaled operations with less stress and no extra hires thanks to Pixie.

Munro & Partners

David Munro

Munro & Partners