Automated client emails and texts
AM will automatically chase records and tax payments from your clients by email and text.
Automated task management
Manage your time effectively with automatically generated task lists for you and the team.
Keep your whole practice on the same (paperless) page by sending internal messages through AM.
Make business-critical decisions by evaluating which jobs and are the most, and least, profitable.
Our pre-made templates cover every automated email and text you’ll ever send to your clients.
We integrate with key industry partners to reduce double entry and improve your workflow.
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."