AccountancyManager

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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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Workflow and Practice Management Features

  • Communications
    • Automatic client reminders
    • Automatic records requesting
    • Client tasks/requests
    • Client timeline
    • Job notes
    • Notify team members
    • Send email
    • Send text messages
  • Companies House
    • Add company
      Add a new company to your contacts via the integration
    • Add people
      Add directors as company contacts
    • Main contact
      Add the main director
    • View company director, reg office, and deadline info
  • Contacts
    • Accounting specifc fields
      Company number and tax references
    • Client groups
      Associate clients with other related clients
    • Custom fields
      Create custom fields to use for storing further information, such as industry sector
    • Types
      Seperate contacts by client type, i.e. prospect / client / ltd / sole trader / individual etc
  • Documents
    • Client portal
      A secure online portal that clients can use to access documents
    • Client timeline search
      Search the client timeline for documents
    • E-signature
      Sign documents online
    • Storage
  • Forms
    • Internal / external completion
      Can be completed by the client or by a staff member
    • Populate contact fields from form data
      Answers to form questions populate fields of the contact record
  • Other Features
    • 64-8 authorisation
    • Chase debtors
    • Credit checks
    • Digital AML checks
  • Proposals & Engagement
    • Engagement letters
    • Proposals
  • Reporting
  • Time
    • Manual time entries
      Add in time entries manually for any date
    • Time & budget estimates
    • Time clock
      Built in start/stop timer
  • Work and Work Templates
    • Overview filters
      Filter your work overview by contact type, work type, due dates, assignee etc
    • Statutory deadlines
    • 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
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, USA
Support Channels
Email, Live Chat, Telephone
Support Availability
09:00 – 16:30 GMT, Mon-Fri
Training
Self Guided
Two Factor Authentication
Yes
App Category
Workflow and Practice Management
Client Sector
Accounting and Bookkeeping

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