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AccountancyManager Poll – Automated Tax Payment Reminders Storms to Victory!

15th Sep 2017
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Award winning CRM & practice management software

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Automation seems to be the way the world is swaying and with our newest Development Poll winner, it seems you all agree too. This week’s winner is –

Automated Tax Payment Reminders

We look forward to releasing this to you soon.

Did you know!

With your Free 100 SMS per user per month, we can add your name or business name to the account so it appears as From – “Your Name” when people receive a message from you.

'You can send newsletters directly from AM to all your clients and filter these in many ways. No more need for applications like MailChimp!'

Don’t let clients forget!

You voted for it, we have implemented it. Our new client meeting reminder service is now ready. You will have access to your own meeting calendar. From here you can place your meetings on the calendar and select a reminder time (e.g. 1 hour before the meeting). Then 1 hour before, your client will receive an SMS reminding them.

Fun fact: 98% of all SMS text messages are read within the first 5 minutes. Compared to only 22% for email.

As part of the meeting reminder service, we are now launching our Free receptionist portal (another winner of our development poll). Here they can log calls, create meetings and send reminders to staff.

meeting

 

This week we have had some great feedback/suggestions from our customers and this has helped us compile this week’s development poll choices –

Daily email task reminders - Have a daily email sent to staff reminding them of their outstanding tasks.

Marketing Software Integration – Gather up leads using a marketing software and transfer them into AM with the click of a button. No exporting, fiddling or importing.

Automation of HMRC expiry dates of codes – Automated request sent to clients for when the HRMC code is expiring.

AccountingWEB feed – Have all news and updates from AccountingWEB straight to your dashboard.

Please cast your vote below -

 

 

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