AccountancyManager

www.accountancymanager.co.uk

Web based CRM, onboarding and automation software.

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Overview

Cloud-based Onboarding & Practice Management Software built by accountants, for accountants. Auto populated LoEs, e-signing, document storage, AML ID, Credit checks & client portal + task management & internal/external communications.

About this app

Cost (from)

£31.20

Free Practice Subscription

Trial

30 day free trial, fully functional, no credit/debit card required

Partner Program

Franchisor partner program

Support Channels

Email
Live Chat
Online Help
Phone
Web Form

Mobile Platforms

Android
iOS

Accounting Integrations

Other Integrations

Geographies Served

Ireland
United Kingdom

Industries

Accounting & Bookkeeping

App features per category

Practice Management Features

Communications
- Automatic client reminders
- Automatic records requesting
- Client tasks/requests
- Client timeline
- Job notes
- Notify team members
- Send email
- Send text messages
Documents
- Client portal
- Client timeline search
- E-signature
- Storage
Proposals & Engagement
- Engagement letters
- Proposals
Work and Work Templates
- Overview filters
- Statutory deadlines
- Target deadlines
- Work status
- Work subtasks
- Work tasks
- Work templates
Companies House
- Add company
- Add people
  - Main contact
- View company director, reg office, and deadline info
Forms
- Internal / external completion
- Populate contact fields from form data
Reporting
Contacts
- Accounting specifc fields
- Client groups
- Custom fields
- Types i
Time
- Manual time entries
- Time & budget estimates
- Time clock
Other Features
- Manual time entries
- Time & budget estimates
- Time clock