AccountancyManager

Onboarding and practice management software
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Automated client emails and texts

AM will automatically chase records and tax payments from your clients by email and text. You didn't go into accountancy to chase clients, write the same emails again and again or to keep track of deadlines. So let AM do it for you.

Automated client emails and texts

Automated task management

Manage your team effectively, forget endless to-do lists and reshuffling your day. AM keeps your whole team organised with automatically generated task lists for you and the team.

Automated task management

Automated onboarding

New clients should be cause to celebrate, not reach for the aspirin. Cut out hours of time and spend it getting to know your clients instead. Automate your entire onboarding process from professional clearance to proposal & LOE.

Automated onboarding

Client portal

Gone are the days of waiting for the post to arrive. Instantly and securely share documents, details and forms with clients online and request e-signatures through the online portal.

Client portal

Notifications

Keep your whole practice on the same (paperless) page by sending internal messages through AM. When anything changes within your practice - or your client’s portal - you’ll know about it instantly.

Notifications

Time tracking

Track time to keep an eye on productivity, generate invoices from WIP and monitor profitability. Identify which clients and team members are generating the most profit. On the flip side, you can use the data to uncover loss-making clients and pinpoint areas of improvement or opportunities for increased revenue.

Time tracking

Profitability

Make business-critical decisions by evaluating which jobs are the most, and least, profitable. Track the time your staff spend and at a glance, see total: revenue, cost of labour, hours, to see exactly how much profit specific clients and services are generating for your practice.

Profitability

Templates

Accountants have to send a staggering number of emails. Cut out the repetition and wasted time with templates. Our pre-made templates cover every automated email and text you'll ever send to your clients.

Templates

Customisations

Improve, don't change your current process by customising AM to suit your practice. AccountancyManager works ‘out of the box’, but it’s when you mould it to your practice and clients that the real magic starts.

Customisations

Integrations

We integrate with key industry partners (like Sage) to reduce double entry and improve your workflow. AccountancyManager is the beating heart of your practice, connecting you with your clients, colleagues and crucially - the other softwares you use.

Custom forms

Build custom forms and share them with your clients through our GDPR-compliant portal. Instead of sending spreadsheets or lists of questions to clients, build your own forms that your clients can complete online. You get exactly the info you need and your clients get an easy, professional experience.

Custom forms

Client timeline

An audit-trail of all client correspondence including emails, calls, texts and meetings. The Client Timeline keeps a time-stamped record of every email and text your practice sends to your clients - and any replies. Capture a summary of meetings or impromptu calls on the timeline and track time spent.

Client timeline

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