Loading…

Onboarding

New clients should be cause to celebrate, not reach for the aspirin. Cut out hours of time and spend it getting to know your clients instead.

Automate proposals and letters of engagement

Automate proposals and letters of engagement

Simply ‘switch on’ the relevant services (VAT, SA, Payroll...) and AM will populate your proposal, registration and letters of engagement emails. We provide over 40 ready-made email templates - written by an accountant.

"With AM I can press the button and it just formulates everything I need. Then I send it as a proposal, with our prices and then it goes straight to them. Then they use the client portal. It's incredible. I just love it."

— Samantha Senior, SAS Senior Accounting Services
Speed up professional clearance

Speed up professional clearance

AM will automatically send professional clearance emails requesting the relevant information (written for you already). Then, the incumbent accountant will get reminders until you have what you need.

Complete AML checks and risk assessments

Complete AML checks and risk assessments

Our AML and risk assessment section is designed by a former HMRC tax investigator. You can submit anti-money laundering ID checks and credit screens through AccountancyManager and capture crucial risk-related data.

HMRC integration for 64-8 agent authorisations

HMRC integration for 64-8 agent authorisations

You can request HMRC agent authorisation codes directly. AM will regularly chase your clients for the codes (no more expired codes).

Client portal and e-sign

Client portal and e-sign

Your clients get a free online portal where they can upload and sign documents, update their details and check deadlines. We include a portal invitation in our email templates - and the ability to customise the welcome screen.

Streamlined onboarding for you and your clients

  • AM creates your proposal email
  • Automatically request required info
  • Client registers for portal
  • Client e-signs letters of engagement
  • AM sends and chases professional clearance
  • Complete AML and risk assessments in AM
  • Automate HMRC 64-8 Agent Authorisation
  • AM chases for missing details

Our users have described AM as revolutionary.

Find out why by signing up to a free 30-day trial.

Free 30 Day Trial

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