Our features

AM will automatically chase records and tax payments from your clients by email and text.

Manage your time effectively with automatically generated task lists for you and the team.

Automate your entire onboarding process from professional clearance to proposal & LOE.

Share documents with clients and request e-signatures through the online portal.

Keep your whole practice on the same (paperless) page by sending internal messages through AM.

Track time to keep an eye on productivity, generate invoices from WIP and monitor profitability.

Make business-critical decisions by evaluating which jobs are the most, and least, profitable.

Our pre-made templates cover every automated email and text you’ll ever send to your clients.

Improve, don’t change your current process by customising AM to suit your practice.

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

Build custom forms and share them with your clients through our GDPR-compliant portal.

An audit-trail of all client correspondence including emails, calls, texts and meetings.

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

Find out how AM revolutionises practices with a free 30-day trial.

"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."

Hannah Jeffery
HJ Accounts Management