AccountancyManager
Cloud-based Onboarding & Practice Management Software built by accountants, for accountants. Auto populated LoEs, e-signing, document storage, AML ID, Credit checks & client portal + task management & internal/external communications.
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What is practice management software & why do I need…
For accountancy firms looking to grow their business and streamline their day-to-day processes, practice management…
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7 takeaways from our IFA webinar – with Boffix and…
There’s a lot to cover here, so we’ll cut to the chase. The IFA asked…
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AM joins Bright Software Group
We're delighted to let you know that AccountancyManager is joining the Bright Software Group (Bright),…
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Practice Management Features
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Communications
- Automatic client reminders
- Automatic records requesting
- Client tasks/requests
- Client timeline
- Job notes
- Notify team members
- Send email
- Send text messages
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Companies House
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Add company Add a new company to your contacts via the integration
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Add people Add directors as company contacts
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Main contact Add the main director
- View company director, reg office, and deadline info
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Add company
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Contacts
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Accounting specifc fields Company number and tax references
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Client groups Associate clients with other related clients
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Custom fields Create custom fields to use for storing further information, such as industry sector
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Types Seperate contacts by client type, i.e. prospect / client / ltd / sole trader / individual etc
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Accounting specifc fields
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Documents
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Client portal A secure online portal that clients can use to access documents
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Client timeline search Search the client timeline for documents
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E-signature Sign documents online
- Storage
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Client portal
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Forms
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Internal / external completion Can be completed by the client or by a staff member
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Populate contact fields from form data Answers to form questions populate fields of the contact record
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Internal / external completion
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Other Features
- 64-8 authorisation
- Chase debtors
- Credit checks
- Digital AML checks
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Proposals & Engagement
- Engagement letters
- Proposals
- Reporting
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Time
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Manual time entries Add in time entries manually for any date
- Time & budget estimates
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Time clock Built in start/stop timer
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Manual time entries
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Work and Work Templates
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Overview filters Filter your work overview by contact type, work type, due dates, assignee etc
- Statutory deadlines
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Target deadlines Set a target deadline for completion of work at a job level alonside a statutory deadline
- Work status'
- Work subtasks
- Work tasks
- Work templates
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Overview filters
- Cost (from)
- £31.20
- Trial
- 30 day free trial, fully functional, no credit/debit card required
- Free Practice Subscription
- No
- Partner Program
- Franchisor partner program
- Accounting Software
- FreeAgent, QuickBooks Online, Sage Business Cloud, Xero
- Non-Accounting Integrations
- Companies House, Gmail, GoProposal, HMRC, Office 365, Stripe, Zapier
- Data Sync
- Real Time
- Mobile OS Compatibility
- No mobile app
- Head Office
- Warwick (UK)
- Offices
- Warwick (UK)
- Geographies Served
- Ireland, UK
- Support Channels
- Email, Live Chat, Telephone
- Support Availability
- 09:00 – 16:30 GMT, Mon-Fri
- Training
- Self Guided
- Two Factor Authentication
- Yes
- App Category
- Practice Management
- Sector
- Accounting and Bookkeeping
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