Brought to you by
BrightManager logo

Award winning CRM & practice management software

Save content
Have you found this content useful? Use the button above to save it to your profile.

AccountancyManager Development Poll - Week 4

17th Aug 2017
Brought to you by
BrightManager logo

Award winning CRM & practice management software

Save content
Have you found this content useful? Use the button above to save it to your profile.

Outstanding, another great week of voting by all, thank you. Before we get started with announcing our winner, we wanted to share a quick video of our Calendar View Task manager which you voted for previously.

With positive initial feedback from our customers, we thank you all for voting for this development.

AM Calendars from AccountancyManager on Vimeo.

I know the suspense is killing you, so what development won this weeks poll? Well, we have a tie!!

  • Auto SMS meeting reminder
  • GoCardless Integration

This is great news, these 2 developments have proven popular and we are excited to get them ready for you.

This week we have more great suggestions that we would like you to pick from.

Here are your options  -

  • Automation of HMRC expiry dates of codes – Automated request sent to clients for when the HRMC code is expiring
  • Letter / Mailmerge – ability to create letters to clients/prospects within AM using a mail merge feature
  • Client Bank Account details section – Ability to store clients Bank Account details in dedicated secure section
  • Facility to create dividend tax vouchers & minutes – Function to create vouchers & minutes templates

Please cast your vote here –

 

 

powered by Typeform

 

If you would like to learn more about AccountancyManager, please sign up for our Free Webinar and our Free 30 Day Trial

We look forward to the results next week.

Thanks

AccountancyManager

Tags: