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Our features

Automated client emails and texts

Automated client emails and texts

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

Automated task management

Automated task management

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

Automated onboarding

Automated onboarding

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

Client portal

Client portal

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

Notifications

Notifications

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

Time tracking

Time tracking

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

Profitability

Profitability

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

Templates

Templates

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

Customisations

Customisations

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

Integrations

Integrations

We integrate with key industry partners to reduce double entry and improve your workflow.

Custom forms

Custom forms

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

Client timeline

Client timeline

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..."

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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
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