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Customisations

AccountancyManager works ‘out of the box’, but it’s when you mould it to your practice and clients that the real magic starts.

Onboarding: Your process, just quicker

Onboarding: Your process, just quicker

As well as standard fields and accountancy/bookkeeping services in the client file, you can create new fields and services any time. Set client-specific fees, select each clients’ portal functions and create custom forms.

"Others can be quite strict in how you can change things. But you can change AccountancyManager to how you want it."

Tasks: Plan your day, your way

Tasks: Plan your day, your way

Create your own ad hoc tasks and deadlines for any non-compliance work or internal projects. Reorder your task list however you like and set your favourite default view. And break tasks down into your own steps.

Automated emails: Make it personal

Automated emails: Make it personal

Edit the text in all of the provided templates to reflect your practice’s tone of voice. Use over 400 client variables to populate automated emails with client details. And kickstart all onboarding emails and tasks with one button.

Brand: Give your reputation a boost

Brand: Give your reputation a boost

Your efficiency and digital-forward approach will speak volumes amongst your prospective clients. In addition, add your practice’s logo to the client portal, Letter of Engagements, invoices and your email signature.

  • Add custom services and fields
  • Create custom online forms
  • Make custom tasks
  • Set your default task view
  • Build task breakdowns
  • Personalise emails with variables
  • Brand your client portal
  • Add your logo to letters

Our users have described AM as revolutionary.

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

Free 30 Day Trial

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