Web based CRM, onboarding and automation software for accountants, bookkeepers and payroll businesses.

Award-winning, time-saving practice management software

Play AccountancyManager CRM Client Page
  • Client onboarding, automatic proposals & letters of engagement
  • Automatically reminds and chases clients for missing information
  • Completely automatic generation of task lists for all your staff

Automated Records Requesting

Automatically chase records from your clients via email and SMS. Set up requests for VAT and accounts records on an interval of your choosing.

Self-generating Task List

AccountancyManager automatically builds a plan for your week based on deadlines and when you received records from the client. You can also rearrange and add items to your task list.

E-Signing Built In

Your client can sign into their portal and sign off accounts. The signed document will be automatically saved in the client's timeline.

Document Portal

We've built a secure and GDPR compliant document portal. Both the accountant and client can upload and share documents between each other.

Client Timeline

The timeline feature allows you to view records of client emails, SMS messages, telephone calls, meetings and changes to their information all in one place.

Onboard New Clients Quickly

Clients have their own online portal which enables quick and easy sign up. They can complete the registration process, sign your terms and pay registration fees by card.

Missing Client Details

You can view all clients with incomplete details in one place, ensuring you are online as the agent or have the necessary codes for filing, well before the deadline.

SMS Text Messaging

Send and receive text messages within the system, all without ever touching your mobile phone. Messages will be viewable in the client timeline.

64-8 Agent Authorisation

Submit your agent authorisation request to HMRC from within AccountancyManager, then automatically chase agent authorisation codes (before they expire).

Digital AML ID Checks

Perform digital AML ID checks from within AccountancyManager. A simple, fully compliant, transparent and quick anti-money laundering check system.

Companies House Integration

Autofill records based on Companies House details - saving time and reducing human error from manual data entry. Plus, you'll be automatically notified of any Companies House changes.

Easily Chase Debtors

Along with a full invoicing system where you can email PDF invoices at the click of the button. You'll also be able to email debtor statements with the click of a button.

What Our Customers Say

  • "We started using AccountancyManager in 2018 and haven't looked back! Using AccountancyManager has transformed our practice - more time to spend on the numbers and admin processes streamlined - one happy practice!"

    Martin Brooks
    Caroline Hinde
    Caroline Hinde Accountancy
  • "AM completely revolutionised my practice overnight. I used to spend hours preparing engagement letters, chasing information and reminding clients of key dates. Now I spend less time doing admin and more time doing client work."

    Martin Brooks
    Martin Brooks
    Gold Stag Accounts
  • "Since switching to AccountancyManager, I now have a sense of comfort in knowing that all client details, tasks and documents are in one place, which is easily accessible. Client onboarding is a swift, simple process that appears slick and professional to our new clients."

    Martin Brooks
    Hannah Jeffery
    HJ Accounts Management
  • "AccountancyManager has saved the practice heaps of time when keeping track of deadlines & we've found the other features (e.g. time recording, client sign-ups) helpful to have all in one place."

    Martin Brooks
    Niall Hawkins
    Farrow Accounting & Tax

Voted #1 Practice Management Software by UK Accountants


Billed Annually

£31.20 +VAT

Per User Per Month

Start Free 30 Day Trial

30 Day Free Trial
No Credit Card Required
No Contract

Contact us about our Enterprise Pricing if your practice has 7 or more users.

Contact Us

Click above to get a quote or call 01926 355 366.

Importing Clients

AccountancyManager has an easy to use import spreadsheet, so you'll have no headaches getting your client information onto the system. Support is also on hand via telephone and email.

Secure & Backed Up

There is no need to install any software, everything is securely managed through your web browser. Your entire data set is backed up multiple times per day.