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 by signing up today.

"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!"

Caroline Hinde
Caroline Hinde Accountancy