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Emails

Emails play an integral role within your firm, so we’ve improved the role they play within AM.

Manage all your emails from one place

Email manager

Email Manager gives users the ability to view all emails that have been forwarded into AccountancyManager.

All emails that are received will appear in date order allowing you to view the most recent email first. You can also filter between All Emails, Linked Emails and Unlinked Emails.

Respect your clients with email scheduling

Email scheduling

Our enhanced scheduling capabilities mean you can avoid automated emails from being sent on weekends and bank holidays.

When enabled, queued emails that are due to be sent on a weekend or bank holiday will be sent at 5pm the following day.

Create tasks directly from emails

Create tasks from emails

You can assign and create tasks for your team straight away from emails in AM.

"AM completely revolutionised my practice overnight. I used to spend hours preparing..."

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What Our Customers Say

  • "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