Automated task management
Forget endless to-do lists and reshuffling your day. AM keeps your whole team organised with automatically generated task lists.
Lists driven by compliance deadlines
Using your clients’ period end dates and deadlines, AM automatically generates task lists for each person on your team. You can set internal Target Dates and create your own tasks for any non-compliance work.
"The automated tasks are invaluable. You look at your task list: “Right. What do I have to do this month or this week?” And it’s all there."
See task details at a glance
Each task shows: the client it relates to, who’s responsible, deadline, target date and any progress. Tasks are colour-coded depending on how close you are to the deadline. Hit complete and the deadlines move to the next period.
Automate your task prioritisation
See which tasks need your immediate attention, which are ready to complete and which have missing information. Click the red exclamation icon to see what you’re missing. AM will automatically chase clients for these bits.
Customise your task list to suit you
There are many ways to order your task list and you can set your favourite ‘Filters and Sort By’ as your default view. A popular option in January is the filter: Client Type > Self Assessment and the ‘Sort By’ option: 30 Day Deadlines then Records Received.
Track the progress of each task
With everyone across your practice updating their progress as they work, AM becomes your one-stop-shop for checking the progress of any job. A client calls and asks about the current status of their Self Assessment? Just check AM.
Break tasks down into bite-size chunks
There’s something so satisfying in ticking items off a list, so give your tasks separate steps. They’re easier to tackle, useful for training new staff remotely and guarantee that the correct processes are followed.
All the info a task can include:
- Task name and description
- Related client and quote
- Staff and monitor assigned
- Time estimate and progress
- Target date and deadline
- Who to notify of updates
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!"
"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."
"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."
"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."