What is Pixie?
Pixie is one of the leading practice management solutions used by small accounting firms in the UK. It provides everything accountants need to manage clients, deadlines, workflow, email and their team in one easy-to-use app.
Pixie's commitment to combine great functionality with an easy implementation and a low cost fits perfectly with what Xama offers accountants. We are very excited to be a preferred partner to Pixie for streamlining compliance for their customers.
Xama compliance integration in Pixie
The integration between Xama and Pixie allows Pixie users to seamlessly keep track of their client list and all related AML compliance in Xama.
When a client or contact is created within Pixie, you will immediately see the same in Xama, ready to perform onboarding steps and AML checks.
As you perform identity verification steps and the client risk assessments in Xama, the status of these are automatically synced to Pixie, making it easy for all staff to track the progress of onboarding and ongoing compliance.
What's more is that any Pixie user who integrates the Xama platform into Pixie will qualify for an automatic 20% discount on our usual rates. You will gain the following functions, available straight from a contact record within Pixie.
Document collection verification
Send a request to your customer from where they can securely submit their home address and upload their identity documents. Xama will verify any documents that are submitted and extract relevant information for completing anti money laundering checks without having to do any data entry!
Total Cost: £2.00
Easily perform AML checks on your contacts from within Xama. These include identity verification as well as PEP and Sanctions screening.
The status of AML checks are synced back to Pixie so that you can easily track the progress of onboarding.
Total Cost: £1.60
Gain access to comprehensive company reports on a pay as you go basis.
Company reports can be extremely useful in determining beneficial owners but also helps with KYC compliance as it includes trading history and any negative information, such as CCJs.
Total Cost: £3.20
Getting Started with Pixie and Xama
It is simple, quick and free to get started:
To get Xama Onboarding implemented with Pixie is quick, completely free and we will support you every step of the way.
Implementation consists of the following steps, and you can get going straight away:
- Sign up for a free Xama account.
- Once signed up, navigate to the Apps page and select Connect Pixie from within the listing.
- Connect Pixie and complete the connection wizard.
The below video describes in detail the steps which you can follow to set up the Pixie to Xama integration.