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Identity verification pending
Your identity documents are being reviewed by your accountant.
Service progress
Outstanding items
Next deadline
No upcoming deadlines
Your accountant
Needs your attention
Your services
Next meeting
No upcoming meetings.
Upcoming deadlines
Outstanding tasks
No outstanding tasks.
Latest activity
Assigned Accountant
Logged as if it came from Pixie's "Job assigned/reassigned" trigger.
Phone
Availability
Reassign accountant
Logged as if it came from Pixie's "Job assigned/reassigned" trigger.
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Messages
Payment overdue
Current plan
One fixed monthly fee. No jargon, no surprise bills. Changes take effect on your next billing date.
What's included
Payment method
Auto-pay
Invoices paid automatically
Next charge
Invoices & receipts
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KYC / AML status
Set by Pixie via Xama — the portal never performs verification.
Provider
Verified date
Last checked
Notes
Verification happens inside Pixie with Xama — the portal only displays the result.
Total clients
Onboarding
clients in progress
Open tasks
across all clients
Pending KYC
Upcoming deadlines
No upcoming deadlines.
Quick actions
Pending documents
Recent activity
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Inbound — Pixie → Portal
No inbound events yet.
Outbound — Portal → Pixie
No outbound pushes yet.
Manual inbound triggers
Fire any single pre-seeded Pixie event for any client on demand (spec Section 9.4).