6 steps to make self assessment easier on you and your clients

6th Nov 2019
Brought to you by
Accountancy Manager
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"We've had some exciting times at AccountancyManager recently, growing to a team of 20 - from just myself and Alex only two years ago. The software continues to evolve, with new features being added all the time. 

We've just released our FreeAgent integration and Xero is close behind. When it's launched you'll be able to sync data (including invoices) in both directions. If you haven't checked AM out recently, now is a great time for a trial. Automation gives you hours of time back - especially valuable going into the dreaded busy season." - James, CEO

Self assessment - the AccountancyManager way


Self assessment checklist icon1. Ready-made self assessment checklists

Use the template SA form provided, make your own tweaks or build custom forms from scratch to collect the client data you need. Share your documents with clients through our secure, GDPR-compliant portal.


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2. Automatically chase clients to complete forms

AccountancyManager will remind your client to complete their forms at regular intervals - as set by you. The forms are built in, so the system will know whether they've been completed or not and notify you and remind clients accordingly. 


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3. Easy, fast client approval 

It couldn't be easier for your clients to approve their self assessment. They simply log into their portal and e-sign the docs. You can track approvals and completed forms in your client timeline.


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4. Plan your time around returned forms, records and approvals

You don't need to keep track of which clients have responded, AccountancyManager will alert you. Confirm that you've received the required records, then filter your task list to easily see what submissions you can now complete.


Hourglass icon 5. Automatic tax payment reminders

Make sure your clients pay their tax on time by setting up automatic email and text reminders. They'll appreciate the nudge and you don't need to lift a finger. 


Email icon 6. Track all contact with your clients

Every time you send an email or text or receive an email from your clients, it's all tracked on their timeline. You can add summaries from calls too. This is a great audit trail and keeps everyone in your practice on the same page.


Try AccountancyManager free for 30 days


AccountancyManager's task list on a MacBook

Give AM a try free for 30 days. It's easy to get started - no training necessary - but there are plenty of webinars and walk-throughs to help. We'll check in with you along the way to see how you're getting on and book in a free demo.

Start your free AccountancyManager trial


Our latest launches


FreeAgent logoFreeAgent integration

Now sync client data from FreeAgent to AM - so no need to enter data in two places. AM also pulls in your clients' profit and loss and tax timelines. Once you've set up the services you provide in FreeAgent, AM automatically creates your onboarding paperwork and will chase for signatures or missing info.


Folder iconFolders for documents

Securely share and store private or client-facing documents within AM. When your list of docs gets a bit long, organise them into folders so they're easier to find.


Money icon Profitability tracking 

AccountancyManager can now track the profitability of each of your clients. Simply set your hourly charge and actual hourly cost for each member of your team. Then use your team’s logged time to track your budgeted and actual profit. 


Already using AccountancyManager?

Whether you've had AM for years or you're still on your trial, don't forget that our support team - Rachel and Liston - are here to help. Give them a call on 01926 355 366 with any questions you might have.