Client portal: A streamlined experience for you and your clients

1st May 2020
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Accountancy Manager
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We recently reported on how AccountancyManager customers have been responding to the lockdown. As we expected there was a direct correlation between the challenges they’re facing, the features of AM that are helping and the spikes we’d spotted in AccountancyManager usage. 

One challenge was not being able to meet clients in person or get documentation and signatures from them. We saw a 20% increase in portal sign-ups over March and April and it was rated third ‘most useful AM feature’ (after bulk emails and tasks).

Read the article here.