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
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
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
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
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
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."