AccountancyManager is a CRM and practice management software - designed by accountants. Think of any irritating admin task and we bet AccountancyManager could take it off your hands.
Those endless record requests? Automated. Your onboarding process for new clients? Automated. Managing your team’s time? Automated. On average, firms using AccountancyManager save £12,096 in admin time a year.
- Accelerate your onboarding process
AccountancyManager automatically sends out your terms of business, letters of engagement and professional clearance - and chases for responses or e-signatures. You can tailor the language too, so it won’t sound ‘automated’ to your clients.
- Get e-signatures through our GDPR-compliant portal
Your clients have their own online portal. Here, they can view or download documents and e-sign any PDF. The signed documents are then saved and timestamped in the client’s timeline.
- Access everything - from anywhere
As AccountancyManager is in the cloud, you don’t need to be in the office to log on. Everything you need is available, wherever you are: tasks, deadlines, documents and client data.
- Speed up checks and authorisations
Thanks to our integrations, you can perform anti-money-laundering checks and apply for HMRC 64-8 agent authorisation within the system. You can also pull in client data and deadlines from Companies House.
- Chase missing information - without lifting a finger
AccountancyManager knows if you’re waiting for information and will automatically chase your client. If they forget something important, you can update the task to ‘part records received’ kicking off a whole new automated process.
- Super-charge efficiency with automated task lists
AccountancyManager builds a plan for your week based on upcoming deadlines and when you received records from clients. Your staff can proactively manage their own workload, so you don’t need a practice manager to assign tasks manually.
- Automate emails, record requests and follow-ups
Rather than writing the same emails time and time again, create templates that you can reuse. Then set triggers to send emails and texts based on dates or status updates. If you need a response or payment, the system will continue to chase until you get it.
- Track WIP and create instant invoices
Your staff can log time against each client, so it’s easy to generate timesheets and invoices. Along with a full invoicing system, you can email debtor statements at the click of a button.
Try AccountancyManager free for 30 days
We’ve only touched on a fraction of what the software has to offer, so take a look for yourself and see why thousands of accountants and bookkeepers use it every day.
Sign up for your free 30-day trial at AccountancyManager.co.uk
Intrigued? Head over to our stand at Professional Accountancy in September. We can answer any of your questions and provide live software demonstrations.