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Custom forms

Gather information from clients securely and entirely online with custom forms (they’re quite fun to build too).

Get the client info you need - fast

Get the client info you need - fast

Instead of sending spreadsheets or lists of questions to clients, build your own forms that your clients can complete online. You get exactly the info you need and your clients get an easy, professional experience.

Make Self Assessment easier

Make Self Assessment easier

Custom forms were made for Self Assessment. In fact, we’ve created a default Self Assessment checklist to get you started, but you can customise it. You can make variants for different types of clients too.

Share forms on the portal

Share forms on the portal

Publish custom forms to your clients’ portals and your client can fill them in online, so there’s no need for them to download, print and scan. The portal is GDPR compliant, providing security for the transfer of personal information.

Chase for late or incomplete forms

Chase for late or incomplete forms

AccountancyManager will automatically chase your client if a form remains incomplete - or partly incomplete. You’ll get a notification when your client has filled in a form - or partly completed one.

Gather exactly the info you need with custom forms

  • Write your own questions
  • Text, date, number and dropdown fields
  • Send and complete through portal
  • GDPR compliant
  • Duplicate forms to make versions
  • Chase clients to complete forms

Our users have described AM as revolutionary.

Find out why by signing up to a free 30-day trial.

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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