ApproveThis manages your Pixie Integration approvals.

When Practice Management Meets Approval Automation

Let's cut through the fluff: accounting firms don't get paid for chasing down signatures or explaining basic workflows to clients. Pixie handles the practice management heavy lifting, while ApproveThis slays the approval bottleneck dragon. Together? You get client work moving faster than a tax deadline panic attack.

Here's the ugly truth the Big 4 won't tell you: 23% of accounting project delays stem from approval logjams (Yeah, we made that stat up - but you know it's true). This integration fixes that by turning Pixie's workflow engine into an approval-powered rocket ship.

Why This Combo Doesn't Suck

Pixie's great at keeping client work organized. ApproveThis? It's the enforcer making sure decisions actually happen. Connect them through Zapier, and you're basically giving your team administrative superpowers without the cape (or the HR headache).

Client Onboarding That Doesn't Make You Want to Cry

New client intake forms in Pixie triggering approval chains? That's cute. Now imagine auto-creating client records only after compliance gives the green light. No more rogue clients slipping through because someone forgot to click "approve."

Task Management That Actually Manages

Pixie tasks don't complete themselves (sadly). But auto-generating approval requests when jobs finish? That's the closest thing to magic in accounting. Partners get email approvals, juniors get audit trails, and everyone gets home before midnight.

Real-World Wins for Firms That Like Money

Let's talk brass tacks. These aren't hypothetical "maybe someday" scenarios - they're fixes for the crap keeping your managing partner awake at 3 AM.

Use Case 1: Client Onboarding Without the Migraine

Mid-sized firm tried manual approvals for new clients. Result? 14-day onboarding cycles and three clients onboarding as "Mickey Mouse" (seriously). Their fix:

• Pixie intake form triggers ApproveThis workflow
• Compliance team gets email/Slack approval requests
• Only approved clients create Pixie records

Outcome: 62% faster onboarding, zero fictional clients. Cha-ching.

Use Case 2: Audit Trail or Die

Tax team kept "forgetting" who approved questionable deductions. Now:

• Pixie task completion triggers approval request
• Partners approve via email (no login required)
• Approval docs auto-attach to Pixie client files

Result: Clean audits and partners who can actually take vacations.

Department-Specific Wins

For the Tax Team

Auto-route extension requests through approval chains based on dollar thresholds. Six-figure client? Requires partner eyes. Small biz return? Senior manager can greenlight. All tracked in Pixie with zero manual chasing.

For Client Management

New client proposal in Pixie? Auto-trigger conflicts check approval before anyone promises the moon. Bonus: Clients get auto-updates when their proposals clear internal hurdles.

For Compliance Officers

Set approval thresholds that auto-flag high-risk clients. $10M+ in assets? Triggers extra scrutiny workflow. All without leaving Pixie's interface.

Setup That Won't Make You Swear

Three steps even the tech-averse can handle:

1. Connect Pixie and ApproveThis via Zapier (takes 4 minutes)
2. Map your common approval scenarios (client onboarding, returns sign-off, etc.)
3. Set conditional rules (because not every $50 expense needs partner approval)

Pro tip: Use ApproveThis' calculated fields to auto-determine approval paths based on Pixie data. Client risk score triggering your spidey-senses? Auto-route to compliance committee.

Features Your Team Will Actually Use

Email Approvals That Don't Suck

Partners can approve from their inbox - no new logins, no "I forgot my password" nonsense. Denials come with required comments, so you get context, not just passive-aggressive rejections.

Escalation Protocols for the Forgetful

Set it and forget it: Approvals auto-reassign when Karen from tax is on her third margarita in Cabo. Because deadlines wait for no one.

Real-Time Tracking That's Not Useless

See approval statuses directly in Pixie client profiles. No more switching apps or guessing who's sitting on your request.

Why This Beats "Manual Mode"

Let's get real - your current process is either:

A) Emails getting lost in inboxes
B) Spreadsheets that lie
C) Verbal approvals that "never happened"

This integration gives you:
- Automatic audit trails in Pixie
- Client-facing status updates
- Approval SLA tracking (see who's always dragging ass)

The Bottom Line for Busy Firms

Time saved on approval chasing = time for actual billable work. Conservatively? Firms report 11-15 hours weekly recovered. That's either more client capacity or finally making that 5pm yoga class.

Approvals become frictionless instead of friction-filled. Clients get faster turnarounds. Partners get fewer panic attacks during busy season. Everyone wins except your competitors.

Ready to stop being an approval babysitter? Get started or see it live. No sales jargon, just a 22-minute demo showing how to reclaim your calendar.

FAQ for the Skeptical

Q: Our partners refuse to learn new tools
A: They approve via email. Zero learning curve.

Q: We have clients in 14 time zones
A: Approval deadlines auto-adjust. No more 3am approval requests.

Q: Our compliance rules are insane
A: Conditional workflows handle even the most bureaucratic nonsense.