AccountancyManager (AM) automates your admin so that you can focus on what matters most to you - like your clients, your business growth and your family. We do this by utilising technology to optimise the way accountants and bookkeepers work, revolutionising the industry in the process and enabling accountants and bookkeepers to achieve the perfect work/life balance.
- Integrations - We integrate with key industry partners to reduce double entry and improve your workflow. These include; Companies House, CRO, HMRC, Xero, Sage, Quickbooks, GoProposal, Zapier and FreeAgent.
- Automated client emails and texts - AM will automatically chase records and tax payments from your clients by email and text.
- Automated task management - Manage your time effectively with automatically generated task lists for you and the team.
- Automated onboarding - Automate your entire onboarding process from professional clearance to proposal & LOE.
- Client portal - Share documents with clients and request e-signatures through the online portal.
- Notifications - Keep your whole practice on the same (paperless) page by sending internal messages through AM.
- Time tracking - Track time to keep an eye on productivity, generate invoices from WIP and monitor profitability.
- Profitability - Make business-critical decisions by evaluating which jobs are the most, and least, profitable.
- Templates - Our pre-made templates cover every automated email and text you’ll ever send to your clients.
- Customisations - Improve, don’t change your current process by customising AM to suit your practice.
- Custom forms - Build custom forms and share them with your clients through our GDPR-complaint portal.
- Client timeline - An audit-trail of all client correspondence including emails, calls, texts and meetings.