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AM Blog

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, ...

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 ...

Part 2 – COVID-19: How to run your practice from home
Part 2 – COVID-19: How to run your practice from home

Over the coming weeks, most office-based businesses will get their first taste of remote working ‘en masse’. And many will quickly realise that a table, chair and computer do not necessarily make an office. At AccountancyManager, we’re all working from home now – with some interesting new ‘colleagues’…  Working together, in the same place, is ...

COVID-19: How to run your practice from home – Part 1
COVID-19: How to run your practice from home – Part 1

Up and down the country, millions of people (lucky enough to be able to work remotely) are creating makeshift home offices – dragging tables into corners and choosing the right chair.  “Businesses and workplaces should encourage their employees to work at home, wherever possible.” – UK Government, Guidance for employers and businesses on coronavirus (COVID-19), 18th ...

Why – in 2020 – there’s no excuse for missing the self assessment deadline
Why – in 2020 – there’s no excuse for missing the self assessment deadline

We’ve all heard the ridiculous excuses given to HMRC for not hitting the self assessment filing deadline. But whatever the reasons, real or make believe, it generally comes down to leaving it to the last minute.  “More than 700,000 people submitted their tax returns on deadline day. Some 26,562 people completed their returns in the ...

On the hot seat: Another Answer – Large Practice of the Year 2019
On the hot seat: Another Answer – Large Practice of the Year 2019

While winning our second Luca back in November was fantastic, seeing a customer recognised for their outstanding achievements was even better. We caught up with Sylvia Bourhill, Managing Director of Another Answer, to get her reaction to their win. AccountancyManager: Congratulations on the Luca! How does it feel? Sylvia Bourhill: Just wonderful. I wasn’t expecting it at all, it was ...

6 steps to make self assessment easier on you and your clients
6 steps to make self assessment easier on you and your clients

Has the self assessment deadline got you tearing your hair out? AccountancyManager can make it easier on both you and your clients, in six simple steps: 1. Ready-made self assessment checklists Use the template self assessment form provided, make your own tweaks or build custom forms from scratch to collect the client data you need. ...

AccountancyManager’s 2019 – at a glance
AccountancyManager’s 2019 – at a glance

It’s January. You’re crazy busy. We’ll cut to the chase.  2019 saw lots of new features introduced to AccountancyManager, 10 new people join us and a few award ceremonies to boot. Now we’re looking forward to making 2020 our best year yet… Ease the pressure of busy season and beyond AccountancyManager automates all your client-chasing ...

Combatting Money Laundering – Part 2
Combatting Money Laundering – Part 2

Dishing the Dirt By: Alex Byrne – 22 January 2019 KEY POINTS Tax practitioners should take care to ensure that clients are not tipped off about money laundering reports. Understanding when a suspicious activity report should be made. The difference between internal and external reports. There are limited exemptions from making reports. Advisers should take ...

Combatting Money Laundering – Part 1
Combatting Money Laundering – Part 1

By: Alex Byrne – 27 November 2018 Alex Byrne sets out the ways practitioners can protect themselves from the charge of money laundering and looks at published guidance. KEY POINTS Why is money laundering so important to accountants? The application of the rules and examples of money laundering activities. Avoiding committing a money laundering offence ...

Avoid the January Tax Return Chaos – Automate Your Requests and Reminders to Ease Your Workload
Avoid the January Tax Return Chaos – Automate Your Requests and Reminders to Ease Your Workload

Avoid the January Tax Return Chaos – Automate Your Requests and Reminders to Ease Your Workload Happy New Year? For many accountancy firms, January is the most hectic time of year. As the January 31st deadline looms, once again your clients are suddenly rushing to provide you with last minute information as they realise they ...

Saving Time in Your Accountancy Firm
Saving Time in Your Accountancy Firm

Time is money. In fact, time is actually a mindset, but we won’t get all woo woo on you because if you’re in business then time costs you money. Your employees and even you are costing your business money and if the time spent in and on the business isn’t managed efficiently then you’ll be ...

Automating Your Accountancy Practice (Fed up of Long Hours and Late Nights?)
Automating Your Accountancy Practice (Fed up of Long Hours and Late Nights?)

Whatever field of professional services you’re in, creating the most efficient practice will be a key goal. And with advances in technology, online working and software automation, accounting is moving closer than ever to the nirvana of the efficient automated cloud practice. By driving efficiency through automation you give yourself choice, and that’s something that ...

AccountancyManager Wins the Software Excellence ‘Practice Management’ Award
AccountancyManager Wins the Software Excellence ‘Practice Management’ Award

The Software Excellence Awards, presented by AccountingWEB and hosted by Rachel Riley took place alongside the Practice Excellence Awards at The Brewery in London on 19 October. There were over 30 companies that entered the ‘Practice Management’ category, of those, 5 companies were shortlisted. Over 1,000 votes were placed. AccountancyManager was among the 5 shortlisted and went ...

TaxKings Testimonial

“Signing up to AccountancyManager has been one of the best decisions our practice has ever made. After adapting generic CRM systems to the best of our abilities, AM has been a breath of fresh air and is improving week on week. The fact that the team are friendly, helpful and willing to work with accountants ...

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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