Automated client reminders - and new feature ‘VAT reminders’
29th Jul 2020
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The whole point of AccountancyManager is to take as much off your plate as possible, help you organise your practice and free up hours of time.
The time saved with automatic chasing means that we have more time available for our clients.”
- Sharon, review on Capterra
One of the main ways our users save considerable time is with automated record requests and reminders. First, AccountancyManager automates the process of gathering everything you need to complete your clients’ compliance jobs throughout the year. Then, if your clients don’t respond, AM will do all your chasing for you. Finally, once you’ve submitted the tax return, AccountancyManager will send reminders for your clients to pay their tax liability.