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AM Blog

6 steps to choosing the right practice management system for you
6 steps to choosing the right practice management system for you

So you’ve decided to join the world of practice management software, but where do you start? We’ve combined our own experience of working with clients with some best practices in change management. 1. Bring your team on the journey Your practice management software is the centre of your practice. Onboarding clients, managing work as it progresses ...

Your 2020 guide to integrated cloud apps
Your 2020 guide to integrated cloud apps

App Stack, App Map, App Flow… call it what you like, combinations of integrated apps is a hot topic right now – and rightly so. All the apps covered here save you time and make life easier for you and your clients. It’s when you combine them that the real magic happens. Powerful automation (within ...

My Internship at AccountancyManager
My Internship at AccountancyManager

This article was written by Nach Suphakawanich, our Marketing Intern. A graduate from the University of Birmingham, Nach begins his Master’s degree in Marketing this autumn and is originally from Thailand.  A change of plans In July 2020, I graduated from the University of Birmingham with a degree in English Literature. It almost happened without ...

Over 40 email templates. Infinite ways to personalise them.
Over 40 email templates. Infinite ways to personalise them.

The number of different emails accountants and bookkeepers send to clients throughout the year is staggering. In fact, cutting out this repetition and wasted time was one of the main reasons James, AM’s co-founder and an accountant himself, created AccountancyManager.  Coming full circle, this week’s article has been requested by Nevdish, a new recruit to ...

Appy Wednesday
Appy Wednesday

We’re delighted to be involved in Appacus’ Appy Wednesday – our opportunity to introduce ourselves to the Appacus Community. AccountancyManager is a multi award-winning ‘Onboarding and Practice Management Software’ built by accountants, for accountants. Why AccountancyManager (AM)? AM has focused on building a solution right from the onboarding process, which includes automatically populated LoEs, e-signing, ...

Automated client reminders – and new feature ‘VAT reminders’
Automated client reminders – and new feature ‘VAT reminders’

The whole point of AccountancyManager is to take as much off your plate as possible, help you organise your practice and free up hours of time. “The time saved with automatic chasing means that we have more time available for our clients.”  Sharon, review on Capterra  One of the main ways our users save considerable ...

We’re diving into the world of podcasts
We’re diving into the world of podcasts

From Peter Crouch to Louis Theroux, everyone’s got a podcast these days and we’re excited to be joining them.* We could wow you with our knowledge of 80’s pop music or gardening, but sticking to what we know best, we’ll be shining some light on the issues facing accountants and bookkeepers right now.  Join our ...

Client Timeline: A full history and audit trail for every client
Client Timeline: A full history and audit trail for every client

Although it doesn’t seem like it at a glance (due to the uncluttered interface) there’s a lot going on in AccountancyManager. Automated emails and texts to your clients, tasks being completed by different people and information and documents flowing in and out of your practice daily. “The amount of client information that you can enter ...

AccountancyManager: Bend it, shape it, any way you want it
AccountancyManager: Bend it, shape it, any way you want it

We’re often asked ‘is AccountancyManager customisable?’ Think of AccountancyManager like play-doh. It may start off looking the same for everyone, but check back once they’ve added some personalisation and creative flair… Each system will be unique to each practice – and better than how it began. “We’re often surprised by what our users create by ...

Automated task management – now with target dates
Automated task management – now with target dates

The kicker about time, is that it takes time to manage it. You write endless to-do lists, only to reshuffle them when things inevitably change or clients get back to you.  With everyone planning their time separately and following different processes, it’s impossible to keep track of job progress or guarantee that the correct procedures ...

We talk mosh pits, brain chemistry, self-worth and curry
We talk mosh pits, brain chemistry, self-worth and curry

Following our first online panel discussion, we invited some of the brightest minds in mental health to join our host Rob Brown and AccountancyManager CEO, James Byrne. As Rob reflected in his closing comments – “It’s been a bit vibrant and edgy and we don’t make any apologies for that, because this is life.”  Andrew ...

Transform client processes for future success
Transform client processes for future success

With lockdown restrictions starting to ease, what will the future look like and what part will technology play. AccountancyManager has been working in partnership with Alternative Events to deliver a series of Accountancy Hangout sessions. In our recent session the discussion focused on what’s next for the accountancy practice as we delve into how we ...

Are these the cheapest AML and credit checks around?
Are these the cheapest AML and credit checks around?

We’re always listening to our customers, but over the last few months we’ve dialled our speakers up to 11. AccountancyManager users have been: telling us about their lockdown lives, requesting new features (in our new user group webinars) and asking – in no uncertain terms – for cheaper AML and credit checks. But we went a ...

Automated emails and texts: Save hours, weeks, months of time
Automated emails and texts: Save hours, weeks, months of time

You probably didn’t go into accountancy to write the same client emails over and over again – or endlessly chase for responses. You might be thinking, ‘A 10-minute email? That’s no big deal.’ But let’s do a quick calculation… Take one client. They are VAT registered, complete self assessments and pay PAYE – on top ...

The digital future is here. So what next?
The digital future is here. So what next?

If you haven’t heard of Alternative Accountancy, look them up. We joined a few of their hangouts recently and found interesting topics and polls and some great speakers from large UK firms.  While AccountancyManager is designed for small to medium practices, keeping an eye on the likes of Saffery Champness, Kreston Reeves and Grant Thornton ...

Profitability: Powerful data for big decisions
Profitability: Powerful data for big decisions

Be honest, do you know exactly which of your clients, services and business areas generate the most profit?  As an accountant, you know how important visibility of this data is for your clients, so we apologise in advance if this article preaches to the converted… By using AM, you can track staff costs against client ...

We probe practices on their WFH strategy
We probe practices on their WFH strategy

Webinars have become the new Marmite. Some love’em, some – not so much. We took the plunge with our first live panel discussion last week and were delighted to have hundreds register. Live online content is just one way technology has stepped up during the pandemic. We asked Rob Brown, host of the popular Accounting Influencers ...

Onboarding: Accelerate your process with intelligent automation
Onboarding: Accelerate your process with intelligent automation

Onboarding new clients was a significant pain point for accountant James Byrne. So much so, he designed a system to automate as much of the process as possible. The result? AccountancyManager. Constantly finding new ways to make onboarding even more efficient for accountants is still a priority for us.  In a nutshell, AccountancyManager: Helps you ...

Notifications: Work together or just have a chat
Notifications: Work together or just have a chat

Remember when everyone at your practice was working from the same place? If you needed to update colleagues with new information or ask a quick question, you’d just pop over to a colleague’s desk. The absence of this option makes us realise just how important it is.  Working alone can be lonely, but the negative ...

Client portal: A streamlined experience for you and your clients
Client portal: A streamlined experience for you and your clients

We recently reported on how AccountancyManager customers have been responding to the lockdown. As we expected there was a direct correlation between the challenges they’re facing, the features of AM that are helping and the spikes we’d spotted in AccountancyManager usage.  One challenge was not being able to meet clients in person or get documentation ...

AccountancyManager portal factsheet – for your clients
AccountancyManager portal factsheet – for your clients

Rachel, AccountancyManager’s Support Team Lead, has put together the best bits of the client portal from your clients’ perspective – a handy factsheet for you to share. Keep all your documents in one place All of your documents are stored and organised in one place for you to refer to and download anytime. So no ...

Recent SA panic? Get the right client info – fast – with custom forms
Recent SA panic? Get the right client info – fast – with custom forms

Thursday marked the Self Assessment tax return deadline for anyone claiming a coronavirus Self-employment Income Support Scheme grant. HMRC will use data on 2018-19 tax returns submitted by 23 April 2020 to identify those eligible. The Government’s guidance states: (As if you didn’t have enough to deal with.) Use custom forms to get client info quickly and in a digital ...

Stats & facts: Accountants’ lives during lockdown
Stats & facts: Accountants’ lives during lockdown

We’re not the first to say it – the last two months will go down in history. Perhaps it’s a comfort right now to think of our present as the past? Nevertheless, we can all agree, the sooner the coronavirus does become history, the better.  As a nation, we’ve become obsessed with statistics. Mapping our journey ...

Xero and AccountancyManager launch full, two-way integration
Xero and AccountancyManager launch full, two-way integration

This news will brighten many a day. Thanks to months of tireless work by our development team, we’re about to see what happens when ‘beautiful accounting’ meets ‘automated admin’.  Although you’ll be glad to know – we have a pretty good idea.  AccountancyManager joins the Xero app marketplace At 1.44pm on Wednesday this week, Josh ...

Time tracking: 4 ways to get invaluable, practice-wide visibility
Time tracking: 4 ways to get invaluable, practice-wide visibility

Being able to see what your team is working on when you’re all based at home (or when you’re back at the office) gives you a lot more than just ‘peace of mind’.  Keep an eye on productivity, track profitability, identify bottlenecks, easily cover absences – and create instant invoices from work in progress. This ...

Bulk emails: Keeping all your clients in the loop
Bulk emails: Keeping all your clients in the loop

There are a few reasons you might want to send a bulk email to all your clients at the moment: To advise clients on Government support and how to apply To update them on the latest relevant news To provide answers to frequently asked questions  To reassure them and show your support To send a ...

Part 3 – COVID-19: How to run your practice from home
Part 3 – COVID-19: How to run your practice from home

In part 1, we looked at preparing your practice for remote working and recommended the best technology for building a virtual office in part 2. In this, our third installment, we focus on the impact of cloud-based practice management software across: Onboarding and data entry Automating client emails and texts Storing and sharing files Internal time management Onboarding ...

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

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